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Things From Intel 10K That Make You Go …. Hmmmm

Things From Intel 10K That Make You Go …. Hmmmm
by Mark Webb on 03-08-2026 at 8:00 am

MKW Ventures Semiconductors

INTEL FORM 10-K

☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the fiscal year ended December 27, 2025.

1) Intel is constrained on manufacturing. Not by TSMC. But by IFS and mainly by Intel 7, a node from 2021. Normally constraints are good, it means you are running efficiently with lots of … Read More


Global 2nm Supply Crunch: TSMC Leads as Intel 18A, Samsung, and Rapidus Race to Compete

Global 2nm Supply Crunch: TSMC Leads as Intel 18A, Samsung, and Rapidus Race to Compete
by Daniel Nenni on 03-06-2026 at 6:00 am

TSMC 2NM Intel 18A Samsung 2nm Rapidus 2nm

The semiconductor industry is in the midst of a structural supply challenge that’s tightly coupled to exploding demand for advanced chips, especially those used in AI, HPC, and next-generation mobile and consumer devices. At the center of this vortex is the 2nm class of manufacturing technology, representing one of the most … Read More


Apple’s iPhone 17 Series 5G mmWave Antenna Module Revealed to be Powered by Soitec FD-SOI Substrates

Apple’s iPhone 17 Series 5G mmWave Antenna Module Revealed to be Powered by Soitec FD-SOI Substrates
by Daniel Nenni on 03-02-2026 at 8:00 am

Qualcomm’s QTM565 mmWave Antenna Module

Recent independent teardown and technical analyses have confirmed that the 5G mmWave antenna module powering Apple’s latest iPhone 17 lineup relies on advanced SOITEC based Fully Depleted Silicon-On-Insulator (FD-SOI) substrate technology. The discovery highlights a significant architectural shift in high-frequency… Read More


TSMC Process Simplification for Advanced Nodes

TSMC Process Simplification for Advanced Nodes
by Daniel Nenni on 02-22-2026 at 4:00 pm

TSMC Patent US10692720B2

In the modern world, the semiconductor industry stands at the heart of technological innovation. From smartphones and laptops to advanced medical devices and artificial intelligence systems, nearly every piece of contemporary electronics depends on increasingly sophisticated microchips. Among the leading companies … Read More


TSMC and Cadence Strengthen Partnership to Enable Next-Generation AI and HPC Silicon

TSMC and Cadence Strengthen Partnership to Enable Next-Generation AI and HPC Silicon
by Daniel Nenni on 02-15-2026 at 6:00 pm

TSMC WAFER

TSMC continues to reinforce its leadership in advanced semiconductor manufacturing through its deepening collaboration with Cadence Design Systems. The expanded partnership focuses on enabling next-generation artificial intelligence and high-performance computing innovations by aligning advanced electronic design… Read More


Podcast EP331: Soitec’s Broad Impact on Quantum Computing and More with Dr. Christophe Maleville

Podcast EP331: Soitec’s Broad Impact on Quantum Computing and More with Dr. Christophe Maleville
by Daniel Nenni on 02-13-2026 at 10:00 am

Daniel is joined by Dr. Christophe Maleville, Chief Technology Officer and Senior Executive Vice-President of Soitec’s Innovation. He joined Soitec in 1993 and was a driving force behind the company’s joint research activities with CEA-Leti. For several years, he led new SOI process development, oversaw SOI technology transfer… Read More


TSMC vs Intel Foundry vs Samsung Foundry 2026

TSMC vs Intel Foundry vs Samsung Foundry 2026
by Daniel Nenni on 02-13-2026 at 6:00 am

TSMC vs Intel Foundry vs Samsung Foundry

The global semiconductor industry sits at the foundation of modern technology, powering everything from smartphones and cloud data centers to artificial intelligence, automobiles, and national defense systems. At the center of advanced chip manufacturing are three major players: TSMC, Samsung Foundry, and Intel FoundryRead More


Gate-All-Around (GAA) Technology for Sustainable AI

Gate-All-Around (GAA) Technology for Sustainable AI
by Daniel Nenni on 02-09-2026 at 8:00 am

Gate All Around Technology for Sustainable AI SemiWiki

The transition from FinFET to Gate-All-Around (GAA) transistor technology represents a pivotal moment in the evolution of logic devices, driven by both physical scaling limits and the rapidly growing computational demands of artificial intelligence. As semiconductor technology approaches the sub-3 nm regime, traditional… Read More


TSMC & GCU Semiconductor Training Program: Preparing Tomorrow’s Workforce

TSMC & GCU Semiconductor Training Program: Preparing Tomorrow’s Workforce
by Daniel Nenni on 02-08-2026 at 2:00 pm

TSMC GCU Semiconductor Training Program

The expansion of semiconductor manufacturing in the United States, particularly with TSMC’s multi-fab campus in Phoenix, Arizona, has created a significant need for skilled technical workers. To meet this demand, TSMC has partnered with educational institutions, including Grand Canyon University (GCU), to launch… Read More


NanoIC Extends Its PDK Portfolio with First A14 Logic and eDRAM Memory PDK

NanoIC Extends Its PDK Portfolio with First A14 Logic and eDRAM Memory PDK
by Daniel Nenni on 02-04-2026 at 6:00 am

Nano IC TSMC Process Roadmap

NanoIC has announced a major expansion of its process design kit portfolio with the introduction of its first A14 logic and embedded eDRAM  memory PDK. This milestone reflects the company’s growing role in enabling advanced semiconductor design at cutting-edge technology nodes and addresses increasing industry demand for… Read More