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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"

    Personally I think Lip-Bu and Elon Musk are a good combination as long as Lip-Bu is in a leadership role. Lip-Bu certainly has China creds which Elon should respect. Lip-Bu now knows what Intel can and cannot do so this is great timing. How much do you think SpaceX will invest in Intel? More or...
  2. Daniel Nenni

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

    April 7 (Reuters) - #Intel said on Tuesday it will partner with Elon Musk's Terafab AI chip complex project alongside #SpaceX and Tesla to ‌help produce processors powering the tech billionaire's robotics and data center ambitions. Intel's ‌shares jumped nearly 3% after the news, with the...
  3. Daniel Nenni

    The Ridiculously Nerdy Intel Bet That Could Rake in Billions

    Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was established in the 1980s, part of it built on top of a sod farm. In 2007, as Intel’s business faltered, operations in one of the key fabs, Fab 9, came to a halt...
  4. Daniel Nenni

    Samsung and SK are expanding fast, but why is memory still in short supply?

    That is one thing CC Wei brought to the table with TSMC, manufacturing discipline. Every since CC Wei took over from Mark Liu (6/2024) TSMC's standard comment on investor calls is "capacity will be tight". The extreme opposite of the IDM methodology "build it and they will come". A manufacturing...
  5. Daniel Nenni

    Trump administration proposes expanding Chinese tech gear crackdown

    WASHINGTON, April 3 (Reuters) - The Federal Communications Commission said Friday it is considering banning the import of Chinese equipment from a group of manufacturers after previously barring approvals of new models in 2022. The FCC in 2021 added telecommunications and video surveillance...
  6. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    True....... I see Ian and Dylan at the same conferences. In fact, Ian will be at the TSMC conference: https://www.tsmc.com/static/english/campaign/Symposium2026/index.htm And Dylan will be at the Design Automation Conference: https://dac.com/2026
  7. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    https://www.linkedin.com/feed/update/urn:li:activity:7446145884695740416/?originTrackingId=uPDO8QSUKxZn%2BcrJab1Zkw%3D%3D
  8. Daniel Nenni

    Global Semiconductor Sales Increase Substantially in February

    Amazing! It truly is an honor to be a semiconductor professional.
  9. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    I was wondering which side leaked it to Ian? My guess would be plaintiff as they have the most to lose here?
  10. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    There will be no winners here. I seriously doubt Dylan will let it go to the deposition phase. You just never know what other shortcuts will come up during discovery. **SemiAnalysis is currently involved in a legal dispute mainly with a former employee, and the situation includes both sides...
  11. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

  12. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    I don't think "taking shortcuts" adequately covers what is being done here. Here is an example that I completely made up for the purposes of discussion: If data from a TXXX N3 PDK, which we all know is protected by NDAs and other legal documents, is used in a report that is then sold for...
  13. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    Can someone explain the $50M revenue part? SemiAnalysis sells $50M worth of reports per year?
  14. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    One of the more recent tour deforces in the semiconductor industry today is the analyst firm SemiAnalysis, headed up by CEO Dylan Patel and a team of around 50 employees all aimed at providing reports and models for the AI ecosystem - everything from datacenter build-out to supply-chain...
  15. Daniel Nenni

    Global Semiconductor Sales Increase Substantially in February

    2026 is going to be a big year for sure. You don't read much about AI bubbles anymore.
  16. Daniel Nenni

    Global Semiconductor Sales Increase Substantially in February

    Worldwide chip sales up 61.8% year-to-year, 7.6% month-to-month WASHINGTON—April 3, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $88.8 billion during the month of February 2026, an increase of 7.6% compared to the January 2026 total of $82.5...
  17. Daniel Nenni

    Elon Musk's SpaceX set to go public in $1 trillion share listing

    Is SpaceX a Hegemony? Where SpaceX looks hegemonic: SpaceX has strong dominance in some launch markets: It flies a huge share of U.S. orbital launches Its reusable rockets lowered launch costs Competitors often adjust pricing and designs in response Its Starlink network is one of the largest...
  18. Daniel Nenni

    Samsung upgrades Austin fab, signals dual-track US chip strategy

    Could a glut of leading edge semiconductor capacity be headed our way? Seriously, are we over building logic capacity for AI? The other factors to consider are yield, memory, and other supply chain constraints. TSMC is high yielding, Samsung is low, Intel Foundry and Rapidus are somewhere in...
  19. Daniel Nenni

    Elon Musk's SpaceX set to go public in $1 trillion share listing

    Reuters Elon Musk's SpaceX is poised to become one of the most valuable publicly traded companies in the world. The firm, which makes rockets, space exploration technology and Starlink satellites, is privately held, but on Wednesday it made a confidential filing with authorities for an initial...
  20. Daniel Nenni

    Seligman Ventures Leads Cognichip’s $60M Series A to Back Physics-Informed AI for Chip Design, Intel CEO Lip-Bu Tan and Seligman Ventures’ Umesh Padva

    Total Funding Exceeds $93M as Semiconductor Leaders Rally Around Cognichip’s Full-Stack ACI® – Artificial Chip Intelligence Technology Seligman Ventures and Japan-based SBI Investment Join Coalition of Industry Leaders to Re-Architect Chip Design for the AI Era Lip-Bu Tan, the Visionary Venture...
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