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Search results

  1. 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...
  2. 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...
  3. 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.
  4. 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.
  5. Daniel Nenni

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

    HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a consolidated basis, revenue for January 2026was approximately NT$401.26 billion, an increase of 19.8 percent from December 2025 and an increase of 36.8 percent from...
  6. Daniel Nenni

    After years of delays, Samsung begins limited operations at Taylor chip plant

    Several hundred employees began working at the factory in November, readying the plant to kickstart production by the end of this year. Construction continues on Samsung's new plant near Taylor on Oct. 16, 2025. The company recently confirmed that the facility’s first chips are expected to...
  7. Daniel Nenni

    Taiwan Says Shifting 40% of Chip Capacity to U.S. Is ‘Impossible’

    TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true. Customers lobbied CC Wei and that is how it was done. Morris spoke out against it many times based on his experience with the TSMC Washington fab. I do not think...
  8. Daniel Nenni

    Taiwan Says Shifting 40% of Chip Capacity to U.S. Is ‘Impossible’

    https://www.tekedia.com/taiwan-firmly-rejects-u-s-push-to-relocate-40-of-semiconductor-capacity-citing-impossible-logistics-and-strategic-roots/
  9. Daniel Nenni

    Taiwan Says Shifting 40% of Chip Capacity to U.S. Is ‘Impossible’

    TAIPEI, Feb 9 — Taiwan has pushed back forcefully against U.S. calls to relocate a large share of its semiconductor production, saying it would be “impossible” to move 40% of the island’s chipmaking capacity to the United States. Taiwan Vice Premier Cheng Li-chiun, who also serves as the...
  10. Daniel Nenni

    6 Graphs That Show Where the U.S. Leads China on AI—and Where It Doesn’t

    Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States. In Hangzhou, China, a little-known Chinese firm called DeepSeek released R1, an AI model that industry watchers called a “Sputnik moment” for the country’s AI...
  11. Daniel Nenni

    TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave

    TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a cornerstone of U.S. semiconductor manufacturing with plans for up to six fabs by 2030. Fueled by AI demand, the Phoenix "GigaFab" cluster is accelerating production...
  12. Daniel Nenni

    ASML HNA-EUV Video Series

    Step into the future of advanced chipmaking with our High NA EUV platform: the TWINSCAN EXE. Committed to keep powering technology forward, together with our ecosystem, we're innovating lithography to improve the performance, functionality and energy efficiency of tomorrow's chip technology...
  13. Daniel Nenni

    AI chip startup Ricursive hits $4B valuation two months after launch

    AI chip startup Ricursive hits $4B valuation two months after launch Ricursive Intelligence, a startup building an AI system to design and automatically improve AI chips, has raised $300 million at a $4 billion valuation. The company said Monday the round was led by Lightspeed. Ricursive says...
  14. Daniel Nenni

    TSMC to hold first board meeting in Japan: Source

    The Taiwan Silicon Shield expands to include Japan?
  15. Daniel Nenni

    TSMC to hold first board meeting in Japan: Source

    CNA file photo Taipei, Feb. 6 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) has scheduled a board meeting in Kumamoto on Monday, marking the first time the world's largest contract chipmaker will hold such a meeting in Japan, a source close to the event said on Thursday. According to the...
  16. Daniel Nenni

    Semiconductor Industry Association: annual sales projected to reach roughly $1 trillion worldwide in 2026

    They generally do not count foundry revenue since it will be double counting. Yes we will hit $1T before 2030 but it is the ASPs that are getting us there, not the additional semiconductor unit count. Blame Nvidia, chip prices are through the roof! There is an AI surcharge on just about anything...
  17. Daniel Nenni

    What percentage of the data center market will be AI/ML

    I think there will be a lot of AI running on-premises. Individual companies like banks, semiconductor companies, etc... will do localized training, AI/ML development and operations. Remember, OpenAI, Xai, Google, etc... are building HUGE LLMs used for generative AI. Individual companies not so...
  18. Daniel Nenni

    AWS CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU

    I agree. We saw the same with bitcoin mines, which now can probably become AI farms? I saw a keynote by Google saying the same. Just build more datacenters. SemiWiki is in Google cloud, we are probably on an old cloud since we are small potatoes. Some fabs can be updated to new process...
  19. Daniel Nenni

    Memory Prices Surge Up to 90% From Q4 2025

    Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs. To mitigate cost pressures, OEMs are reducing memory content per device or prioritizing premium lineups equipped with LPDDR5, where price pressure is relatively...
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