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“Twenty, 30 years ago, we are really the leader,” Tan said during a conversation broadcast to Intel employees around the world. “Now I think the world has changed. We are not in the top 10 semiconductor companies.”
Intel’s turnaround will be a “marathon,” Tan said, describing the layoffs that...
Sourced from Navitas’ 8-K filing.
Positive
New foundry partnership: Navitas secured PSMC as an alternative GaN wafer source with mass production slated for H1 2026.
Advance notice: TSMC’s 2027 exit provides a two-year window for orderly transition, reducing immediate disruption risk...
When prominent CEOs lose their jobs, they sometimes go into a period of virtual hibernation. They retreat from public view, nursing their wounds. Sometimes they never re-emerge.
That hasn’t been the case with Pat Gelsinger, forced from his job as Intel’s chief executive last fall. Gelsinger was...
The title is a misnomer because it should read a “Little Hsinchu” and not a “Tiny Taipei”.
"How TSMC’s Arizona Chip Plant Seeded a Tiny Taipei in the Desert: Taiwan Semiconductor Manufacturing Company, a global tech giant, brought thousands of workers from Asia to the Phoenix suburbs for jobs...
Key quotes:
“They had a God complex; they were super arrogant,” a former high-level executive who worked at Intel for more than 20 years told Yahoo Finance. “They felt like they had such a large competitive advantage that they could never do anything wrong.”
"Nobody in the Intel Technology...
The vultures are circling—and America could potentially lose one of its most important manufacturing assets. After a horrendous earnings report last quarter, Qualcomm, ARM, Apollo, and probably others have been looking at how to pick the flesh off Intel’s bones.
After 30 years of holding the...
Marvell Technology’s billionaire co-founder, Sehat Sutardja, has died
Sehat Sutardja, the chip industry pioneer who is best known for co-founding Marvell Technology, has died aged 63 years old, according to a statement from a company where he serves on the board.
The billionaire, who was born...
https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html
I don’t understand why the US government is moving to cripple NVidia. It’s not Jensen’s fault that he’s a visionary CEO. It’s also not Jensen’s fault that Intel had incompetent leadership for 15 years...
We need domestic trailing edge capacity but does it make sense to create a new mini foundry?
"Proposed Investment of Approximately $120 Million From CHIPS and Science Act Would Build on Minnesota’s Decades-Long History in the Semiconductor Industry and Create over 160 Jobs"...
TSMC will be manufacturing N2 in its second Phoenix fab and will be opening up a third factory in Phoenix with a total projected investment of $65B. Taiwan Semiconductor Manufacturing Company plans to build an additional factory and upgrade another planned facility in Phoenix with the federal...
https://www.wsj.com/tech/samsung-to-fortify-u-s-chip-revival-by-swelling-its-texas-investment-to-44-billion-6d2d1799
WSJ reporting that Samsung will be spending $44B
