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  1. Daniel Nenni

    Simulation World 2025: A Message from Ansys CTO

    I don’t want you to miss out on hearing from some of the top leaders across industries who will be presenting at Simulation World 2025, so I’m writing to let you know what you can expect over this two-day event. Simulation World is where you’ll experience inspirational presentations from...
  2. Daniel Nenni

    President Trump Secures $200B Investment from Micron Technology for Memory Chip Manufacturing in the United States

    FOR IMMEDIATE RELEASE Thursday, June 12, 2025 Media Contact: Office of Public Affairs, publicaffairs@doc.gov Trump Administration Restores Chipmaking Leadership in the United States with Historic Investment in Idaho, New York, and Virginia -Washington, D.C. — Today, the Department of Commerce...
  3. Daniel Nenni

    Pete Hegseth: US will go to war to stop China from taking Taiwan

    Remember, CC Wei is friends with Trump now. As are Jensen Huang, Lisa Hsu, Tim Cook etc... Anyone that can invest billions of dollars in the US economy. I really think Taiwan has the president's ear. The only concern is that if China makes the US a better offer. :ROFLMAO:
  4. Daniel Nenni

    TSMC Manages to Maintain the Crown in the Foundry Market as Samsung Is On Track to Be Replaced by China’s SMIC in Chip Market Share

    TSMC CAPEX for 2025 is 40B? and may even be higher with N2 dominating 2nm.
  5. Daniel Nenni

    Intel Employees "Very Optimistic"

    Another word for process ramping is improving yield. TSMC is a very high yield foundry so it will be tough to beat them at 3nm and now 2nm.
  6. Daniel Nenni

    Qualcomm strengthens AI portfolio with $2.4 billion Alphawave deal

    Verisilicon had an exclusive reseller agreement for China with Alphawave. The founder of Verisilicon is the brother in-law of the Alphawave Chairman of the Board so very close ties but not considered a presence by China law.
  7. Daniel Nenni

    Qualcomm strengthens AI portfolio with $2.4 billion Alphawave deal

    Nope. Alphawave does not have a presence in China but other countries still have to sign off but I see no issue here.
  8. Daniel Nenni

    China can shrug off U.S. tech controls, thanks to open-source design and chip packaging techniques, says Huawei’s founder

    Huawei CEO Ren Zhengfei during an interview in Taiyuan, Shanxi province, China, Feb. 9, 2021. Huawei, the Chinese tech giant, has borne the brunt of U.S. restrictions since 2019, when Washington barred it from acquiring advanced components. Export controls passed in 2022 further constrained...
  9. Daniel Nenni

    TSMC Manages to Maintain the Crown in the Foundry Market as Samsung Is On Track to Be Replaced by China’s SMIC in Chip Market Share

    Samsung gross margins are closer to SMIC than TSMC I can tell you that much. Probably lower than SMIC since Samsung is on the bleeding edge and regularly experiences single digit yield.
  10. Daniel Nenni

    TSMC May 2025 Revenue Report

    My guess is that TSMC will grow revenue by 40% this year and next. No competition at 3nm or 2nm and the N3 designs are now in HVM so there is only upside coming their way, absolutely. Unless of course we have a geopolitical incident but I have complete confidence in CC Wei, Lisa Su, Jensen...
  11. Daniel Nenni

    Intel Employees "Very Optimistic"

    I read her comment and thought spin spin spin spin spin. This is why they don't let me ask questions on investor calls. No way would I let that one slip by.
  12. Daniel Nenni

    Pete Hegseth: US will go to war to stop China from taking Taiwan

    If not for the semiconductor industry I agree. Unfortunately Intel will never have the scale of TSMC so Taiwan will be independent for the foreseeable future. The Taiwan Government and citizens are 100% behind TSMC for this reason. The Silicon Shield gets stronger with every new TSMC fab built...
  13. Daniel Nenni

    Intel Employees "Very Optimistic"

    To be fair 10nm was not a good node for the foundries either. Samsung 10nm did not yield so they had to resort to selling good die versus wafers to Qualcomm. TSMC 10nm was not a popular node either, most companies skipped it other than Apple.
  14. Daniel Nenni

    Intel Employees "Very Optimistic"

    Why did Intel sign a TSMC N2 wafer agreement? This happened before Lip-Bu. Intel could get better pricing from Samsung for sure so why pay a premium at TSMC? Or why not use 18A? What is the latest spin here?
  15. Daniel Nenni

    Qualcomm strengthens AI portfolio with $2.4 billion Alphawave deal

    Alphawave has an exclusive distribution deal with Siemens EDA. Hopefully that will continue. Aqua Acquisition Sub LLC, an indirect wholly-owned subsidiary of Qualcomm Incorporated did the acquisition which is interesting. I need to learn more about this one. Stay tuned.
  16. Daniel Nenni

    Intel Employees "Very Optimistic"

    According to marketing presentations Samsung is the leader at 3nm and 2nm so this conversation is moot. :ROFLMAO: Unless of course we count yield? What is 18A yielding? TSMC N2 is at 80%+ yield last I heard and Samsung 2nm was at 8%.
  17. Daniel Nenni

    Imperial College London Chooses Intel Xeon 6 for Latest HPC Supercomputer

    (~30 MB) Leading UK university's new system delivers more compute performance for scientific research while reducing environmental footprint. Intel Xeon 6 6900P series processors with Performance-cores will power the new HX2 supercomputer at Imperial College London. Built on Lenovo’s...
  18. Daniel Nenni

    Intel Employees "Very Optimistic"

    A 2 year 7 month stint in Dry Etch does not constitute a moderate amount of semiconductor experience on this forum. Fred Chen, for example, has a PhD in Applied Physics from Cornell and 30 years of experience in process technology. Have you every seen me disagree with Fred? No because Fred knows...
  19. Daniel Nenni

    TSMC May 2025 Revenue Report

    HSINCHU, Taiwan, R.O.C. – June 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2025: On a consolidated basis, revenue for May 2025 was approximately NT$320.52 billion, a decrease of 8.3 percent from April 2025 and an increase of 39.6 percent from May 2024. Revenue...
  20. Daniel Nenni

    Pete Hegseth: US will go to war to stop China from taking Taiwan

    I remember practicing hiding under our desks in elementary school in case Russia bombed us. We built pretend fallout shelters. Seriously, this was in the 1960s and we were all pretty scared. This was in California by the way, not Kansas. Baby boomers, am I right? :ROFLMAO:
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