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  1. Daniel Nenni

    "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology"

    There are several conferences this month, including the TSMC Symposium, so I expect to learn more about Terafab in the coming weeks. It is very difficult to keep anything Intel secret these days so stay tuned for more leaks. But given the information available today (which is not much at all) we...
  2. Daniel Nenni

    Intel reinvesting in semiconductor manufacturing, a likely good sign for Ohio

    NEW ALBANY, Ohio (WCMH) — In a reversal of past years, Intel is reinvesting in foundry projects like Ohio in 2026. For much of 2025, Intel was uncertain how much it could invest in semiconductor manufacturing projects like the one planned in Licking County. Now, Intel said it is experiencing an...
  3. Daniel Nenni

    Could Intel’s Foundry Be Worth $500 Billion?

    Intel (INTC) invested nearly five years making a promise that the market was skeptical about. The company dedicated over $100 billion to revamping its manufacturing capabilities, betting that it could once again manufacture the most sophisticated chips in the U.S. For an extended period, the...
  4. Daniel Nenni

    TSMC likely to book fourth straight quarter of record profit on insatiable AI demand

    TAIPEI, April 13 (Reuters) - TSMC (TSM) , the world's largest manufacturer of advanced artificial intelligence chips, will likely notch up a fourth consecutive quarter ‌of record earnings with a 50% surge in net profit for January-March thanks to ‌booming demand for AI infrastructure. Analysts...
  5. Daniel Nenni

    "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology"

    Jensen Huang, Lisa Su, and others are very good at playing by the rules that are given them. And yes they bend rules a bit so maybe we should call them guidelines like in the Pirate of the Caribean. Elon operates on a different level. He creates his own rules. If you take a close look at his...
  6. Daniel Nenni

    Japan approves additional $4Bfor chipmaker Rapidus

    Rapidus is working the IP ecosystem pretty hard, writing some very big checks. No word on big customers though. This really has the feeling of GlobalFoundries when they first got started. The NOT TSMC market is much more visible this time around so they definitely have a chance. GF was also...
  7. Daniel Nenni

    Japan approves additional $4Bfor chipmaker Rapidus

    TOKYO, April 11 (Reuters) - Japan's industry ministry said on Saturday it has approved an additional 631.5 billion yen ($3.96 billion) ‌to accelerate research and development at chipmaker Rapidus. The support is part of the government's efforts to boost domestic production of advanced...
  8. Daniel Nenni

    The semiconductor market could double by 2030

    Nenni's law is if you throw enough stuff against the wall something is bound to stick and make you famous. As long as you forget about all of the stuff that did not stick you will be fine.
  9. Daniel Nenni

    TSMC March 2026 Revenue Report

    https://telecom.economictimes.indiatimes.com/amp/news/devices/tsmcs-first-quarter-revenue-surges-as-ai-interest-propels-sales-beyond-market-forecasts/130163432
  10. Daniel Nenni

    TSMC March 2026 Revenue Report

    Congratulations to TSMC. While Intel and Samsung "experimented" at 3nm, TSMC collaborated with the entire ecosystem to bring a strong finish to the FinFET family of process technologies. Take a look at the history of FinFET process technologies and you will see why we are where we are at today...
  11. Daniel Nenni

    TSMC March 2026 Revenue Report

    HSINCHU, Taiwan, R.O.C. – Apr. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for March 2026: On a consolidated basis, revenue for March 2026 was approximately NT$415.19 billion, an increase of 30.7 percent from February 2026 and an increase of 45.2 percent from March...
  12. Daniel Nenni

    Why AI Chips Made In The U.S. Are Being Sent To Taiwan — Creating A Major Bottleneck

    There's a new bottleneck in the AI chipmaking process that happens almost entirely in Asia right now: advanced packaging. It connects smaller chips together into a larger chip like a GPU, so it can communicate with data centers and more. As #Nvidia books the majority of capacity, #TSMC prepares...
  13. Daniel Nenni

    Intel Foundry Achieves Breakthrough with World's Thinnest GaN Chiplet Technology

    Han_Wui_Then Employee ‎04-07-2026 Han Wui Then is a senior principal engineer at Intel Foundry Technology Research specializing in advanced semiconductor materials and advanced transistor development. Co-authors include Samuel Bader, Ahmad Zubair, Heli Vora, Prafful Golani, Pratik Koirala...
  14. Daniel Nenni

    UMC Reports Sales for March 2026

    TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of March 2026. Additional information about UMC is available on the web at https://www.umc.com. Contacts Michael Lin / David Wong UMC...
  15. Daniel Nenni

    "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology"

    That is one of the challenges Lip-Bu Tan will have to address, Elon's X posts. From what I am told there is not an agreement in place as of yet so this is just exploratory. I do not see any other option for Elon and his Terafab. I doubt TSMC will engage in this manner and Samsung seems to be...
  16. Daniel Nenni

    Samsung Is Unfazed by the DRAM Crash Hysteria, Raises Prices by 30% for Q2 After Doubling Them in Q1

    Basic supply and demand principles at work here with an added dose of South Korea duopoly. How is it that we are going to run out of logic chips when memory is the real bottleneck? AI eats more memory than logic!
  17. Daniel Nenni

    Samsung Is Unfazed by the DRAM Crash Hysteria, Raises Prices by 30% for Q2 After Doubling Them in Q1

    The memory sphere has turned into the epitome of a hysteria-obsessed lady of Victorian England. As evidence, look no further than the commodity DRAM sector, where a modest spot price reduction has spurred everything from death-knell pronouncements to stock price crashes. Yet, the truly big...
  18. Daniel Nenni

    Bernie Sanders has a plan to stop the AI industry

    For his age I suppose he is doing well but he is almost 85 years old. I would not let him drive a car much less write federal laws. I have been actively using AI for 2+ years. We integrated OpenAI with SemiWiki more than a year ago. I use AI for personal and professional activities yet I still...
  19. Daniel Nenni

    "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology"

    Intel did a massive pivot under PG and another under Lip-Bu. This will be another Intel pivot but considered part of the Lip-Bu pivot, my opinion. This Terafab is yet another semiconductor disruption but I have complete trust in TSMC and how they will handle it. CC Wei and team are certainly...
  20. Daniel Nenni

    "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology"

    I agree but Elon Musk has a vision (rubber) and Intel has experience (road). I have little doubt that a Terafab will be made but it will be closer to the road than the rubber in his vision. Again, TSMC can make the chips if Elon wrote a big enough check to cover the fab costs through...
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