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Recent content by Daniel Nenni

  1. Daniel Nenni

    Samsung, Apple and Xiaomi Command Half of the Global Smartphone Market in Q1 2024

    Huawei sure did get clobbered by the US restrictions.
  2. Daniel Nenni

    Samsung, Apple and Xiaomi Command Half of the Global Smartphone Market in Q1 2024

    While not quite a duopoly, Apple and Samsung have long been known to produce the most popular smartphones from a global perspective. Over the past years, however, Chinese tech companies have started catching up and, at times, even overtaking Apple's iPhone product lines. Our chart based on data...
  3. Daniel Nenni

    Explosions are never good, 2025 still going to happen ?

    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. Equipment fails and this one failed during inspection. I'm sure they will get to the bottom of it but TSMC gets clicks so here we are...
  4. Daniel Nenni

    Explosions are never good, 2025 still going to happen ?

    Damn unsafe Unions! Tank malfunction. Aren't the Unions supposed to protect their workers? That is what Union dues are for? A simple inspection of the fuel tank would have prevented this. But of course TSMC will be blamed while the Unions sleep until noon. 😉...
  5. Daniel Nenni

    Intel secures high-NA EUV kits over rivals

    “The cost is very high,” TSMC Senior Vice President Kevin Zhang said at a technology symposium in Amsterdam on Tuesday, referring to ASML’s latest system known as high-NA extreme ultraviolet. “I like the high-NA EUV’s capability, but I don’t like the sticker price.” Zhang said the costs of...
  6. Daniel Nenni

    Intel secures high-NA EUV kits over rivals

    Actually ship in HVM? Highly unlikely since the 18A PDK is not ready yet. They may get some chiplets out by then but not a full chips in volume.
  7. Daniel Nenni

    TSMC Global Pricing Strategy

    Private conversation. I will ask customer contacts and see if they know of it yet.
  8. Daniel Nenni

    TSMC Global Pricing Strategy

    Yes, I read that and assumed the same but at the TSMC Symposium I was told that was not the case. If so customers would not use the US fabs. But CC is right, each wafer agreement is negotiated independently and it is very confidential. I would not call it country specific pricing, it is customer...
  9. Daniel Nenni

    Chinese firms make headway in producing high bandwidth memory for AI chipsets

    Illustration picture of Chinese flag with semiconductor chips SINGAPORE/BEIJING (Reuters) - Two Chinese chipmakers are in the early stages of producing high bandwidth memory (HBM) semiconductors used in artificial intelligence chipsets, according to sources and documents. The progress in HBM -...
  10. Daniel Nenni

    Another Intel leader bites the dust, is this good?

    Recently ex Intel guy from India: Director of Engineering/Principal Engineer (elected PE 2019) Intel Corporation Jul 2018 - Jan 2024 · 5 yrs 7 Bangalore India
  11. Daniel Nenni

    Intel nears $11 billion deal with Apollo for Ireland factory, WSJ reports

    I really don't think Intel will use TSMC after N3. Intel will have plenty of 18A capacity and yes Pat needs to fill the fabs that are financed. TSMC will want a premium for an Intel N2 wafer agreement so that will probably not happen.
  12. Daniel Nenni

    Intel secures high-NA EUV kits over rivals

    Tough year indeed. Remember, the first N3 (Apple) has more EUV layers than N5 if that makes a difference.
  13. Daniel Nenni

    Daniel Nenni on Broken Silicon / MLID - 5/13/24

    That was fast, it was recorded yesterday. Not my favorite thing to do :oops: and no I don't blink that much. Not hard to figure out. I got married right after I started my first job in the semiconductor industry and this year is my 40th wedding anniversary.
  14. Daniel Nenni

    Intel secures high-NA EUV kits over rivals

    TSMC has more than half of the current EUV systems in service. This was stated at the TSMC Symposium. HNA-EUV is all about lowering production cost. At some point in time Intel will make cheaper wafers with HNA-EUV and that is a very important thing for Intel Foundry. It is hard for me to...
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