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  1. Daniel Nenni

    Biden Makes $11 Billion Push to Beat China at Chip Research

    (Bloomberg) -- The Biden administration’s efforts to revitalize the chip industry have mostly focused on doling out multibillion-dollar grants for domestic factories. But there’s a less-discussed side to the push: turning cutting-edge semiconductor research into a more enticing field for...
  2. Daniel Nenni

    TSMC's New N4C

    The TSMC Symposium was full of surprises. I do not remember a process from TSMC branded as cost effective but here it is: And here is where it fits in the updated TSMC roadmap: TSMC N4P is a big node so I understand the reasoning behind N4C and I hope it will be the N4 version that Arizona...
  3. Daniel Nenni

    Huawei-led Chinese firms aim to make advanced memory chips by 2026

    FILE PHOTO: The logo of the Huawei Technologies Co. Ltd. is seen outside its headquarters in Shenzhen, Guangdong province (Reuters) - A group of Chinese chip companies led by Huawei Technologies and backed by the country's government aims to produce high-bandwidth memory (HBM) semiconductors, a...
  4. Daniel Nenni

    Micron to Onshore Leading-Edge Memory Chip Production in U.S. for First Time in Decades

    U.S. Department of Commerce Proposes up to Roughly $6.14 Billion for Micron to Expand Domestic DRAM Chip Production in Idaho and New York Micron’s Full Vision Would Create Approximately 20,000 Jobs and Catalyze up to $125 Billion in Private Capital Over Two Decades, Including Commitments of $50...
  5. Daniel Nenni

    TSMC says 'A16' chipmaking tech to arrive in 2026, setting up showdown with Intel

    Here is the first article from the symposium: By Stephen Nellis SANTA CLARA, California (Reuters) -Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with longtime...
  6. 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...
  7. 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...
  8. 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...
  9. 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...
  10. 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...
  11. 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...
  12. Daniel Nenni

    Micron set to get $6.1 bln in chip grants from US

    By Reuters April 18, 20248:55 AM PDTUpdated 34 min ago A smartphone with a displayed Micron logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration/File Photo April 18 (Reuters) - Memory chip maker Micron Technology (MU.O), opens new...
  13. Daniel Nenni

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

    Intel Foundry has received and assembled the industry’s first High Numerical Aperture (High NA) Extreme Ultraviolet (EUV) lithography system. The new tool provides the ability to dramatically improve resolution and feature scaling for the next generation of processors, enabling Intel Foundry to...
  14. Daniel Nenni

    TSMC Q1 2024 Discussion

    TSMC Reports First Quarter EPS of NT$8.70 HSINCHU, Taiwan, R.O.C., Apr. 18, 2024 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$592.64 billion, net income of NT$225.49 billion, and diluted earnings per share of NT$8.70 (US$1.38 per ADR unit) for the first quarter...
  15. Daniel Nenni

    Semiconductor equipment maker ASML ships second 'High NA' EUV machine

    Wed, April 17, 2024 at 4:48 AM PDT·2 min read FILE PHOTO: Illustration shows ASML logo AMSTERDAM (Reuters) - ASML, the biggest supplier of equipment to computer chip makers, said on Wednesday said it has shipped one of its newest "High NA" EUV lithography systems to a second customer. ASML...
  16. Daniel Nenni

    5 things you should know about High NA EUV lithography

    An open, fully assembled TWINSCAN EXE:5000 After a decade of R&D, ASML shipped the first modules of the first High NA EUV lithography system to Intel in December 2023. The TWINSCAN EXE:5000 represents a significant step forward for cutting-edge chip manufacturing. Chipmakers rely on shrink –...
  17. Daniel Nenni

    Applied Materials could abandon $4bn US R&D project

    Sources say Applied Materials might cancel its proposed Silicon Valley research unit because of a lack of government investment. The Biden administration announced in March that it would no longer fund the construction or renovation of facilities for semiconductor research and development...
  18. Daniel Nenni

    The state of the Foundry market before TSMC reports

    An overview of last quarters result CLAUS AASHOLM APR 16, 2024 The state of the semiconductor foundry market is key to understanding the dynamics of the semiconductor industry. The results of the foundry companies precede that of the semiconductor industry and can give an idea of what is next...
  19. Daniel Nenni

    Startup Rivos raises $250 million to develop RISC-V AI chips

    (Reuters) - Chip startup Rivos said on Tuesday it raised $250 million in a funding round that will enable it to manufacture its first server chip geared for artificial intelligence. Nvidia's combination of chips and CUDA software dominates the market for AI-related computing, and Nvidia gobbled...
  20. Daniel Nenni

    Updates: Intel’s 10 Largest Construction Projects

    As it widens its foundry aspirations, Intel’s projects help advance semiconductor manufacturing and technology leadership and build a globally resilient, secure and sustainable supply chain. For more than 50 years, Intel has been innovating, investing and supporting global semiconductor...
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