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  1. Daniel Nenni

    Kaiser: Intel is Too Big to Fail

    I was at the Global Foundries Summit today and was asked about politics and semiconductors. It really is entertaining. I'm wondering if GF will get political attention soon? Chuck Schumer is the political force behind GF and Chuck is not popular with the current administration. I suggested to GF...
  2. Daniel Nenni

    Kaiser: Intel is Too Big to Fail

    Everybody is a semiconductor expert now. :ROFLMAO:
  3. Daniel Nenni

    Kaiser: Intel is Too Big to Fail

    The conversation revolves around the U.S. government's potential investment in Intel and MP Materials, with Winston Maas suggesting it resembles a sovereign wealth fund, though the speaker, a venture capitalist, views it more as a utility play aimed at enhancing domestic refining capacity for...
  4. Daniel Nenni

    Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC.

    [Business Post] Samsung Electronics Chairman Lee Jae -yong is visiting the United States as part of the economic delegation for the South Korea-U.S. summit, and there are speculations that he is actively exploring a strategic alliance with Intel to strengthen Samsung Electronics' foundry...
  5. Daniel Nenni

    Rapidus Announces Strategic Collaboration with Keysight To Improve Yield and Achieve High-Precision PDK For 2nm GAA Semiconductors

    The CEO gave an update at Hotchips, I need to go back and watch the replay.
  6. Daniel Nenni

    Rapidus Announces Strategic Collaboration with Keysight To Improve Yield and Achieve High-Precision PDK For 2nm GAA Semiconductors

    As a top test company Keysight is a yield expert. Keysight is also an EDA company, with $5B+ in revenue. Keysight has thousands of customers all over the world and they work with all of the foundries. Who better to partner on PDKs? Rapidus also works closely with imec and Cadence, they also...
  7. Daniel Nenni

    Asianometry: Intel Should Second-Source Nvidia

    The presentations by Google and Nvidia at Hot Chips this were were impressive. The Intel coverage starts next week. Quite a contrast on technical detail.
  8. Daniel Nenni

    How Tesla and Waymo’s radically different robotaxi approaches will shape the industry

    Tesla and Waymo are pursuing divergent paths in the race to dominate the autonomous ride-hailing market, projected to be a multitrillion-dollar industry within 15 years. A Reuters article from August 28, 2025, details their contrasting approaches, highlighting Tesla's aggressive expansion driven...
  9. Daniel Nenni

    Rapidus Announces Strategic Collaboration with Keysight To Improve Yield and Achieve High-Precision PDK For 2nm GAA Semiconductors

    I saw the Rapidus Keynote at HotChips this week. Not good. He preached AI singularity......... I pray that they yield. Even so, the volumes are not enough to make a difference. Great for Japan but not competitive with TSMC, Intel, or Samsung Foundry...
  10. Daniel Nenni

    Nvidia to report second quarter earnings, expects $8 billion hit from China chip ban

    Nvidia CEO says AI boom far from over after chip maker releases tepid sales forecast https://www.theglobeandmail.com/business/article-nvidia-ceo-ai-boom-sales-forecast/
  11. Daniel Nenni

    Nvidia to report second quarter earnings, expects $8 billion hit from China chip ban

    "As what is currently the world’s most valuable company by market capitalization, NVIDIA has established a reputation for doing things their own way. Even their earnings schedule is downright aloof, with NVDA -3.35%↓ reporting their quarterly earnings a good month behind most other tech...
  12. Daniel Nenni

    TSMC Revenue Estimate 2025E

    Exactly. If Intel cannot design better chips while intimately familiar with the process technology with a custom PDK all is lost, Intel will never lead again, my opinion.
  13. Daniel Nenni

    Nvidia to report second quarter earnings, expects $8 billion hit from China chip ban

    I missed the call. Anybody else catch it? According to AI: Nvidia Q2 FY2026 Earnings Call Summary On August 27, 2025, Nvidia held its Q2 FY2026 earnings conference call, showcasing robust financial performance amid surging AI demand, though tempered by geopolitical challenges in China and a...
  14. Daniel Nenni

    TSMC Revenue Estimate 2025E

    Without a doubt. China-for-China:
  15. Daniel Nenni

    TSMC Revenue Estimate 2025E

    I agree completely, Intel chips should have Intel Inside. I could see Apple moving the M Series over easy enough. Qualcomm or MediaTek should move to get an insider process advantage over the other SoC providers. Broadcom's Hock Tan and Lip-Bu Tan are both Malaysian businessmen educated at MIT...
  16. Daniel Nenni

    Investors worry Trump's Intel deal kicks off era of US industrial policy

    I'm not currently an Intel investor but I do worry about politics and insider trading. Since we are going down this path hopefully regulations will be set in place. Do not trust politicians and beltway insiders who line their pockets at our expense! Activist investors, don't get me started...
  17. Daniel Nenni

    Investors worry Trump's Intel deal kicks off era of US industrial policy

    The U.S. government’s acquisition of a 9.9% equity stake in Intel, valued at $11.1 billion through CHIPS Act funding, announced on August 15, 2025, has raised investor concerns about government interference in private industry. The deal, following President Trump’s call for Intel CEO Lip-Bu...
  18. Daniel Nenni

    Nvidia to report second quarter earnings, expects $8 billion hit from China chip ban

    Nvidia and TSMC will both take a hit. Hopefully Jensen's trips to China pay off here. This will be one of the more interesting investor calls, absolutely.
  19. Daniel Nenni

    Nvidia to report second quarter earnings, expects $8 billion hit from China chip ban

    Nvidia (NVDA) will close out Big Tech's earnings season when it reports its second quarter results after the bell on Wednesday. The report comes after a flurry of moves between the company and the Trump administration, which saw Trump revoke his prior ban on the sale of Nvidia's chips to China...
  20. Daniel Nenni

    Elon Musk Predicts xAI Alone Will Buy ‘Billions’ of AI Chips Costing As Much as $25 Trillion, With 50 Million Chips Coming Within ‘5 Years’

    Waymo is doing great in SF as well. It truly is amazing technology. The biggest difficulty seems to be human drivers. If all cars were AI it would go so much smoother. Human drivers can't seem to get the hang of merging or staying in one lane. Where would we be without the Steve Jobs, Sam...
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