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Search results

  1. Daniel Nenni

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

    :ROFLMAO: US senators warn Nvidia CEO about upcoming China trip SAN FRANCISCO (Reuters) -A bipartisan pair of U.S. senators sent a letter to Nvidia CEO Jensen Huang on Friday about an upcoming trip to China, warning the CEO to refrain from meeting with companies that are suspected of...
  2. Daniel Nenni

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

    Jack TsaurJack Tsaur • FollowingFollowingDirector of Business Development at Vanguard International Semiconductor TSMC has confirmed its complete exit from the GaN wafer foundry market by 2027, signaling a turning point for how the industry approaches gallium nitride production. While...
  3. Daniel Nenni

    RealSense spins out from Intel, secures $50 million to drive AI vision in robotics

    The newly independent company is set to lead in computer vision and machine perception for physical AI and beyond SAN FRANCISCO--(BUSINESS WIRE)--RealSense, a pioneer in AI-powered computer vision, today announced its successful spinout from Intel Corporation and the close of a $50 million...
  4. Daniel Nenni

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

    Not risky for the four trillion dollar man! I did not ever think I would see the day that a semiconductor company was the most valuable in the world. Bringing world peace? I would not bet against Jensen.
  5. Daniel Nenni

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

    Let's hope Jensen can talk some sense into them all. Politicians........... :cautious:
  6. Daniel Nenni

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

    Nvidia CEO Touches Down in Beijing Jensen Huang meets Chinese ministers and regulators to keep market access flowing. Nvidia’s Jensen Huang will hold high-level discussions in Beijing during the Supply Chain Expo. Jensen Huang is heading to Beijing next week for the International Supply...
  7. Daniel Nenni

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

    WASHINGTON (Reuters) -Nvidia CEO Jensen Huang will meet U.S. President Donald Trump at the White House on Thursday, a day before the chip designer's head plans to visit China, according to a source familiar with the matter. The meeting with Trump comes as Nvidia's market value closed above $4...
  8. Daniel Nenni

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

    How much money did Pat G spend on HNA-EUV? Just so he could brag about being first?
  9. Daniel Nenni

    Humanoid robot startup Diligent taps Cruise executives as it looks beyond healthcare

    Synopsis Rashed Haq, who was head of AI and robotics at Cruise, joins as chief technology officer, and Todd Brugger, previously operations chief at Cruise, joins as chief operations officer. Haq brings expertise in deploying large-scale autonomous systems and will lead Diligent's AI roadmap, the...
  10. Daniel Nenni

    Intel will outsource marketing to Accenture and AI, laying off many of its own workers

    My wife works for one of the largest banks in America and is seeing the same inside their support structure. Fewer people, less mistakes, and faster results. AI is well suited for banks with rigid rules and unstable management. Management seems to change like underwear.
  11. Daniel Nenni

    TSMC June 2025 Revenue Report @ 40%

    HSINCHU, Taiwan, R.O.C. – July 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for June 2025: On a consolidated basis, revenue for June 2025 was approximately NT$263.71 billion, a decrease of 17.7 percent from May 2025 and an increase of 26.9 percent from June 2024...
  12. Daniel Nenni

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

    He is not wrong. It does sound like the Intel Foundry business will skip 18A and run with 14A. The question is will it be with HNA EUV or without? I'm guessing without, the low cost version, go get that NOT TSMC business!
  13. Daniel Nenni

    IBM eyes deeper partnership with Rapidus for sub-1nm chip development

    The layoffs are happening this week and they are deep. The next investor call will be telling. The foundry group definitely got hit.
  14. Daniel Nenni

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

    It was mostly Jeff Williams. I saw him at the TSMC 30th Anniversary event in Taipei and a few other times. Not once did I see Tim Cook in Taiwan. I remember when the Apple/TSMC relationship was first announced the media suggested that Apple would destroy TSMC. The Apple/TSMC relationship was and...
  15. Daniel Nenni

    Intel layoffs begin: Chipmaker is cutting many thousands of jobs

    Chandler AZ: Intel Corp. will lay off 172 workers at its campus in Chandler, according to a regulatory filing. The news comes after company leaders said they were planning reductions amid an organization-wide overhaul prompted by flagging performance...
  16. Daniel Nenni

    GlobalFoundries to Acquire MIPS to Accelerate AI and Compute Capabilities

    Agreed. MIPs was a poorly managed company from day one. I thought for sure Imagination Technologies would run with the technology but they fumbled it badly and selling it to a VC made no sense whatsoever. The same VC mashed it together with another floundering client (Wave) and it all came...
  17. Daniel Nenni

    Nvidia clinches historic $4 trillion market value on AI dominance

    (Reuters) -Nvidia notched a market capitalization of $4 trillion on Wednesday, making it the first public company in the world to reach the milestone and solidifying its position as one of Wall Street's most-favored stocks. Shares of the leading chip designer rose as much as 2.5% to an all-time...
  18. Daniel Nenni

    Arm estimates a 14-fold increase in data center customers since 2021, company says

    SAN FRANCISCO (Reuters) -The number of customers that use Arm (ARM)-based chips in data centers has grown to 70,000, a 14-fold increase since 2021, the company told Reuters. Under the guidance of Chief Executive Rene Haas, chip technology maker Arm has been working to expand its business into...
  19. Daniel Nenni

    IBM eyes deeper partnership with Rapidus for sub-1nm chip development

    As I may have mentioned, the NOT TSMC market is alive and well. The other advantage you get when paying the top IP companies to port over is that they start pushing Rapidus as an alternative to TSMC and people listen to IP companies. Fab builds in Japan are faster and cheaper than the US...
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