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(Reuters) -The U.S. Department of Commerce is considering revoking authorizations granted in recent years to global chipmakers Samsung, SK Hynix and TSMC, making it more difficult for them to receive U.S. goods and technology at their plants in China, according to people familiar with the...
I use ChatGPT most days for research and fact checking. ChatGPT is also integrated into SemiWiki for content summaries and SEO. Since I have a proper semiconductor education and experience I have found it to be a useful tool. The first year I did see questionable results but it has improved...
I believe Intel management was shackled by unnecessary layers and processes. This is my personal experience working with Intel on different projects over the years. I also remember renegade Intel groups that really got stuff done but disappeared as time went on. Lip-Bu has said the same...
For Intel not even close. It could take months for Lip-Bu to truly understand what he has signed up for. Let's call it the honeymoon period, 6-12 months.
I just wonder if these publicly traded companies are held accountable for these errant press releases? Or can they just say economics have changed blah blah blah, and do the executive shuffle? Stakeholders seem to be blind eyeing this one.
Lip-Bu Tan • 2h
I am determined to re-establish an engineering-focused culture at Intel. This week, I am excited to welcome three new engineering leaders to Intel – Srinivasan Iyengar, J-D allegrucci and Shailendra Desai. I am confident they will help us build great products and delight our...
I would bet Lip-Bu is thinking the same. He is a tireless promoter of companies he has a vested interest in. Hopefully he has the staff now that can charge through all of the doors he opens.
I guess being replaced by AI is better than being laid off and not being replaced. :sneaky:
In the over/under betting I still say over 20% of Intel employees will be gone by year end.
This is what happens when you go out and listen to customers and partners:
“We have received feedback that...
I'm sure Softbank is keen to have TSMC involved but I'm not sure why. Softbank and Tesla/xAI will go head to head here but I agree, the AI press releases continue with impunity.
Credit: Shutterstock
Nvidia, through its venture capital arm NVentures, has joined Bill Gates and HD Hyundai in raising $650 million to back TerraPower, Gates’ nuclear power startup founded in 2006 that’s been working on small modular reactor (SMR) technology to standardize, miniaturize, and...
Deals Lost to TSMC, Focused Analysis on Galaxy, 3 Nano, and IP Issues
Samsung Electronics is in the midst of an inspection to restore its competitiveness in semiconductor foundry. Various discussions are taking place to solve fundamental problems. In particular, it is said that they are...
Google and the other hyper scalars are doing the same but it is Nvidia they are going after since the cost of GPUs are skyrocketing. The Intel/AMD competition is keeping costs down but Nvidia is a monopoly.
Key Points
- Amazon Web Services is set to announce an update to its Graviton4 chip that includes 600 gigabits per second of network bandwidth.
- Amazon is looking to reduce AI training costs and provide an alternative to Nvidia’s expensive graphics processing units, or GPUs.
- Anthropic’s...
A Texas Instruments Office is shown in San Diego, California, U.S., April 24, 2018. REUTERS/Mike Blake/File Photo
18 Jun 2025 09:13PM(Updated: 19 Jun 2025 01:43AM)
WASHINGTON :Texas Instruments said on Wednesday it will spend more than $60 billion to expand its U.S. manufacturing footprint, the...
I did not attend and I do not believe there is a forum thread on in. Feel free to start one. I know some of the vendors that attended SAFE and I will see them next week.
I agree completely. Another way to put it is setting reasonable expectations then beating them which Lip-Bu has said many times. He did the same as Cadence CEO, this is what he does, and I too believe this is why he was hired, amongst many other things of course.
Saying Lip-Bu does not have a...
June 18 (Reuters) - Intel hired three chip industry executives in engineering and networking roles on Wednesday, as part of CEO Lip-Bu Tan's plans to overhaul top management and turn around the embattled chipmaker.
Tan's plans include trimming the company's large workforce, hiring new...
