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Recent content by Daniel Nenni

  1. Daniel Nenni

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    I think AZ was a big learning experience for TSMC and the fast Japan fab build was a response to that experience. Asian cultures are much more compatible than the current US working culture for sure and it makes one wonder if Intel can really compete with Asian based fabs? TSMC is very careful...
  2. Daniel Nenni

    UMC Reports First Quarter 2024 Results

    1Q24 results in line with guidance with wafer shipments up 4.5% QoQ First Quarter 2024 Overview1: Revenue: NT$54.63 billion (US$1.71 billion) Gross margin: 30.9%; Operating margin: 21.4% Revenue from 22/28nm: 33% Capacity utilization rate: 65% Net income attributable to shareholders of the...
  3. Daniel Nenni

    Power Challenges at Nevada Data Center campus

    I have a sailing friend who works at a small nuke start-up (SMR). From what I have learned they are the future. Given the power requirements of hyper scalars and AI what other choices do we have? https://www.iaea.org/newscenter/news/what-are-small-modular-reactors-smrs
  4. Daniel Nenni

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    I would say exaggerated. Did you know that TSMCs utilization at advanced fabs are currently at 70%? So what is the hurry in AZ?
  5. Daniel Nenni

    60 MINUTES - NEWSMAKERS: Commerce Secretary Gina Raimondo on U.S. microchip production, blocking of sales to China, Russia

    Gina Rainmondo is very smart and a quick learner, but she is a hardcore politician. I remember helping an AP reporter with an article when Russia invaded Ukraine. He gave me semiconductor part numbers of chips they found in Russian weapons. Most were older PLDs and FPGAs but there were some CPUs...
  6. Daniel Nenni

    Malaysia to build massive chip design park

    Malaysian Prime Minister Anwar Ibrahim has announced a plan to build a massive chip design park© Tobias SCHWARZ Malaysia's leader on Monday announced plans to build a massive semiconductor design park, aiming to boost the Southeast Asian nation's role in the global chip industry. A prominent...
  7. Daniel Nenni

    TSMC March 2024 Revenue Report

    https://www.yahoo.com/finance/news/huawei-sales-soaring-china-apple-105104129.html
  8. Daniel Nenni

    Apple Not Adopting TSMC 2nm for iPhone 17? A19 Pro Chip Rumored to Use N3P Process

    Funny article from Trendforce. Very hit and miss with this company.
  9. Daniel Nenni

    Apple Not Adopting TSMC 2nm for iPhone 17? A19 Pro Chip Rumored to Use N3P Process

    Apple currently uses TSMC’s 3-nanometer process for multiple chipsets. According to a report from wccftech, the iPhone 17 chipset will not adopt the 2-nanometer process. Instead, the A19 Pro chip, expected in 2025, is reportedly maintaining the 3-nanometer technology. The same report suggests...
  10. Daniel Nenni

    Memory chips lead with 44.8%, driving market growth

    The intensifying competition for dominance in semiconductor manufacturing underscores a race among major economies worldwide. This booming market ranks among the fastest-growing sectors globally, fueled by the expansion of artificial intelligence and electric vehicles. The US, China, Taiwan, and...
  11. Daniel Nenni

    60 MINUTES - NEWSMAKERS: Commerce Secretary Gina Raimondo on U.S. microchip production, blocking of sales to China, Russia

    What does the secretary of commerce do? Until now, mainly promote U.S. businesses abroad. It had not been a high-profile job til Gina Raimondo turned the second-tier agency into a center of job creation, manufacturing, and national security. Once the governor of Rhode Island, Raimondo, at 52...
  12. Daniel Nenni

    Intel is industry’s first mover on High NA EUV lithography system.

    Samsung, TSMC and Intel all invested in ASLM: https://www.zdnet.com/article/tsmc-to-invest-1-4b-in-asml-chip-kit-stake/ https://www.computerworld.com/article/1414175/samsung-invests-976-million-in-asml-for-tech-to-build-smaller-chips.html It took a village to bring EUV to market and let's...
  13. Daniel Nenni

    Taiwan's TSMC founder Morris Chang receives medal of honour

    Tycoon Morris Chang received one of Taiwan's highest medals of honour to recognise his achievements as the founder of semiconductor giant TSMC (STR) Taiwanese tycoon Morris Chang received one of the island's highest medals of honour on Friday, in recognition of his achievements as the founder...
  14. Daniel Nenni

    TSMC Q1 2024 Discussion

    In China iPhone sales were down by 24% in the first six weeks of the year, per data from Counterpoint Research.
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