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  1. Daniel Nenni

    Micron chip factories in Upstate NY will be delayed by 2-3 years, company says

    Syracuse, N.Y. -- Micron Technology will delay opening its first two chipmaking factories in Clay by two to three years, the company said in a report made public today. That would mean the first factory wouldn’t open until eight years after Micron announced in 2022 it planned to build in...
  2. Daniel Nenni

    Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers

    Key Points Anthropic is launching a $50 billion nationwide artificial intelligence infrastructure build-out, starting with custom data centers in Texas and New York. The project, developed with GPU cloud partner Fluidstack, will create 800 permanent jobs and more than 2,000 construction...
  3. Daniel Nenni

    IBM delivering both quantum advantage by the end of 2026 and fault-tolerant quantum computing by 2029.

    We track interest in Quantum Computing on SemiWiki and it has steadily increased in 2025. Not an AI surge but it is notable. I will be at another Quantum conference next month.
  4. Daniel Nenni

    IBM delivering both quantum advantage by the end of 2026 and fault-tolerant quantum computing by 2029.

    At the annual Quantum Developer Conference, IBM (NYSE: IBM) today unveiled fundamental progress on its path to delivering both quantum advantage by the end of 2026 and fault-tolerant quantum computing by 2029. “There are many pillars to bringing truly useful quantum computing to the world,”...
  5. Daniel Nenni

    TSMC Board of Directors Meeting Resolutions

    TSMC's Board approved a $15.0B capital appropriation, down from $20.7B QoQ, shifting toward equipment CapEx (80% mix) and away from infrastructure (20%). Advanced nodes get $7.3B (slightly down QoQ), specialty devices/advanced packaging $1.2B (up QoQ), R&D $3.6B (annual, up from ~$2B in...
  6. Daniel Nenni

    SoftBank's $5.8 billion Nvidia stake sale stirs fresh AI bubble fears

    Agreed. I'm not a political genius but looking at what happens after Trump, you would think JD Vance has got to be thinking about running for president. If that is the case he needs personal wins, other than riding on someone else's coat tails. Intel Ohio, especially after the recent Intel...
  7. Daniel Nenni

    GF licensing TSMC GaN technology

    Technology licensing agreement will advance development of GF’s next generation GaN technologies with products available in late 2026 MALTA, N.Y., November 10, 2025 – GlobalFoundries (Nasdaq: GFS) (GF) today announced that it has entered into a technology licensing agreement with TSMC for 650V...
  8. Daniel Nenni

    Intel AI Leader Sachin Katti Decamps To OpenAI

    From an equity position he is probably right.
  9. Daniel Nenni

    Intel AI Leader Sachin Katti Decamps To OpenAI

    Intel CEO to oversee its AI efforts after executive departs for OpenAI SAN FRANCISCO (Reuters) -Intel (INTC) said on Monday its CEO Lip-Bu Tan would oversee the chipmaker's artificial intelligence efforts after the firm's chief technology officer departed for ChatGPT maker OpenAI (OPAI.PVT)...
  10. Daniel Nenni

    TSMC Board of Directors Meeting Resolutions

    HSINCHU, Taiwan, R.O.C., Nov. 11, 2025 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a meeting, which passed the following resolutions: 1. Approved the 2025 third quarter Business Report and Financial Statements. Third quarter consolidated revenue totaled NT$989.92 billion...
  11. Daniel Nenni

    SoftBank's $5.8 billion Nvidia stake sale stirs fresh AI bubble fears

    It will be another year or two before the Lip-BU Tan effect kicks in. The wafer agreements he negotiates this year will not see meaningful revenue for 2-3 years. Lip-Bu has said the agreements need to be signed, sealed, and delivered, before he goes public. Set expectations then beat them...
  12. Daniel Nenni

    SoftBank's $5.8 billion Nvidia stake sale stirs fresh AI bubble fears

    Agreed. Sofbank is taking profits as Softbank normally does. The title is pure clickbait but since there is no punishment for clickbait we will continue to be a clickbait society. Non semiconductor people will get dumber which will make us experts more popular. I am definitely an upside guy. It...
  13. Daniel Nenni

    SoftBank's $5.8 billion Nvidia stake sale stirs fresh AI bubble fears

    The logo of SoftBank Group Corp is displayed at SoftBank World 2017 conference in Tokyo, Japan, July 20, 2017. REUTERS/Issei Kato 11 Nov 2025 10:28PM(Updated: 11 Nov 2025 10:55PM) SoftBank’s decision to sell a $5.8 billion stake in Nvidia has rattled investors and reignited fears of an...
  14. Daniel Nenni

    Intel Appoints Dr. Craig H. Barratt to Board of Directors

    Same here, I actually laughed out loud until I read the PR. That would have been funny! I really am interested in the Elon Musk thing. That could move the IFS needle if it is done right and Lip-Bu will do it right.
  15. Daniel Nenni

    Skyworks and Qorvo to merge

    Monopolies are bad.
  16. Daniel Nenni

    Intel Appoints Dr. Craig H. Barratt to Board of Directors

    SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) today announced that Craig H. Barratt, Ph.D., 63, has been appointed to its board of directors, effective immediately. Dr. Barratt will serve as an independent director. Dr. Craig H. Barratt joins Intel's board as an...
  17. Daniel Nenni

    Intel worker fired, then disappears with 18,000 secret files in digital heist

    Synopsis Intel is investigating a major internal security breach after a former software engineer allegedly stole 18,000 confidential files and vanished. The incident reportedly occurred shortly after the employee was notified of termination. During his final days with the company, he is said to...
  18. Daniel Nenni

    TSMC October 2025 Revenue Report

    HSINCHU, Taiwan, R.O.C. – Nov. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2025: On a consolidated basis, revenue for October 2025 was approximately NT$367.47 billion, an increase of 11.0 percent from September 2025 and an increase of 16.9 percent from...
  19. Daniel Nenni

    OpenAI's Altman urges US to expand Chips Act tax credit for AI growth

    Apple has been shipping TSMC N3 parts for the past two years and will move to TSMC N2 in 2026. TSMC N3 production in AZ will start in 2026, TSMC N2 is scheduled for 2030 in AZ. So how much chip production is Apple really doing in the US? TSMC AZ is targeted for companies doing N-1 chip...
  20. Daniel Nenni

    OpenAI's Altman urges US to expand Chips Act tax credit for AI growth

    It really is nonsense. TSMC builds fabs based on wafer agreements not dreams. The only thing Sam Altman needs to do is sign a wafer agreement if he is worried about getting chips. How does he not understand this? At least Elon Musk understands this. He signed a $16.5B wafer agreement with...
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