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Search results

  1. Daniel Nenni

    Sources Say Intel Is An Acquisition Target

    TSMC also has DTCO for N3 and N2 which customers are now using so the PPA deltas will be more: At the 3nm node, DTCO improvements from 5nm can result in ~25% area reduction for logic circuits, as seen with TSMC's N3 process. At 2nm and beyond, advanced DTCO techniques (e.g., CFETs and hybrid...
  2. Daniel Nenni

    UMC Reports Fourth Quarter 2024 Results

    Robust 22nm pipeline to fuel growth in 2025, strengthening company's foundry competitiveness Fourth Quarter 2024 Overview: Revenue: NT$60.39 billion (US$1.84 billion) Gross margin: 30.4%; Operating margin: 19.8% Revenue from 22/28nm: 34% Capacity utilization rate: 70% Net income attributable to...
  3. Daniel Nenni

    Jensen Huang hosted a banquet for supply chain executives Young Liu, CC Wei and Barry Lam appeared at the meeting

    NVIDIA CEO Jen-Hsun Huang (middle, front row) hosted a banquet for supply chain executives at a well-known Taiwanese restaurant in Taipei at noon on the 18th, including TSMC Chairman Wei Zhejia (2nd row, 4th from right) and Hon Hai Chairman Liu Yangwei (2nd row, 5th from right) , Quanta Chairman...
  4. Daniel Nenni

    Sources Say Intel Is An Acquisition Target

    I see zero possibility of that happening. Was Jensen's jet at Mar-a-Lago? :ROFLMAO: GTC 2025 should be very entertaining this year. Nvidia really is crushing it. https://www.nvidia.com/gtc/
  5. Daniel Nenni

    Biden’s chips team hands off $52 billion program to a skeptical Trump

    Most of the grant funding for U.S. President Joe Biden's ambitious Chips and Science Act has been awarded, and the initiative has spurred more than $400 billion in planned company investments. But much of the job remains unfinished — and broader upheaval in the chip industry will only add to the...
  6. Daniel Nenni

    Netherlands tightens export controls on sanctioned semiconductor equipment — move made in line with U.S. limitations, ASML will apply for licenses...

    (Image credit: ASML) The Netherlands has once again tightened export controls to ensure that ASML will have to apply for export licenses with the Dutch government instead of the U.S. These new rules will come into effect on April 1st and is seemingly The Hague’s response to the updated list of...
  7. Daniel Nenni

    TSMC is confident its CHIPS Act funding will continue under Trump, says CFO Wendell Huang

    Key Points - TSMC has been promised $6.6 billion under the Biden-administration’s CHIPS and Science ACT to help build three cutting-edge chip fabrication plants in Arizona. - President-elect Donald Trump has accused Taiwan of “stealing” U.S. chip business. - Speaking to CNBC, TSMC CFO Wendell...
  8. Daniel Nenni

    CC Wei discussed the challenges of establishing TSMC's foundry in the US

    No problems reported at the TSMC fab in Japan which was completed in less than 2 years? Let's see what Dresden does. Either way TSMC clearly was not fully prepared to build a fab in the US, learning from their mistakes. TSMC, however, is a very quick learner, absolutely. Some companies play...
  9. Daniel Nenni

    Trump 'unlikely to take the initiative to use Taiwan as a bargaining chip' with Beijing, Bonnie Glaser says

    Some analysts are saying that American support for Taiwan could be conditional under next president Donald Trump, and that he could use Taiwan as a bargaining chip. What does a second Trump term mean for Taiwan, especially with a Republican-controlled Congress...
  10. Daniel Nenni

    VP Silicon Business Line - Intel Foundry Job

    Interesting, I told ChatGPT that Morris did not have an MBA and he had a PhD in electrical engineering from Stanford. Is it really that easy? ChatGPT says I do not have an MBA but I do. I told it I have a PhD in electrical engineering from Stanford, let's see what it says tomorrow. :ROFLMAO:
  11. Daniel Nenni

    VP Silicon Business Line - Intel Foundry Job

    I hate ChatGPT: Does Morris Chang have an MBA? Yes, Morris Chang, the founder of TSMC (Taiwan Semiconductor Manufacturing Company), has an MBA. He earned his Master of Business Administration (MBA) degree from Stanford University in 1964. In addition to his MBA, he also holds a Bachelor of...
  12. Daniel Nenni

    CC Wei discussed the challenges of establishing TSMC's foundry in the US

    https://www.fudzilla.com/news/60375-tsmc-allowed-to-build-2nm-chips-outside-taiwan
  13. Daniel Nenni

    CC Wei discussed the challenges of establishing TSMC's foundry in the US

    I really have mixed feelings about this. CC Wei has a very good sense of humor but sometimes it does not translate well. "I had a lot of snot and tears!?!?!? :ROFLMAO: CC Wei is also a great negotiator so this could be part of the speech as well, to get better responses from AZ politicians and...
  14. Daniel Nenni

    Sources Say Intel Is An Acquisition Target

    Musk actually did an investor takeover of sorts with Tesla and the founders were none to pleased. Would Tesla have been as successful without Musk? Probably not. But it was not a turn-around type of deal that Intel is. Could Musk be brokering a deal for Trump? Certainly possible. The other...
  15. Daniel Nenni

    Sources Say Intel Is An Acquisition Target

    I do not consider Intel 3 and 4 to be separate nodes, nor do I consider Intel 20 and 18A to be separate nodes. I also feel Intel 10 is not to be celebrated, it was a disaster. If you look back at the Intel Tick-Tock strategy it was a corporate strategy that we all respected. I have discussed the...
  16. Daniel Nenni

    VP Silicon Business Line - Intel Foundry Job

    Morris Change has an MBA from Harvard I believe? I just hope they hire from outside. Someone with foundry experience. I thought Kevin O’Buckley had this job? Maybe this person reports to Kevin?
  17. Daniel Nenni

    Sources Say Intel Is An Acquisition Target

    Yes, I understand this but I am also talking about focus. Intel needs to focus and distractions such as MobilEye and Altera are not helping, my opinion. I did not mean to say that Intel should sell fabs, packaging, and real estate. That was what AMD needed to do. Intel needs to build competitive...
  18. Daniel Nenni

    Sources Say Intel Is An Acquisition Target

    Yes, but ChatGPT proves me wrong yet again: :ROFLMAO: Pat Gelsinger, who served as Intel's CEO from February 2021 to December 2024, is known for his devout Christian faith. During his tenure, he advocated for creating inclusive environments that respect and accommodate various religious...
  19. Daniel Nenni

    VP Silicon Business Line - Intel Foundry Job

    Your AI-powered job assessment (says I am over qualified) :ROFLMAO: Nice comp plan though. Work at home for $350k. About the job Job Description About Foundry Services: Intel Foundry is a systems foundry dedicated to transforming the global semiconductor industry by delivering cutting-edge...
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