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How is the US-China chip embargo going? China consumes an estimated 45% of the worlds semiconductors, revenue which is now being lost to China chip companies who make good enough chips. Politics!
Chinese AI chipmaker Cambricon Technologies, often dubbed “China’s Nvidia,” reported an extraordinary 14-fold revenue increase in its latest quarter, marking one of the strongest performances in the country’s semiconductor sector this year. Quarterly revenue jumped to about 1.73 billion yuan...
Pat Gelsinger
Disappointing to see this from Sam Altman and the team at OpenAI. What we’re witnessing across AI right now is a test of values as much as it is a test of capability. And it’s a test of trust.
Parents, educators, CEOs, pastors -- all of us who feel the responsibility to use...
This is not just an Intel problem, it is a foundry problem for fabs that do not have the volumes TSMC does. Samsung has been plagued with yield ramp problems ever since 14nm.
Mondelez International Oreo bisquits are seen in this illustration taken July 26, 2021. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights,
- AI tool cuts ad production costs by 30% to 50% - exec says
- Mondelez has invested $40M in AI tool - exec says
- Rivals Kraft Heinz, Coca-Cola...
We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they really are half nodes.
I remember doing an optical shrink between 65nm and 40nm with ATI GPUs. It was an optical shrink with some extra yield enhancements IIRC.
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround. Revenue reached $13.7 billion, exceeding analyst expectations of roughly $13.1 billion and marking a modest 3% year-over-year increase. Adjusted earnings came in at...
Mobileye Global beat third-quarter revenue estimates, highlighting resilient demand for its advanced driver-assistance and self-driving chips. The Intel spinoff reported revenue of about $504 million, surpassing analyst expectations of roughly $481 million. The strong performance was driven by...
Word inside the ecosystem is that the US investment in Intel really is making a difference in confidence and trust that Intel Foundry will succeed. It may be psychological but that is a big part of the foundry business. Let's see what Lip-Bu says on the investor call today. GO INTEL!
Not surprising at all. AI will keep people in front of their screens for a long time and we are just at the tip of that iceberg. I just can't wait until AI takes over Hollywood. It costs $20+ to see a movie in a theater out here!
AI really is a gold rush moment and OpenAI is selling the...
TSMC is having an amazing run. It is their connection to customers and the ecosystem that makes them unbeatable. I do not think TSMC would be such a dominant force if it were not for CC Wei. CC is a true competitor whereas Morris wanted to be everyone's friend.
It also helps that competition...
Politics has never been funnier. Ronald Reagan was funny. I remember when Gerald Ford used to do physical comedy falling down and stuff but this is next level funny! GO USA!
Metagenomi, a California-based biotechnology company, is leveraging Amazon Web Services’ custom AI chips to accelerate the discovery of new gene-editing tools. The partnership uses AWS’s Inferentia processors to power Metagenomi’s AI models, which analyze vast microbial datasets to identify and...
When I put things back together there are always extra parts. I certainly would not want the job of reverse engineering an EUV system.
Yes, this is old news but it did happen.
I was working with an EDA company when a China customer called for support. It turned out they were not a customer...
That is what TSMC said. What they have actually spent thus far I do not know. If they build the 6 giga fabs as planned it will be more than $165B in my opinion. TSMC is now buying more land in Phoenix, this was mentioned on the last call. I really am impressed that TSMC is investing so much in...
"I think we are up $40 billion since I made that big deal for myself," said President Donald Trump in an interview with Fox News. "They came in to see me, and I say, 'You know what? I think United States should own 10% of your company.' And they gave me 10%. It has been good to them too. Their...
