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Daniel Nenni's latest activity
I just don't think it is true. No way intel has bought every single unit until 2H25. Considering ASML has shipped their second customer...
Yesterday at 7:14 PM
https://newatlas.com/computers/super-pure-silicon-quantum/
It looks like this advance may make significant improvements in chip...
Yesterday at 4:55 PM
In theory more perfect substrates should have 0 impact on performance of leading edge CMOS devices as the channel is not made from the...
Yesterday at 4:55 PM
It becomes 3GM3Y and 5N4Y.
Yesterday at 3:46 PM
Another quote "ASML’s high-NA EUV equipment is a must for chipmakers to make 2-nanometer (nm) process node chips." intel uses it in...
Yesterday at 2:34 PM
Semiconductors is a political football. I wonder if we will continue to get all of this attention and money AFTER the election.
Yesterday at 2:11 PM
Daniel Nenni replied to the thread
GPT-4o .
I saw a talk with Sam Altman and he was asked for one word to describe ChatGPT4. The replay was "embarrassing". He said they can do...
Yesterday at 1:46 PM
US chip giant secures all initial stock from ASML / Samsung and SK Hynix to get units next year
Intel has secured the majority of...
Yesterday at 11:44 AM
He had a long career at IBM so I would say yes.
https://www.linkedin.com/in/kmobuckley/
He is a double edged sword. Very technical...
Yesterday at 11:38 AM
Well, the only way the money could be cheaper from PE funding is if they can offset their debts (the bank loans raised to fund the...
Yesterday at 10:26 AM
Intel is using a very interesting financial strategy to finance an expensive fab build-out, while maintaining free cash flow and ability...
Yesterday at 10:26 AM
Yes, Intel wants people think it's a joint venture with Brookfield. In a more glamour way, Intel calls this type of deals as pat of...
Yesterday at 10:25 AM
Kevin is a long time IBM/GF ASIC person. GF spun it out and sold it to Marvell for $650M in 2019. I met Kevin at GF after the IBM...
Yesterday at 10:12 AM
Well, Pat did say Intel was all-in...
I think Intel opening up the fabs for foundry business is a sound strategy. It is a marathon...
Yesterday at 9:57 AM
During one of the quarterly earnings conference calls, TSMC CFO Wendell Huang was asked by an analysist if TSMC ever considered...
Yesterday at 9:55 AM