You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
We are fast approaching the $1 trillion investment goal.
https://semiwiki.com/forum/threads/softbanks-son-pitches-1-trillion-arizona-ai-hub-bloomberg-news-reports.23068/
June 20 (Reuters) - SoftBank Group founder Masayoshi Son is envisaging setting up a $1 trillion industrial complex in Arizona that will build robots and artificial intelligence, Bloomberg News reported on Friday, citing people familiar with the matter.
Son is seeking to team up with Taiwan...
At one point, and even today, some people worry that higher costs will reduce the number of companies that can afford to adopt new semiconductor nodes. But that hasn't happened at all.
"In particular, it is said that they are intensively analyzing the recent case in which Google transferred the mass production of application processors (APs) that had been entrusted to Samsung Electronics to TSMC."
I thought everyone already knew that Google has been moving to TSMC for its...
Texas Instruments’ annual revenue is not near $70 billion. With 2024 revenue at $15.64 billion and net profit at $4.78 billion, this newly announced $60 billion investment must be spread over 10 to 15 years (or more) to ensure TI doesn’t risk bankruptcy.
TI Revenue
2024: $15.641B
2023...
Amazon’s Graviton processors are designed for servers and cloud computing, not specifically for AI. They compete directly with Intel’s and AMD’s server processorsrs.
According to this CNBC report, over the past two years, 50% of the new AWS CPU capacity has been running on Amazon’s own Graviton 4 processors. This presents a serious challenge for both Intel and AMD in growing their future server processor businesses. It could be especially problematic for...
Isn't $100 billion or $200 billion a better target? Why did Texas Instruments' ambitions stop at $60 billion? 🙂😭
At this speed, we may achieve $1 trillion US semiconductor investment milestone by the end of 2025.
Some of the roadblocks are self-imposed by Intel. For example, Intel’s products compete directly with many of the companies that Intel Foundry is trying to win manufacturing orders from. Why would these companies be willing to give Intel large volume orders, only to strengthen a competitor -...
Through this "new" arrangement, Micron is increasing its planned expansion from the $50 billion announced April 2024 during the Biden administration to a whopping $200 billion! Last year Micron said it will complete that $50 billion expansion by 2030. Now with the $200 billion announcement, are...
It sounds great on paper to have the CEO to consider any exceptions, but don't you think this guideline could kill many potentially profitable projects, especially those that may not generate huge profits right away? In a typical corporate environment, most people will simply follow the policy...
Are we talking about a 50% gross profit margin for each individual product, or the combined gross profit from all products divided by the total company revenue?
From the news report, it seems Intel is expecting each new product to meet this 50% gross profit margin requirement. I don't think...
@XYang2023, before recommending something to the readers here, could you please take the time to seriously review both the content and the blogger yourself?
This X/Twitter account is filled with praise for the Chinese Communist Party and consistently attacks individuals who oppose the CCP.
In...
In the meantime, while waiting for the 18A or 14A, can Intel compete and stop its revenue from spiraling downward?
Intel's competitors and customers won't wait and don't need to wait for Intel.
If Intel moves more chip production back in-house to boost its foundry scale and cut costs, but ends up losing deals and missing revenue opportunities (such as Xbox Handheld), while AMD and Nvidia succeed without owning a fab, then how can Intel remain competitive in the long run?
