Jensen Huang’s declaration that “AGI has arrived” is less a scientific verdict than a compressed statement about infrastructure, economics and momentum. His evidence is OpenAI’s GPT-6 Astra, reportedly trained on more than 100,000 Nvidia Grace Blackwell NVL72 systems, followed by a promise that another 400,000 GPUs are coming… Read More
Author: Daniel Nenni
Nvidia Sees AGI While OpenAI Sees Danger
Samsung Might Be the Most Unusual Company on Earth
Samsung might be the most unusual company on earth because it is difficult to decide what kind of company it actually is. To most consumers, Samsung means smartphones, televisions, refrigerators. Yet the name also appears on apartment towers, cargo ships, hospital equipment, insurance policies, construction projects, and… Read More
TSMC’s 2026 OIP Forum to Spotlight the Technologies Shaping the Next Era of Chips
It’s that time of year again. Time certainly flies when AI is chasing you! This year marks the 18th TSMC OIP Ecosystem Forum, and it promises to be bigger and better than ever. My SemiWiki partners, Mike Gianfagna and Kalar Rajendiran, will join me in covering the event live, so stay tuned for all the news that’s fit to print.
Mike and… Read More
PDF Solutions CONNECT 2026: Where Semiconductor Data Meets AI
The semiconductor industry is entering a period in which manufacturing leadership will depend not simply on producing more data, but on turning that data into timely, trustworthy decisions. PDF Solutions CONNECT 2026 is designed around this challenge. Taking place October 15–16 at the Westin St. Francis in San Francisco, the… Read More
Executive Interview with Raghu Belur, Co-Founder of Enphase Energy
Raghu co-founded Enphase Energy with Martin Fornage in 2006. He has more than 25 years of experience in the clean energy and high‑technology industries, and has been at the forefront of developing Enphase’s leading integrated energy system—with solar generation, storage, monitoring, and control. Prior to Enphase, Raghu developed
SemiWiki CEO Interview with Dr. Nissan Maskil of Qarakal Quantum
Nissan Maskil, PhD, is the CEO and co-founder of Qarakal Quantum, established in 2024. Nissan brings 40 years of national technology program experience to Qarakal Quantum, where they’re working to enable researchers and enterprises to run larger and more meaningful quantum computing workloads sooner.
Nissan is a deep-tech… Read More
Jalapeño Hot Chip, Cool Power Bill: OpenAI Turns Up the Heat on AI Inference
OpenAI’s Jalapeño is a custom accelerator designed specifically for AI inference, particularly the low-latency, multi-chip workloads behind interactive and agentic systems. Its central idea is that useful performance cannot be reduced to peak floating-point operations or memory bandwidth. What matters is how quickly … Read More
2026 Ceva Edge Symposium: Building Intelligence Beyond the Cloud
The 2026 Ceva Edge Symposium will bring together engineers, technology leaders, ecosystem partners, and innovators to explore a major shift in computing: moving artificial intelligence from distant cloud infrastructure into the devices that interact directly with the physical world. Scheduled for November 2 in Hsinchu,… Read More
High-NA EUV Moves From Experiment to Manufacturing
Intel Foundry and ASML say high-numerical-aperture extreme-ultraviolet lithography has crossed an important boundary: it is no longer only a development tool, but a production technology. At the SPIE Photomask Technology and Extreme Ultraviolet Lithography conference, the companies reported that Intel has processed … Read More
ASML and TSMC’s 12-Inch Photomask Initiative: Technical Significance
ASML and TSMC’s proposed shift from 6-inch to 12-inch photomasks is an attempt to redesign a critical but often overlooked part of advanced semiconductor manufacturing. Photomasks are precision plates carrying the circuit patterns projected by a lithography scanner onto a silicon wafer. In extreme-ultraviolet lithography,… Read More
High-NA’s Obituary Was Premature