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Daniel Nenni's latest activity
excellent question. I am concerned on prepays to intel and prepays from intel . In my experience (supplier) a prepay is listed as a...
Yesterday at 5:44 AM
MKW is correct. Prepays are listed as assets by the payer, and a liability by the receiver. What's undefined with foundry prepays is...
Yesterday at 5:43 AM
Around 20:30 of this video, author Marc Hijink mentioned a fateful meeting during the SEMICON West in San Francisco in July 2013 between...
Friday at 7:37 PM
Free version...
Friday at 6:11 PM
AUSTIN, Texas — A foundation formed 28 years ago to attract a higher education center to the city of Taylor, just northeast of Austin...
Friday at 2:22 PM
Join TechInsights' Vice Chair, G. Dan Hutcheson, and author Marc Hijink, who spent 3 years immersed in ASML, as they discuss the rise of...
Friday at 11:57 AM
Just curious. Since Intel prepaid for a lot of N3 capacity, what will that do for their accounting?
Will the Lunar Lake and Arrow Lake...
Friday at 11:53 AM
"According to industry sources on May 13, SMIC reported first-quarter revenues of US$1.75 billion, positioning it behind TSMC at US$18.5...
Friday at 11:43 AM
If ARM started this AI chip development project one, two or more years ago then it's possible to have a 2025 rollout. Considering the...
Friday at 11:42 AM
AI Will be everywhere Arthur, especially on the edge. The cost will definitely come down. AI is a bubble right now (lots and lots of...
Friday at 11:36 AM
I completely agree, but I think the App Store and the royalty for defaulting to Google search are accounted for separately.
I think...
Thursday at 1:50 PM
Huawei sure did get clobbered by the US restrictions.
Thursday at 11:55 AM
The other half of the story is that Apple's share of smartphone gross profits is 80%. At least it was in 2023...
Thursday at 11:51 AM
While not quite a duopoly, Apple and Samsung have long been known to produce the most popular smartphones from a global perspective...
Thursday at 9:46 AM
I was being sarcastic about it being the union's fault, I knew at least one person would blame TSMC and TBiggs did not disappoint...
Thursday at 9:02 AM