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Discussion - has the AI bubble already burst?
If you look at the AI bubble as both infrastructure build and inference support the bubble will be years in the making. The AI bubble is not just semiconductors, it will be across many industries and will literally change how we live our lives. Much like the internet and smartphones did. Right...- Daniel Nenni
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TSMC to make advanced 2-nm chips in US sooner to meet AI demand
How is ASML going to meet this high demand with HN-NA EUV? ASML will ship a total 60-70 production level EXE:5200 systems in the next four years. TSMC will need more than that for full HNA-EUV implementation at a given process node? Intel and Samsung will also need them for logic and then comes...- Daniel Nenni
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TSMC to make advanced 2-nm chips in US sooner to meet AI demand
World's top chipmaker plans to secure land in Arizona beyond $165bn investment A Taiwan Semiconductor Manufacturing Co. building in Phoenix, Arizona, is seen on Oct. 3. (Photo by Rebecca Noble) TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Thursday said it plans to speed up its time...- Daniel Nenni
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TSMC 3Q25 Earnings Conference Presentation Materials & Press Release
It looks like TSMC got HNA-EUV right, delay it until absolutely necessary. Now way can ASML and suppliers meet the coming capacity demand with HNA-EUV systems.- Daniel Nenni
- Post #10
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Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain
I'm waiting to hear about OpenAI investing in Intel. Come on Lip-Bu......... close that deal! Intel 18A is ready and able. This type of capacity demand will push out HNA-EUV so TSMC got it exactly right. Delay HNA-EUV until it is absolutely necessary.- Daniel Nenni
- Post #5
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OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash.
I agree completely. Apple making their own chips was very disruptive. Apple and TSMC pioneered the low power market which paved the way for EV. Now TSMC and their big customers will pioneer low power datacenter chips. Energy is one of the many industries that will be disrupted by AI. In fact, I...- Daniel Nenni
- Post #7
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Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain
https://www.yahoo.com/news/articles/satellite-images-show-data-centers-103501609.html?- Daniel Nenni
- Post #3
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OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash.
I agree but I do like the gigawatt measurement term in regards to how much power these datacenters will require. I'm not confident we have done the math here in regards to how much electricity we will need to power all of these "announced" AI datacenters. As it is, in Northern California we are...- Daniel Nenni
- Post #4
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OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash.
OpenAI (OPAI.PVT) would have to spend more than $1 trillion within the next five years to deliver the massive amount of computing power it has promised to deploy through partnerships with chipmakers Nvidia (NVDA), Broadcom (AVGO), and Advanced Micro Devices (AMD), according to Citi analysts...- Daniel Nenni
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Why I Doubled Down on Lip-Bu when he Joined Intel?
Erez TsurErez Tsur LinkedIn Years ago, when Lip-Bu Tan took the CEO role at Cadence, I was there. The company was broken — morale low, trust shaken — and the stock sat around $2.42/share. I still remember the day he left the CEO office: the stock closed near $205.24 — an 85× climb. I had...- Daniel Nenni
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TSMC 3Q25 Earnings Conference Presentation Materials & Press Release
https://www.ft.com/content/0a68e6fe-bad1-4e76-8cc5-b31036f62b95?- Daniel Nenni
- Post #6
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TSMC 3Q25 Earnings Conference Presentation Materials & Press Release
Now let’s begin the Q and A session. Operator, can we please proceed with the first caller on the line? Thank you. Wendell Huang, Senior Vice President and CFO, TSMC: Yes. First one, Goku Hariharan, JPMorgan. Go ahead, please. Yes. Thanks. Gokul Hariharan, Analyst, JPMorgan: C, Will and Jeff...- Daniel Nenni
- Post #4
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TSMC 3Q25 Earnings Conference Presentation Materials & Press Release
AI Transcript: Jeff Su, Director of Investor Relations, TSMC: Good afternoon, everyone, and welcome to TSMC’s Third Quarter twenty twenty five Earnings Conference Call. This is Jeff Su, TSMC’s Director of Investor Relations and your host for today. TSMC is hosting our earnings conference call...- Daniel Nenni
- Post #3
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Apple unleashes M5, the next big leap in AI performance for Apple silicon
M5 delivers over 4x the peak GPU compute performance for AI compared to M4, featuring a next-generation GPU with a Neural Accelerator in each core, a more powerful CPU, a faster Neural Engine, and higher unified memory bandwidth M5 is Apple’s next-generation system on a chip built for AI...- Daniel Nenni
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TSMC 3Q25 Earnings Conference Presentation Materials & Press Release
TSMC's Q3 2025 Earnings: A Strong Performance Amid AI Boom On October 16, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) held its third-quarter earnings conference, showcasing robust financial results driven by surging demand for advanced chips, particularly in AI and high-performance...- Daniel Nenni
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BlackRock, Nvidia-backed group strikes $40 billion AI data center deal
'Very troubling': AI's self-investment spree sets off bubble alarms on Wall Street The companies at the center of the artificial intelligence boom are investing billions of dollars in each other — and analysts say that the increasing entanglement is adding to risk of an AI bubble...- Daniel Nenni
- Post #4
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The Day Huawei’s CEO Bent the Knee in a Santa Clara Marriott
True. There was a bug that caused a display error the same as a Cadence tool. Some of the information above is not correct. A consultant for Avanti and former Cadence engineer borrowed a small amount of DB code from Cadence, his name is Mitch Agusa. This did allow Avanti to get to market quicker...- Daniel Nenni
- Post #20
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ASML looks to calm fears over 2026 growth as it warns of China sales decline
ASML's Q3 2025 Earnings: Balancing AI Strength with China Headwinds ASML Holding NV, the Dutch semiconductor equipment giant and key supplier of lithography machines for chip manufacturing, released its third-quarter 2025 earnings on October 15, 2025. The results showed robust order intake...- Daniel Nenni
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