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  1. Daniel Nenni

    Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit.

    I got a tour of GF Fab 9 a few years ago and it seemed VERY old. At that time it was not on the Superfund site list, I checked before going. I would not however drink the ground water anywhere near there, especially if you are of child bearing years (PFAS issues). We had the same concern here in...
  2. Daniel Nenni

    Intel Foundry, losing key people in 2025-2026

    You can add: Chek-San (CS) Leong · 1st Senior Director, Head of IP and Chiplet Ecosystem Alliance at Intel Foundry. After 4.5 years, I am closing my chapter at Intel. As I prepare to move on to my next endeavor, I want to take a moment to express my sincere gratitude to all my Intel...
  3. Daniel Nenni

    Intel Foundry, losing key people in 2025-2026

    This is very concerning. Hopefully there is a good explanation but I cannot think of one.
  4. Daniel Nenni

    More Clients Leads to 80% Utilization at Samsung Foundry in 1Q2026

    https://www.linkedin.com/company/usembassykl/posts/?feedView=all It would be hard to believe that Broadcom would not use Intel Foundry.
  5. Daniel Nenni

    More Clients Leads to 80% Utilization at Samsung Foundry in 1Q2026

    Tesla is using both Samsung and TSMC. I do hope Elon Musk is working with Lip-Bu Tan but I hear that the AI6 chip is in trouble. The question is: Can Tesla make better AI chips faster than Nvidia? Will Elon Musk risk his AI business on Samsung chips? My guess is that Elon will follow OpenAI and...
  6. Daniel Nenni

    More Clients Leads to 80% Utilization at Samsung Foundry in 1Q2026

    Samsung Foundry sells on price, which is good, but now they also sell on capacity since TSMC capacity is tight. Even so, I am not seeing any design wins below 4nm. Most are at 7nm. Samsung 2nm is still a ways out so we shall see. The huge increase in 2026 TSMC CAPEX is a big tell. If you compare...
  7. Daniel Nenni

    Nvidia Plans New Chip to Speed AI Processing, Shake Up Computing Market

    This is really good news. Competition is a big part of semiconductor innovation. Hopefully we have enough fabs to make these chips. GTC is going to be crazy this year!!!
  8. Daniel Nenni

    Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit.

    We had this same problem with cell towers. Nobody wanted them but everyone needs them. Such is life. Even now the reception in my neighborhood sucks.
  9. Daniel Nenni

    OpenAI's $110 billion funding round draws investment from Amazon, Nvidia, SoftBank

    A woman poses for pictures in front of the OpenAI logo at Bharat Mandapam, one of the venues for AI Impact Summit, in New Delhi, India, February 17, 2026. REUTERS/Bhawika Chhabra Feb 27 (Reuters) - OpenAI said on Friday it is raising $110 billion in a blockbuster funding round that would value...
  10. Daniel Nenni

    Intel Foundry, losing key people in 2025-2026

    Kevin is a very smart guy, he got the message when he was not reporting directly to Lip-Bu. That is a very big tell.
  11. Daniel Nenni

    Intel Foundry, losing key people in 2025-2026

    Agreed, but remember, Lip-Bu meets with customers directly so he knows who did what and when. The plan is to get 6 key customers. You do not need a staff of sales people to do that. Lip-Bu already knows these people and Lip-Bu is a master delegator. Intel has been a monopoly for a long time so...
  12. Daniel Nenni

    Intel Foundry, losing key people in 2025-2026

    So many but here are my top 5: Leadership Restructuring. Intel had so many layers of management. AI Strategy. Did Intel even have one? Focus on Engineering and Execution. One thing I can tell you about Lip-Bu is that he does not suffer fools gladly and Intel had plenty of fools. Strong...
  13. Daniel Nenni

    Intel Foundry, losing key people in 2025-2026

    True, they were both were part of the big lay-off last August. Suk turned 65 in December so he is officially retired after 40+ years. I hope he comes back but it is highly unlikely.
  14. Daniel Nenni

    Intel Foundry, losing key people in 2025-2026

    Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the EDA and IP ecosystem at TSMC and did the same for Intel Foundry but the 18A misstep hand cuffed him. He is retired now and loving it. The Intel Foundry business...
  15. Daniel Nenni

    Keysight and Ericsson Collaborate to Enable Pre-6G Interoperability Validation

    Collaboration demonstrates full-stack pre-6G interoperability testing using real network infrastructure and devices SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight Technologies, Inc. (NYSE: KEYS) and Ericsson have collaborated to troubleshoot and validate interoperability between an Ericsson...
  16. Daniel Nenni

    proteanTecs and Gubo Technologies Collaborate to Deliver Unified Analytics Solution for Semiconductor Systems

    February 23, 2026 – proteanTecs®, a leading provider of deep data health and performance monitoring solutions for advanced electronics, and Gubo Technologies Co., Ltd., China’s first post silicon workflow automation solution provider, today announced a collaboration to deliver combined...
  17. Daniel Nenni

    AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

    Blame the lawyers..... They approve all PRs. I have gone through this a few times. The final version looked nothing like the draft and was void of all intelligence.
  18. Daniel Nenni

    Akeana Partners with Axiomise for Formal Verification of Its Cores

    Press Release • Feb 24, 2026 11:00 EST Verifying super-scalar cores with formal guarantees LONDON, UK, February 24, 2026 (Newswire.com) - Akeana, a leading provider of RISC-V IP, today confirmed that its partnership with Axiomise has been crucial for formally verifying its advanced...
  19. Daniel Nenni

    MIPI Alliance Releases UniPro v3.0 and M-PHY v6.0, Accelerating JEDEC UFS Performance for Edge AI in Mobile, PC and Automotive

    New versions enable twice the previous data rate and gains in efficiency and scalability for flash storage applications MIPI UniPro v3.0 and M-PHY v6.0 accelerate JEDEC UFS performance for edge AI in mobile, PC and automotive, and enable twice the previous data rate and gains in efficiency and...
  20. Daniel Nenni

    Caspia Launches New RTL Security Analyzer Enabling Agentic Silicon Security Verification

    Caspia's flagship product, CODAx delivers new levels of security improvement, paving the way for agentic workflows. The company is expanding its management team to support delivery of agentic security workflows. Caspia will present its latest technology at DVCon on March 2-5, 2026. GAINESVILLE...
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