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Search results

  1. Daniel Nenni

    2025 Semiconductor Revenue Up 25.5% due to Price Gouging!

    Source: Future Horizons Executive Summary December’s total semiconductor annualised growth rate, at 41.3 percent, was up both on November’s 36.7 percent and October’s 33.0 percent numbers. It was also noticeably higher than the 39.3 percent Covid-boom peak and on a steep upward trajectory. At...
  2. Daniel Nenni

    European Chip Startup Pulls Off Working RISC-V Solution on the Intel 3 Node, Marking One ‘Small’ Step Towards Having Sovereign Infrastructure

    Image Credits: BZL A European chip lab based in Barcelona has developed a computing architecture featuring RISC-V and an Intel process, marking it the first step towards "sovereign infrastructure". There's always a debate in the mainstream technology industry about Europe's role in the AI...
  3. Daniel Nenni

    AI starting to hit office space market

    From Software to Real Estate, U.S. Sectors Under the Grip of AI Scare Trade Feb 13 (Reuters) - Wall Street is in the grip of disruption worries from AI. ⁠It ⁠first started with investors dumping shares of software companies but ⁠soon spread to sectors seen as vulnerable to automation, driving...
  4. Daniel Nenni

    AI starting to hit office space market

    After what we went through with the pandemic this will feel like a minor shift in time and space.
  5. Daniel Nenni

    AI starting to hit office space market

    https://www.theguardian.com/technology/2026/feb/12/share-values-of-property-services-firms-tumble-over-fears-of-ai-disruption?
  6. Daniel Nenni

    US Department of Commerce fines Applied Materials $252 million for illegal equipment exports to China

    Applied Materials to Pay $252 Million Penalty to BIS for Illegally Exporting Semiconductor Manufacturing Equipment Download as PDF WASHINGTON, D.C. — Today, the Department of Commerce’s Bureau of Industry and Security (BIS) announced a settlement agreement with Applied Materials Inc. of Santa...
  7. Daniel Nenni

    Applied Materials Unveils Transistor and Wiring Innovations for Faster AI Chips

    New chipmaking systems boost the energy-efficient performance of Gate-All-Around transistors and wiring at 2nm and beyond Viva™ pure radical treatment smoothens GAA silicon nanosheets with atomic-level precision to increase transistor performance Sym3™ Z Magnum™ conductor etch system delivers...
  8. Daniel Nenni

    Automation key to avoiding economic, social and environmental collapse, the SemiWiki community key

    6 US states want to halt data centers. Here's what could happen. https://www.yahoo.com/finance/video/6-us-states-want-halt-213125286.html
  9. Daniel Nenni

    Taiwan’s tech giants accelerate US expansion

    TSMC and Foxconn expand overseas operations as AI server demand surges TAIPEI (Taiwan News) — Taiwanese tech companies are investing billions in US facilities to meet soaring AI demand, Nikkei Asia reported Wednesday. Nvidia CEO Jensen Huang (黃仁勳) praised Taiwan’s supply chain during a...
  10. Daniel Nenni

    Automation key to avoiding economic, social and environmental collapse, the SemiWiki community key

    I agree. My electric and water bill are ridiculously high which is a first world problem. Third world is people who do not have either. I just read that the cost of living in California is 40% higher than the National average and I think that is conservative. What happens when all of the AI...
  11. Daniel Nenni

    US lawmakers push to curb China's access to chipmaking tools

    US lawmakers chairing key House committees on Tuesday urged the State and Commerce Departments to restrict China's access to advanced chipmaking equipment, warning that gaps in export controls threaten national security. In a bipartisan letter, House Select Committee on China Chairman John...
  12. Daniel Nenni

    ByteDance developing AI chip, in manufacturing talks with Samsung, sources say

    ByteDance is developing its own artificial intelligence chip and has entered talks with Samsung Electronics for manufacturing support, according to a Reuters exclusive citing two sources familiar with the matter. The chip, reportedly designed for AI inference tasks, is part of ByteDance’s...
  13. Daniel Nenni

    Automation key to avoiding economic, social and environmental collapse, the SemiWiki community key

    There is an environmental crisis coming but those problems will be solved, absolutely. Safe nuclear power is coming. Clean water is coming. Clean energy is coming. Believe it.
  14. Daniel Nenni

    SEMI Reports 2025 Annual Worldwide Silicon Wafer Shipments and Revenue Results

    Shipments Increase in 2025 Amid Strong AI-driven Demand, While Revenue Softens MILPITAS, Calif. — February 10, 2026 — Worldwide silicon wafer shipments in 2025 increased 5.8% to 12,973 million square inches (MSI) while wafer revenue slipped 1.2% to $11.4 billion over the same period, the SEMI...
  15. Daniel Nenni

    China’s $173K Humanoid Robot Is Almost Too Human

    Photo Credit: Shanghai Eye / YouTube A Chinese robotics startup is pushing the boundaries of lifelike machines with a new humanoid robot designed to look and feel almost human. Shanghai-based DroidUp recently unveiled its latest creation, Moya, a “fully biometric” robot built to mimic human...
  16. Daniel Nenni

    TSMC Revenue Jumps 37% in January While AI Spending Marches On

    TSMC Board of Directors Meeting Resolution Issued by: TSMC Issued on: 2026/02/10 TSMC Board of Directors Meeting Resolutions HSINCHU, Taiwan, R.O.C., Feb. 10, 2026 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a meeting, which passed the following resolutions: 1. Approved...
  17. Daniel Nenni

    Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom.

    The Cisco Silicon One G300 was announced at Cisco Live EMEA and headlined a bevy of product announcements. Silicon One G300 powers Cisco's new N9000 and Cisco 8000 switches and offers 102.4 Tbps switching speeds in liquid cooled systems for hyperscalers, neoclouds, sovereign clouds and...
  18. Daniel Nenni

    TSMC Revenue Jumps 37% in January While AI Spending Marches On

    True and I do not see anything stopping TSMC. They own 3nm and 2nm will be the same. Another 5 years of prosperity, absolutely.
  19. Daniel Nenni

    TSMC Revenue Jumps 37% in January While AI Spending Marches On

    It looks like TSMC will be able to back up the $56B CAPEX, absolutely.
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