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  1. Daniel Nenni

    When your LLM calls the cops: Claude 4’s whistle-blow and the new agentic AI risk stack

    One thing you should know is that everything you share with AI is discoverable in a court of law. AI talking to the authorities AND media about what you type into it? That is going a bit far I would say. The media?!?!?! :ROFLMAO:
  2. Daniel Nenni

    Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt

    The board is smaller but could be refreshed. There should be a 5 year expiration date for companies that are struggling.
  3. Daniel Nenni

    Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt

    Agreed. Stacy says it like it is, great guy. Do you really see Lip-Bu staying at Intel without manufacturing? He was hired to save the company, not save half of the company.
  4. Daniel Nenni

    Aion Silicon to Showcase Advanced SoC Design Capabilities at Andes RISC-V CON Silicon Valley

    READING, U.K. – April 25, 2025 – Aion Silicon (formerly Sondrel), a premier ASIC/SoC architecture and design partner, today announced its sponsorship and presence at the 2025 Andes RISC-V CON Silicon Valley April 29 at the DoubleTree Hotel in San Jose. As a trusted partner in high-performance...
  5. Daniel Nenni

    Exclusive: OpenAI Secures Another Giant Funding Deal (The New York Times)

    Here is the ChatGPT version: Summary: OpenAI Secures $8.3 Billion in Funding at $300 Billion Valuation (August 1, 2025) OpenAI has closed a massive $8.3 billion funding round, valuing the company at $300 billion, as it races to secure $40 billion in funding by the end of 2025. This round came...
  6. Daniel Nenni

    Key Intel Foundry executives retiring

    I know Gary, shocked he stayed as long as he did. He definitely had a window seat. He is past retirement age. Kaizad Mistry, career Intel, also of retirement age. Ryan Russell, career Intel, VP of Logic Development, maybe he took the fall for Intel 18A, Intel 20, Intel 3, Intel 4, Intel 7, etc.....
  7. Daniel Nenni

    Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment

    I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work DoD type of thing then he would not know. I highly doubt it though because corporate America would not allow it either. Those types of secrets do get out and...
  8. Daniel Nenni

    Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal

    Translation please?
  9. Daniel Nenni

    Why Samsung is losing its top talent to SK Hynix

    Probably not the memory division but the Texas logic fab will be the crash test dummy. I am a big fan of Elon, he has done some amazing things, but he does do dumb things as well so hopefully the Samsung deal will be the former and not that latter. I think it adds an element of risk for...
  10. Daniel Nenni

    UMC Reports Second Quarter 2025 Results

    Single digit growth is good for a 2nd tier foundry. GF is running a single digit deficit in 2025 thus far. Go UMC!
  11. Daniel Nenni

    Nvidia orders 300,000 H20 chips from TSMC due to robust China demand

    This is my point as to why we need to open technology trade with China. At least we will have some sense as to what they are doing. I also know there are some brilliant minds in China, I see this in the papers they write for technical conferences. If we collaborate the technology world will...
  12. Daniel Nenni

    Bernstein: World needs a TSMC alternative—and this name is best positioned

    Right, it is about risk. Out of the three foundries who can afford to take the Elon Musk risk? Only Samsung.
  13. Daniel Nenni

    Bernstein: World needs a TSMC alternative—and this name is best positioned

    Personally I do not think IFS will be shut down. Lip-Bu set low expectations and will beat them, that is how he works. It is the complete opposite of Pat Gelsinger. Samsung has a horrible track record in the foundry business. It is not just a yield problem, it is a company culture problem. If...
  14. Daniel Nenni

    Bernstein: World needs a TSMC alternative—and this name is best positioned

    Samsung, not Intel (NASDAQ:INTC), is best placed to emerge as the world’s leading alternative to Taiwan Semiconductor Manufacturing Co., according to Bernstein. In a new note examining Samsung’s reported $16.5 billion chip deal with Tesla (NASDAQ:TSLA), Bernstein said the partnership reinforces...
  15. Daniel Nenni

    How Intel Stock Falls to $10

    I did support Pat G and his IDM 2.0 100%. That was short lived however due to Pat's rantings. I still think IDM 2.0 can succeed but there cannot be any more over-promising. I know Lip-Bu, he sets realistic expectations and exceeds them, he does not overpromise. I was shocked that Lip-Bu took...
  16. Daniel Nenni

    How Intel Stock Falls to $10

    Someone like Silver Lake? The company who bought 51% of Altera? I just do not see how they can run Intel Foundry better than Lip-Bu. Unless, of course, a coalition of companies such as Qualcomm, Broadcom, Apple, invested in it. Of course they could do that as customers. :cool:
  17. Daniel Nenni

    UMC Reports Second Quarter 2025 Results

    22/28nm business reaches record high, accounting for 40% of Q2 revenue Second Quarter 2025 Overview: Revenue: NT$58.76 billion (US$2.01 billion) Gross margin: 28.7%; Operating margin: 18.4% Revenue from 22/28nm: 40% Capacity utilization rate: 76% Net income attributable to shareholders of the...
  18. Daniel Nenni

    How Intel Stock Falls to $10

    Who would buy Intel Foundry? And for how much? I cannot think of any qualified buyers, more qualified than having Lip-Bu run it as it is being run today.
  19. Daniel Nenni

    How Intel Stock Falls to $10

    Do you think, without fabs, Intel will be a clear leader against AMD and Nvidia? Or just another horse in a big horse? I agree with you by the way, the safe bet would be to off load manufacturing and milk the x86 cow. But safe bets do not get you maximum stock value over the long run.
  20. Daniel Nenni

    How Intel Stock Falls to $10

    Catchy title for sure. In my opinion the great Intel hope is to get manufacturing back integrated with design. Can Intel really compete with AMD on design when AMD has a much closer relationship with TSMC? We all know how important a close link between design and manufacturing is, right? Just...
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