You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
This is what happens when your customers miss their forecasts. It happens to the best of us, even TSMC. There are also black swan events like the pandemic and now the AI surge that are impossible to forecast. For the foundry business customers sign wafer agreements when a design starts...
Personally I do not think OpenAI will succeed as a separate entity. They are competing against Google who has a large ecosystem of products to support their AI tool. Google also has a very large collection of information that you cannot scrape off the internet. The same thing for xAI. They have...
Robbie Whelan Reporter at The Wall Street Journal based in Los Angeles
Lip-Bu Tan took over Intel last March with a mandate to cut down on what insider described privately as “drunk and disorderly” capex spending. Simply put, the company, once a Silicon Valley titan but lately fallen badly on...
China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders
(Bloomberg) — Chinese officials have told the country’s largest tech firms including Alibaba Group Holding Ltd. (BABA) they can prepare orders for Nvidia Corp.’s H200 AI chips, suggesting Beijing is close to formally approving imports...
Malcolm's numbers may apply to semiconductor IDMs but certainly not the foundry business which is all about AI right now. If I had to bet the over/under on Malcolm's 18% Bull estimate I would bet the over.
As a reminder, TSMC, my semiconductor bellwether, says:
TSMC CapEx (USD)
2024: ~$30B...
Executive Summary
At Future Horizons’ Semiconductor Industry Update conference, UK, founder and CEO Malcolm Penn made one thing clear: anyone hoping for a calm 2026 should abandon that expectation immediately. Geopolitical shocks, political volatility, economic fragility, and an overheated...
From the Investor call:
While yields are in line with our internal plans, they are still below what I want them to be.
Accelerating yield improvement will be an important lever in 2026 as we look to better support our customers. As I said earlier, we are on the multi-year journey. It will take...
When Lip-Bu Tan personally bought ~$25 million of Intel stock as part of his CEO compensation agreement, the average price per share he paid was about ~$23.96 per share. Not a bad profit for 10 months. Not to mention his stock options award as the new CEO:
New-hire stock option grant: ~$25...
“I remember Morris Chang has a similar story when he first met you, that you immediately said, ‘I’m going to be your biggest customer or one of your biggest customers. And he’s like, ‘Wow, that’s a lot of gumption.’ So, where did that confidence come from at such an early age?”. “By the way...
ChatGPT Thinks Intel Stock Will Close At This Price In The Next 60 Days
Shares of Intel have shown signs of renewed investor interest as the company's push to ramp semiconductor production and expand its AI foundry ambitions intersects with broader demand for compute and deeper strategic...
A very self serving statement because China will eat his lunch. China is getting the chips no matter what so let's cut out the crooks who are profiting from smuggling them in. Diplomacy please...... why can't we all get along?
Maybe Anthropic should work on streamlining their AI software like...
Good point. I wonder how close we are to that capability today? Drones and robot soldiers. The whole Terminator/Skynet series coming to life.
I remember the movie War Games came out when I was doing my undergrad, we were learning about LISP and AI. When I saw the movie I remember thinking...
HACKEO-IA (AP)
The chief executive of a leading artificial intelligence startup has labelled the US’s decision to allow the sale of powerful AI chips to China as “crazy”, likening it to selling nuclear weapons to North Korea.
Anthropic CEO Dario Amodei said the Trump administration’s move last...
Maybe but Samsung does not have competitive packaging. They would have to use a TSMC CoWos packaging partner. Packaging really has turned out well for TSMC, great execution.
I think QCOM will use Samsung 2nm for Samsung products. Tesla also says they will. I'm sure the Taylor fab will be full...
Samsung Foundry is well known for horrible yield and broken promises.
Since Intel 18A is already in HVM and Samsung 2nm HVM is targeted for 2027 (hopefully) I give Intel the advantage. The question is price. Samsung has in the past dumped wafers to get production rolling. Will customers take...
It certainly has. War is much more like a video game everyday and who has the most talented video gamers in the world? China. Who has the most electronics manufacturing capacity? China. And these drones do not require leading edge process technology so China can make their own drone chips as well.
Agreed but you can only be a free trader if you have multiple sources to trade from. My concern is that if Intel Foundry does not succeed at 18P and 14A there will be no more Intel Foundry. This is a major C level concern in the semiconductor industry, absolutely.
My guess is that Intel Foundry...
One big advantage: Intel 18AP and 14A will be made in America by an American company that the US Government is a major stakeholder.
TSMC's $50B+ CAPEX should tell you something. It takes 2 years to build a fab in Taiwan. Same with a packaging facility. Since it takes 2-3 years to tape-out a...
Fab 62 is for 18A? Hopefully Intel internal products ramp up so 62 is necessary and maybe add some foundry business.
I don't recall if the Intel AZ fabs can handle HNA-EUV. The Ohio fabs are HNA-EUV capable. Intel often builds shells and waits until demand ramps before moving equipment in...
