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Recent content by Daniel Nenni

  1. Daniel Nenni

    Biden sharply hikes US tariffs on billions in Chinese chips

    Free version: https://www.msn.com/en-sg/news/other/how-china-s-ev-overcapacity-has-come-to-a-head-after-15-years-and-what-s-in-store-for-the-industrial-policy-race-with-us-and-eu/ar-BB1ml8oW How China’s EV overcapacity has come to a head after 15 years, and what’s in store for the industrial...
  2. Daniel Nenni

    Taylor-Based Foundation Gifts 68-Acre Property to UT to Support Semiconductor Ecosystem

    AUSTIN, Texas — A foundation formed 28 years ago to attract a higher education center to the city of Taylor, just northeast of Austin, has given The University of Texas at Austin a 68-acre tract that will be developed into The University of Texas at Austin – Taylor Center. The property is...
  3. Daniel Nenni

    ASML's Evolution Towards Leadership and Beyond

    Join TechInsights' Vice Chair, G. Dan Hutcheson, and author Marc Hijink, who spent 3 years immersed in ASML, as they discuss the rise of ASML, the world's leading chip equipment supplier. Explore its EUV technology, partnerships, and global impact. Can it maintain its position? 04:21 US/EU...
  4. Daniel Nenni

    How Will AI/ML Evolve?

    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 training), but when things calm down you will see some amazing things, absolutely.
  5. 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.
  6. 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...
  7. 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...
  8. 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. 😉...
  9. 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...
  10. 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.
  11. Daniel Nenni

    TSMC Global Pricing Strategy

    Private conversation. I will ask customer contacts and see if they know of it yet.
  12. 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...
  13. 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 -...
  14. 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
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