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Search results

  1. Daniel Nenni

    Apple’s iPhone 18 Could Mark the Beginning of a Major Strategic Break From Qualcomm

    It is about time........ This has been years in the making. In 2019, Apple acquired Intel’s smartphone modem division for approximately $1 billion. The deal included: - About 2,200 Intel modem engineers joining Apple - Thousands of wireless patents - Modem development equipment and intellectual...
  2. Daniel Nenni

    Apple’s iPhone 18 Could Mark the Beginning of a Major Strategic Break From Qualcomm

    Apple is reportedly preparing to replace Qualcomm modems in the upcoming iPhone 18 lineup with Apple-designed 5G modem chips, ending a relationship that has largely defined iPhone cellular connectivity for roughly 15 years. According to reports, Apple’s next-generation C2 modem is expected to...
  3. Daniel Nenni

    Why Intel Still Trails TSMC In The High Stakes Foundry Race

    Intel (INTC) shares have surged 3x year-to-date due to increasing CPU demand and heightened optimism regarding its foundry operations. Investors are starting to recognize Intel Corporation as more than just a cyclical PC manufacturer. The market is beginning to factor in the likelihood that...
  4. Daniel Nenni

    AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure

    The Taiwan Silicon Shield is real and stronger than ever. TSMC investing in the US, Japan, and Germany makes it even stronger. Semiconductor people play chess while politicians play checkers.
  5. Daniel Nenni

    AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure

    I highly doubt AMD will be moving products to Samsung Foundry. AMD, Nvidia, TSMC, Taiwan, etc.....
  6. Daniel Nenni

    AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure

    News Summary: More than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging capabilities for AI infrastructure Industry-leading EFB-based 2.5D packaging to enable higher interconnect bandwidth and efficiency in 6th Gen AMD EPYC...
  7. Daniel Nenni

    OpenAI's Altman says AI unlikely to lead to 'jobs apocalypse'

    AI makes smart people smarter and dumb people dumber. We are at the tip of the AI iceberg. It is best you know how to navigate it otherwise you will have a Titanic experience, absolutely.
  8. Daniel Nenni

    OpenAI's Altman says AI unlikely to lead to 'jobs apocalypse'

    For chip design RTL and verification jobs are being hit first but I think it will go all the way down the chip design process.
  9. Daniel Nenni

    OpenAI's Altman says AI unlikely to lead to 'jobs apocalypse'

    Did you ask AI? What jobs are being replaced by AI? Fast answer AI is already replacing or shrinking parts of some jobs — especially work that is repetitive, rules-based, or heavily text/data-driven. But in most cases, AI is changing jobs more than fully eliminating them. The jobs most...
  10. Daniel Nenni

    OpenAI's Altman says AI unlikely to lead to 'jobs apocalypse'

    - Altman says AI has not yet caused the white-collar job losses he once feared - OpenAI chief admits he was wrong on AI's near-term social and economic impact - Says human interaction in many roles limits how far AI can replace workers SYDNEY, May 26 (Reuters) - OpenAI CEO Sam Altman said on...
  11. Daniel Nenni

    Apple has deployed more on-device AI than any company on earth. They've just never called it that.

    In 2017, Apple shipped the A11 Bionic with a 2-core Neural Engine capable of 600 billion operations per second: the first dedicated on-device AI processor in a consumer smartphone. It was announced as a performance feature. Face ID. Animoji. Photo processing. Tasks that need fast inference but...
  12. Daniel Nenni

    China's Huawei reveals chip design breakthrough amid US sanctions

    The Samsung Safe Conference is coming up. Maybe we will hear more than but it is hard to believe. I do know that the Samsung 2nm is yielding and the ecosystem is gearing up. For the first time since 14nm we will have 4 choices (TSMC, Intel, Samsung, Rapidus). Winning!
  13. Daniel Nenni

    Intel Foundry’s Rio Rancho Facility To Become Its Crown Jewel In Production of Next-Gen Glass Substrates

    Intel Foundry is leading the race towards Glass Substrates with its Rio Rancho facility, aiming to become the world's first to initiate mass production. Glass Substrates Are The Future of Semiconductors & Intel Foundry is Well on Its Way To Become The First To Initiate Mass Production Glass Core...
  14. Daniel Nenni

    China's Huawei reveals chip design breakthrough amid US sanctions

    Huawei Kirin 2026 Chip: 238 MTr/mm2 transistor density rivaling TSMC’s 3nm https://www.huaweicentral.com/huawei-kirin-2026-chip/#google_vignette
  15. Daniel Nenni

    China's Huawei reveals chip design breakthrough amid US sanctions

    Another 1.4nm process without HNA EUV? How can that be?
  16. Daniel Nenni

    China's Huawei reveals chip design breakthrough amid US sanctions

    - Huawei unveils chip design strategy to boost performance - Focus on advanced packaging, rather than making transistors smaller - Huawei expects to design chips by 2031 with density equivalent to 1.4 nm - 1.4 nm close to the global frontier of chipmaking by decade-end SHANGHAI/BEIJING, May 25...
  17. Daniel Nenni

    15 of the most powerful CEOs in tech were asked the same question: Will AI replace jobs?

    No, it is replacing engineers. The case study I witnessed had a group of 20 DVEs that was going to be expanded to 30 for the next series of chips. With an AI tool the DVE count went down to 10.
  18. Daniel Nenni

    15 of the most powerful CEOs in tech were asked the same question: Will AI replace jobs?

    𝗦𝗮𝗺 𝗔𝗹𝘁𝗺𝗮𝗻 (𝗢𝗽𝗲𝗻𝗔𝗜) ↳ Jobs will disappear, but AI will help people live better 𝗦𝘂𝗻𝗱𝗮𝗿 𝗣𝗶𝗰𝗵𝗮𝗶 (𝗚𝗼𝗼𝗴𝗹𝗲) ↳ AI will eliminate some jobs, evolve others. Adapt fast 𝗗𝗮𝗿𝗶𝗼 𝗔𝗺𝗼𝗱𝗲𝗶 (𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰) ↳ HALF of entry-level white-collar jobs could vanish 𝗞𝗮𝘁𝗵𝗲𝗿𝗶𝗻𝗲 𝗠𝗮𝗿𝘁𝗶𝗻 (𝗜𝗻𝘁𝗲𝗹) ↳ AI won't take your job, but the...
  19. Daniel Nenni

    ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor

    ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project, telling Reuters that the SpaceX and Tesla founder is "very serious" about building one of the largest chip manufacturing operations ever attempted. Fouquet, speaking...
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