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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 better but rather than do big releases they would do iterative ones which I think is a great strategy for customer input.
US chip giant secures all initial stock from ASML / Samsung and SK Hynix to get units next year
Intel has secured the majority of high-NA extreme ultraviolet (EUV) equipment that ASML is manufacturing up to the first half of next year, TheElec has learned,
The Dutch fab equipment maker is...
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 but also sales savvy.
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 Semiconductor acquisition. I was impressed. Great sales presence. I do not know how the ASIC business at Marvell is doing but I see this as a good move. In...
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 though, not a sprint. Unfortunately the financial types are more of sprinters which tells you that Pat Gelsinger is a very persuasive leader!
STRENGTHENING THE U.S. SEMICONDUCTOR SUPPLY CHAIN
NEW REPORT PROJECTS POSITIVE IMPACT OF CHIPS ACT, BUT CHALLENGES REMAIN
A new report by the Semiconductor Industry Association (SIA) and the Boston Consulting Group on the semiconductor supply chain forecasts significant improvements in the...
(Bloomberg) -- Superpowers led by the US and European Union have funneled nearly $81 billion toward cranking out the next generation of semiconductors, escalating a global showdown with China for chip supremacy.
It’s the first wave of close to $380 billion earmarked by governments worldwide for...
FILE PHOTO: Illustration shows Intel logo
(Reuters) -Intel is in advanced talks for a deal with Apollo Global Management in which the equity firm would provide more than $11 billion to build a facility in Ireland, the Wall Street Journal reported on Monday.
The move comes as Intel looks to...
This is not my experience here in Silicon Valley. We are all about stock and options. If you have a big job market like we do here the competition to hire people is fierce which means good wages, raises, and career growth, absolutely.
Quite the opposite for me. I see RISC-V everywhere. Mostly in support roles and on the edge but I do know of RISC-V server chips in process.
Andes, Synopsys, and MIPS are now supporting RISC-V replacing custom architectures.
It really is something the entire world can get behind. A RISC-V...
We are actually coming full circle. Systems companies used to have their own fabs and make custom chips. IDMs changed that and fabless changed it again. Systems companies are now taking back control of their silicon and it will in fact shrink the market for fabless companies but the ecosystem...
Yellen meets Japan and Korea counterparts in Washington
SEOUL (Reuters) - South Korea is readying plans for a support package for chip investments and research worth more than 10 trillion won ($7.30 billion), the finance minister said on Sunday, after setting its sights on winning a "war" in...
