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Search results

  1. Daniel Nenni

    Nvidia announces massive UK investment, including tens of thousands of AI GPUs

    Nvidia on Tuesday announced plans to deploy tens of thousands of AI GPUs across the UK as part of the country's effort to become a bigger player in the AI space. The company says it is working in partnership with companies ranging from Microsoft and CoreWeave to Nscale and OpenAI, which are...
  2. Daniel Nenni

    Nvidia suffers a major blow from China

    Why is China busting Nvidia? Jensen kissed the China ring. Maybe it is because he also kissed the US ring? Seriously, why? Nvidia Vows Cooperation As China Probes $7 Billion Mellanox Deal https://www.yahoo.com/finance/news/nvidia-vows-cooperation-china-probes-153419769.html
  3. Daniel Nenni

    Nvidia suffers a major blow from China

    Nvidia is in the middle of the US trade war with China, and as the conflict progresses, it is finding its position in China's huge market increasingly troubled. Earlier this year, US government restrictions on selling artificial intelligence chips to China prevented Nvidia from selling its H20...
  4. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    Interesting guy. Spent a year at GF but has zero semiconductor experience or education. https://www.linkedin.com/in/omar-alismail-006089186/
  5. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    MGX co-invests with Silver Lake in Altera acquisition DUBAI (Reuters) -MGX, an Abu Dhabi artificial intelligence investment firm and partner of Silver Lake, said on Tuesday it has joined the buyout group in acquiring a majority stake in California programmable chip business Altera, leaving Intel...
  6. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    All true! The Intel 22nm PDK included a DRC file that was redacted! How do you design to a redacted DRC deck? :ROFLMAO: Xilinx/TSMC 16nm product shipped about 1 year earlier than Altera Intel/14nm from what I remember. In the FPGA business being first to a process node was a very big deal...
  7. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    True and Intel 14nm even more so versus TSMC 16nm. Unfortunately the Altera integration into Intel went much slower than expected so the process advantage was not leveraged. I remember when Intel sent the first PDK to Altera it was horrible by comparison to TSMC.
  8. Daniel Nenni

    TSMC's back-side power supply A16 is coming soon, and Nvidia is expected to be the first to adopt it despite the high price.

    I was skeptical about HNA-EUV as well but Intel can use it for 2-3 layers using EUV for the rest. If so, Intel can claim first to HNA-EUV which might attract some whales. The egos in this business never cease to amaze me. Everyone wants to be on the latest and greatest process. The difference...
  9. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    I guess that answers my question, Intel will keep Altera for now. I remember back in the day when Altera and Xilinx were battling it out in the trenches. It was quite the competition. Xilinx was at UMC and Altera was close with TSMC. Back then FPGAs were use as process pipe cleaners due to their...
  10. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    Lip-Bu Tan 12 hours ago Congrats Ken Hao & SilverLake to become 51% new shareholder of Altera and Intel is proud to have 49% significant shareholder. We are super excited to have my close friend and well respected semiconductor executive, Raghib to be new CEO Altera. We are excited and looking...
  11. Daniel Nenni

    TSMC's back-side power supply A16 is coming soon, and Nvidia is expected to be the first to adopt it despite the high price.

    Intel 14A is not cancelled. At a minimum it will be used internally. From what I hear Intel Foundry has 14A customers in process. Lip-Bu Tan is out working the customers with Kevin O'Buckley, they are a great team. Also, Intel 14A will use HNA-EUV so it could have a density advantage over TSMC...
  12. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    I think the Altera acquisition was a huge loss/distraction for Intel. It was $16.7B in cash! And that was back when $16.7B was a lot of money. :ROFLMAO: AMD went and bought Xilinx and put Altera in the review view mirror. Will Intel divest the remaining shares of Altera? I thought they would...
  13. Daniel Nenni

    TSMC's back-side power supply A16 is coming soon, and Nvidia is expected to be the first to adopt it despite the high price.

    TSMC made A16 for Nvidia so yes they will be first. The hyperscalers will be next. I have not heard anything about AMD designing to BSPD but I am sure they will. The first version of TSMC A14 does not have BSPD but that could change. Nvidia is a big driver of technology.
  14. Daniel Nenni

    TSMC's back-side power supply A16 is coming soon, and Nvidia is expected to be the first to adopt it despite the high price.

    Entering a golden period of growth, mass production will begin in the second half of next year, and Nvidia is considering introducing TSMC's A16, which will go into mass production in the second half of next year, will be a significant turning point in TSMC's most advanced manufacturing...
  15. Daniel Nenni

    Elimination of Quarterly Financial Reporting Requirement for Public Companies

    He is not wrong. I wonder if this was one of the things his CEO dinners came up with? Sounds like it. Quarterly reporting is a burden and yes it does change the focus of the C Level. I have been through this and not only is it expensive/time consuming, it does put pressure on short term goals...
  16. Daniel Nenni

    A portable area efficient SRAM compiler: A job somebody has to do (Staf Verhaegen)

    The presentation discusses the development of an area-efficient SRAM compiler for IHP's SG13G2 open-source process, part of the FlowSpace project funded by the German government. The speaker outlines the SRAM compiler design, emphasizing its simplicity (using a six-transistor cell) and the...
  17. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    Hello Daniel – Today marks the beginning of a new era for Altera. With the close of Silver Lake’s acquisition of a 51% stake, Altera is now the world’s largest pure-play FPGA solutions provider. Independence positions Altera to innovate faster and invest in developing an even stronger portfolio...
  18. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    Investing.com -- Intel revealed in a filing on Monday that it has lowered its full-year 2025 adjusted operating expense target following the sale of a majority stake in Altera to private equity firm Silver Lake. The company now expects non-GAAP operating expenses of $16.8 billion this year...
  19. Daniel Nenni

    TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House

    https://semiwiki.com/lithography/361580-euv-lithography-without-pellicles-accounting-for-low-yields/
  20. Daniel Nenni

    China's legacy chipmakers to get a boost from anti-dumping probe into US suppliers

    China's legacy chip companies are set to gain from the latest escalation in the US-China tech war, as Beijing's latest anti-dumping investigation targets analogue chipmakers from the US. The Ministry of Commerce said on Saturday the import volume of US mature mode integrated circuit (IC) chips...
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