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  1. Daniel Nenni

    AI Boom Accelerates China's Chip Industry Growth as Demand Strains Supply Chain

    Visitors look at a display of semiconductor devices at the SuperSiC booth during SEMICON China, a trade fair for semiconductor technology, in Shanghai, China, March 25, 2026. REUTERS/Go Nakamura By Eduardo Baptista March 25 (Reuters) - China's chip industry is showing strong ⁠growth ⁠momentum...
  2. Daniel Nenni

    Trendforce: Samsung Reportedly to Build a New Wafer Fab in the U.S.

    True.... I feel another cease and desist coming my way.......... :LOL:
  3. Daniel Nenni

    GlobalFoundries Files Patent Infringement Lawsuits Against Tower Semiconductor to Protect High-Performance American Chip Innovation

    Multiple U.S. patent lawsuits filed to halt unlawful importation and sale of semiconductors infringing GF’s patented technologies March 26, 2026 10:05 ET | Source: GlobalFoundries Inc. MALTA, N.Y., March 26, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF), a leading American...
  4. Daniel Nenni

    Trendforce: Samsung Reportedly to Build a New Wafer Fab in the U.S.

    Samsung will need to build two fabs since they will only yield 50% each.
  5. Daniel Nenni

    Terafab 21 March 2026

    It still looks like a head fake to get a better wafer agreement, better than his AI competitors. He can pre pay TSMC to build fabs, like Apple did, and get a special process that others cannot use which would have a 99.99% success rate.
  6. Daniel Nenni

    OpenAI shutters AI video generator Sora in abrupt announcement

    The legal actions are piling up so blame the evil doers and the legal profession and click media for blowing it out of proportion.
  7. Daniel Nenni

    Imec names NVIDIA’s Jensen Huang as recipient of the 2026 imec Lifetime of Innovation Award

    Honoring Huang’s groundbreaking work in advancing high-performance computing and artificial intelligence LEUVEN (Belgium), MARCH 23, 2026— Imec, a world-leading research and innovation hub in advanced semiconductor technologies, proudly announces Jensen Huang, founder and CEO of NVIDIA, as the...
  8. Daniel Nenni

    "Anastasi In Tech" on Intel Fab 52 and 18A

    Without her face and voice would the channel be so popular? Be honest....... I'm a fan for sure but her content is going down and her marketing is going up. Not a great recipe for trust and without trust what do channels like this have? Constructive criticism Anastasi. I am still a follower.
  9. Daniel Nenni

    Microsoft-backed startup Lace raises $40m series A

    Lace, a Norway-headquartered chipmaking equipment startup backed by Microsoft, has raised $40 million in a series A round to develop lithography tools that use a helium atom beam instead of light. The round was led by Atomico and included Microsoft’s venture arm, M12, Linse Capital, the Spanish...
  10. Daniel Nenni

    SK Hynix to buy $8 billion in ASML chipmaking tools in largest disclosed order

    SEOUL, March 24 (Reuters) - Chipmaker SK Hynix (000660.KS) said on Tuesday it will purchase 11.95 trillion won ($7.97 billion) worth of ‌ASML's (ASML) EUV lithography tools, used to create chip circuitry, in ‌the largest single order publicly disclosed by an ASML customer. In a regulatory...
  11. Daniel Nenni

    Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze

    Please note that this article cites information from Reuters and The Motley Fool. While NVIDIA—reportedly TSMC’s largest customer—has repeatedly signaled it is pushing for additional wafer allocation amid tight supply, it is far from alone in feeling the strain. According to Reuters, citing...
  12. Daniel Nenni

    Terafab 21 March 2026

    As some of you know I grew up an Intel fan early on in my Semiconductor life. My first PC was an IBM PC XT and my fandom grew from there. I actually got to meet Andy Grove when he was CEO of Intel at a semiconductor conference. I had seen Gordon Moore speak a couple of times in 1984/5 but he did...
  13. Daniel Nenni

    IFS Direct Connect from Public to a closed Event?

    There is no event. Intel Foundry has targeted accounts, they do not need to open the flood gates. Maybe next year.
  14. Daniel Nenni

    Terafab 21 March 2026

    Blame the lawyers. I read case law where a technician did in fact jam a screwdriver into his leg and took legal action for lack of proper training. I do agree with the employment issue here in the Untied States. Robots are great and can certainly run around fabs. In fact, at TSMC they already...
  15. Daniel Nenni

    Terafab 21 March 2026

    Yesterday, Elon Musk posted on X: “Quantity has a quality all its own. TERAFAB.” Within minutes, the internet fractured into its usual camps—skeptics rolling their eyes, believers leaning in. I found myself in the second group, not because I underestimate the difficulty, but because I’ve spent...
  16. Daniel Nenni

    Terafab 21 March 2026

    It is beginning to look more like a negotiation move, a head fake. I'm sure there is a method to Elon's madness but it seems to be above my pay grade. I fully expected Elon to buy a big bunch of Intel stock then announce a working deal with them. That is the Elon I know and love.
  17. Daniel Nenni

    Terafab 21 March 2026

    Elon Musk wants to build his own chip factory. The announcement of Terafab—a joint Tesla-SpaceX semiconductor fab in Austin, Texas, targeting 2 nm process technology—is either the most ambitious vertical integration play in decades or the most expensive negotiating tactic in history. Either way...
  18. Daniel Nenni

    Lex Fridman - a 2.5 hour conversation with Jensen Huang, Nvidia

    ChatGPT 500 Word Summary: Visionary Leadership and the Engineering of the AI Future The rapid advancement of artificial intelligence has been shaped not only by technological breakthroughs but also by visionary leadership and strategic decision-making. A conversation between Lex Fridman and...
  19. Daniel Nenni

    Terafab 21 March 2026

    I have it on good authority that Elon Musk did not approach Intel for any part of this. :mad:
  20. Daniel Nenni

    Samsung union votes to strike, risking Nvidia HBM4 supply disruption

    Hopefully Elon Musk will make memory too. I mean, how hard can that be? It is the same bit cell used over and over again.
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