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Search results

  1. Daniel Nenni

    Intel’s CEO: ‘We are not in the top 10’ of leading chip companies

    Or change the rues so you win. While working for start-up companies the last 20+ years I have seen some amazing pivots. Lip-Bu is going to have the most important investor call next week. Either you will see an amazing pivot or Intel will be fabless in the not too distant future, my opinion.
  2. Daniel Nenni

    Centennial Perspectives: AI and the Future of Computing (Jensen Huang Nvidia)

    Jensen Huang is 51 minutes in: Stanford Engineering has played a major role in shaping the computing era, from very early innovations in electrical engineering to the creation of the first internet protocols, to the rise of AI and deep learning. This cutting-edge work continues today in...
  3. Daniel Nenni

    Intel’s Pivot: Why It’s Betting on UMC—Not TSMC—in the Legacy Node Wars

    https://cwnewsroom.substack.com/p/intel-foundry-gamble-umc-tsmc-taiwan?utm_campaign=post&utm_medium=web&triedRedirect=true
  4. Daniel Nenni

    Intel Nova Lake-S uses TSMC N2 process Tape-Out

    TSMC A14 is a bit different. Specs change as we get closer of course: https://semiwiki.com/wikis/industry-wikis/tsmc-a14-process-technology-wiki/
  5. Daniel Nenni

    Nvidia CEO Huang to meet Trump before China trip, source says

    Nvidia’s CEO says the US should ‘reduce’ dependency on other countries, onshore technology manufacturing America’s plan to “re-industrialize” technology manufacturing is “exactly the right thing,” said Jensen Huang, CEO of the world’s leading AI chipmaker. In an interview with CNN’s Fareed...
  6. Daniel Nenni

    Intel’s Pivot: Why It’s Betting on UMC—Not TSMC—in the Legacy Node Wars

    He added, “How much UMC can take from TSMC will be the key indicator of whether this 12nm strategy succeeds.” UMC has 30% margins and TSMC will be close to 60% this year? The math does not workout unless TSMC is okay with UMC getting some "T Like" legacy business. I remember working with UMC a...
  7. Daniel Nenni

    Semiconductor Fundamentals Are All Weak

    As long as TSMC is riding high I'm good. :ROFLMAO:
  8. Daniel Nenni

    Semiconductor Fundamentals Are All Weak

    Executive Summary Annualised growth rates retreated slightly in May, with Total Semiconductors growing 18.2 percent, down from last month’s 22.8 percent and March’s 18.7 percent and, whilst still in double-digit growth terrain, was still sizeably down from August 2024’s 28.5 percent cyclical...
  9. Daniel Nenni

    Intel Nova Lake-S uses TSMC N2 process Tape-Out

    I said Intel had not signed a TSMC N2 agreement. That was more than a year ago. I was told that all but one TSMC N3 customer had signed an N2 agreement and that was Intel. I had hoped Intel would use 18A for all internal designs but clearly that is not the case. I do think that TSMC N2 was...
  10. Daniel Nenni

    Three year prison sentence for man who shared ASML information with a person in Russia

    Rotterdam, July 10, 2025 The Rotterdam District Court sentenced a 43-year-old man to three years in prison. He shared technological knowledge from Dutch high-tech companies with a person in Russia. This violated EU sanctions imposed in 2014. The suspect also pleaded guilty to computer hacking...
  11. Daniel Nenni

    Jeff Williams, Tim Cook's Tim Cook, stepping down from Apple

    Definitely, it was one of those 1+2=3 type of deals. I remember when Apple was using Samsung at 28nm, they were miserable. The PDKs were not good and Samsung tells time with a calendar. Apple broke free from Samsung at 20nm and the rest is history.
  12. Daniel Nenni

    Intel Nova Lake-S uses TSMC N2 process Tape-Out

    Or the best yielding product wins. Hard to compete with TSMC on yield.
  13. Daniel Nenni

    Intel Nova Lake-S uses TSMC N2 process Tape-Out

    TSMC N2 is going to absolutely dominate with 100% support from the ecosystems. Incredible! https://semiwiki.com/wikis/industry-wikis/tsmc-n2-process-technology-wiki/ https://semiwiki.com/wikis/industry-wikis/tsmc-n2-vs-intel-18a-vs-samsung-sf2-wiki/
  14. Daniel Nenni

    Intel Nova Lake-S uses TSMC N2 process Tape-Out

    It is reported that Intel's next-generation client CPU flagship product Nova Lake-S has been taped out at TSMC's wafer fab in Taiwan. We previously speculated based on rumors that Intel will adopt its own internal 18A process and rely on TSMC's 2nm mass production technology. But according to...
  15. Daniel Nenni

    Nvidia CEO Huang to meet Trump before China trip, source says

    Nvidia CEO to hold media briefing in Beijing on July 16 Jensen Huang, CEO of Nvidia, holds a NVIDIA DGX Cloud Lepton as he speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, June 11, 2025. BEIJING...
  16. Daniel Nenni

    Intel’s CEO: ‘We are not in the top 10’ of leading chip companies

    I have heard nothing about Intel going private. That does not seem feasible.
  17. Daniel Nenni

    TSMC Exits GaN Foundry Business — Is IDM the Winning Formula for Gallium Nitride?

    https://www.taipeitimes.com/News/biz/archives/2025/07/04/2003839688
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