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I think AI will replace many more jobs than people imagine. Chip design for example. From what I have seen thus far, verification will require half of the people it does today and that is a conservative number. There may not be layoffs but hiring will definitely be stunted for the next year or...
They didn't agree:
→ Sam Altman (OpenAI): some jobs vanish, but AI helps people live better
→ Sundar Pichai (Google): AI will eliminate some roles and force everyone to adapt
→ Dario Amodei (Anthropic): half of entry-level white-collar jobs could disappear
→ Jensen Huang (NVIDIA): AI won't take...
It is good to see AMD go from a fast follower to a leader. Looking at AMD before the TSMC relationship and AMD now is quite a remarkable. There is no way AMD will give up their exclusive relationship with TSMC to diversify their supply chain by using Samsung Foundry. Unless of course Samsung...
Deal struck just hours before planned action, subject to workers' vote, suspends billions of dollars worth of potential losses
Samsung Electronics has narrowly avoided an 18-day strike at its South Korean chip operations after reaching a last-minute tentative wage agreement with its labor union...
Lip-Bu is doing great on the outside of Intel but the inside still needs work. I still see hot spots of the old Intel but far fewer than before so it is a work in progress.
Here is a big data point for you, Intel now works with PDF Solutions for 14A yield improvement. As anyone will tell you...
I have not seen any big IFS design wins yet but I am sure Lip-Bu is working on it. I do know that customers are anxiously awaiting the .9 14A PDK which is expected in Q4. If there is not a big change between .5 and .9 IFS could land some big deals, absolutely.
The NOT TSMC market could scale...
Sometimes Samsung sells good die versus wafers which is a great deal. In the last 15+ years I have seen Samsung repeat the same mistakes over and over. It gives me a headache. Samsung wants to be the first, the best, blah blah blah but they never meet customer expectations and yield is the best...
Key Points
- Intel CEO Lip-Bu Tan said the company’s Foundry turnaround is gaining traction, with improving manufacturing yields helping attract interest from outside customers.
- He said Intel expects commitments from multiple Foundry customers in the second half of the year.
Intel CEO Lip-Bu...
May 20, 2026
Intel Foundry has reached a notable systems foundry milestone with the demonstration of the world’s thinnest gallium nitride (GaN) chiplet, measuring just 19 micrometers. This research achievement highlights Intel Foundry’s ability to integrate compound semiconductors, advanced...
Wow, according to the media TSMC customers are jumping ship to Intel and Samsung yet I have not been able to confirm any of this inside the semiconductor ecosystem. All design starts that I see are TSMC N2. Also, TSMC is building out N2 capacity very aggressively and TSMC builds fabs based on...
- Samsung Foundry Discusses Order for AMD 2nm Chips;
- Expected to Handle Production of AMD's Next-Generation AI Chip CPUs;
- Anticipation of Securing 2nm Client Following Tesla
[Edaily Reporter Gong Ji-yu] Samsung Electronics has officially begun discussions with AMD regarding semiconductor...
* ASML CEO: Chip market to remain supply-limited for a while
* EU should ease AI regulation to keep pace with US, Asia
* Calls for clear export control rules to China
* Fouquet had contact with Musk about TeraFab project
*ASML developing second advanced-packaging tool
ANTWERP, Belgium, May 20...
In a fresh interview, Intel's CEO Lip-Bu Tan candidly discussed his firm's current market position and the mistakes made under the previous position. Tan, whose tenure at Intel has seen the firm manage to turn around its dismal share price performance, is one of the most experienced executives...
Semiconductors are the invisible engines of modern life, quietly powering almost everything we rely on. From smartphones and laptops to cars, hospitals and national infrastructure, these tiny components support the systems that shape how we live, work and connect.
But the world around them is...
* ASML CEO expects first High-NA chip products within months
* CEO says new technology is expensive but will pay off long-term
* Intel, SK Hynix plan to adopt High-NA;
* TSMC says will stick with current technology for some time
* CEO Fouquet says AI boom is driving chip demand
ANTWERP, May 19...
Ian Buck hand-delivers the first NVIDIA Vera CPU systems to Anthropic, OpenAI, Oracle Cloud Infrastructure and SpaceXAI — marking the moment agentic CPUs move from announcement to production.
Agentic AI has always called for a different kind of CPU. NVIDIA CEO and founder Jensen Huang...
