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  1. Daniel Nenni

    TSMC February 2026 Revenue Report

    Another 30%+ year of growth for TSMC, absolutely! In February 2026, TSMC reported consolidated net revenue of about $10 billion, reflecting strong demand for advanced semiconductor technologies. Compared with February 2025, this represents year-over-year growth of roughly 22%, demonstrating the...
  2. Daniel Nenni

    TSMC February 2026 Revenue Report

    HSINCHU, Taiwan, R.O.C. – Mar. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for February 2026: On a consolidated basis, revenue for February 2026 was approximately NT$317.66 billion, a decrease of 20.8 percent from January 2026 and an increase of 22.2 percent from...
  3. Daniel Nenni

    Intel Board Chair Frank D. Yeary to Retire Following Annual Meeting; Dr. Craig H. Barratt Elected as Chair

    Great PR move though, everybody is taking a second glance so two glances for the price of one!
  4. Daniel Nenni

    Global Semiconductor Projects February 2026

    Richard Casey Program Development Group Manager March 9, 2026 Industry news February 2026 highlighted the continued acceleration of semiconductor investment and ecosystem development across the world. Governments, universities, and technology companies announced new fabrication facilities...
  5. Daniel Nenni

    Notes from Central Taiwan: The myth of TSMC’s ‘hollowing out’

    While the KMT and TPP warn that constructing TSMC’s fabs in the US will undermine Taiwan’s semiconductor industry, their obsession distracts from deeper challenges that they have done little to address Recently the Chinese Nationalist Party (KMT) and its Mini-Me partner in the legislature, the...
  6. Daniel Nenni

    Elon Musk kills résumés for chip hires and wants these 3 bullet points

    I haven't seen a decent resume in years. With LinkedIn and social media you should be able to put together a good understanding of a person pre interview. Networking is the best way to get a job, people who know people who know you professionally. Last job search I did I found the companies I...
  7. Daniel Nenni

    Elon Musk kills résumés for chip hires and wants these 3 bullet points

    Elon disrupts. He may not be perfect but disruptors are generally not. Exciting times in the semiconductor industry, absolutely.
  8. Daniel Nenni

    Elon Musk kills résumés for chip hires and wants these 3 bullet points

    Elon Musk has scrapped traditional resumes and cover letters for engineers applying to work on Tesla’s next-generation AI chip, replacing them with a single demand: three bullet points describing the hardest technical problems a candidate has ever solved. The directive, aimed at staffing the...
  9. Daniel Nenni

    Global Semiconductor Sales Increase 3.7% Month-to-Month in January

    Agreed. This also tracks revenue versus unit sales. Nvidia really is skewing the numbers here. Even so, great numbers. AI really is moving the numbers, absolutely.
  10. Daniel Nenni

    Global Semiconductor Sales Increase 3.7% Month-to-Month in January

    Worldwide chip sales increase 46.1% year-to-year WASHINGTON—March 6, 2025—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $82.5 billion during the month of January 2026, an increase of 3.7% compared to the December 2025 total of $79.6 billion and...
  11. Daniel Nenni

    Intel’s EMIB Challenges TSMC’s CoWoS as America’s Answer to the AI Packaging Bottleneck

    I think the main driver for customers to use Intel's packaging solution is to strengthen the supply chain. Today TSMC will not package die from other foundries so if a customer wants to use Intel or Samsung chiplets they cannot package with TSMC. TSMC can easily justify this by capacity...
  12. Daniel Nenni

    Intel CEO Tan reconsidering fate of chipmaker's new manufacturing tech, CFO says

    Which Nova Lake chiplet/tile are you talking about?
  13. Daniel Nenni

    US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales

    (Bloomberg) -- Nvidia Corp. has long been the world’s AI kingmaker. Now, the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers. Officials at the US Commerce Department have written draft regulations that would restrict AI chip...
  14. Daniel Nenni

    Intel Foundry’s Advanced Packaging Innovations Lead the Industry in Scaling Past Reticle Limits

    By Mark Gardner, Vice President and General Manager of the Packaging and Test Business Group, Intel Foundry Rapid growth in compute requirements for system on chips (SoCs), artificial intelligence (AI) accelerators, and networking devices is pushing traditional semiconductor packaging to its...
  15. Daniel Nenni

    Intel CEO Tan reconsidering fate of chipmaker's new manufacturing tech, CFO says

    The mobile SoC companies (Apple, MediaTek, Qcom, etc... ) first use N2. HPC companies (Intel, Nvidia, AMD, Google, etc...) Use N2P. N2X is an optimized version of N2P. https://semiwiki.com/semiconductor-manufacturers/tsmc/355121-tsmc-2025-technical-symposium-briefing/
  16. Daniel Nenni

    Rapidus Corporation today announced that it has completed a funding round totaling $1.7 billion USD from the Japan government and private sector

    TOKYO, Feb. 27, 2026 – Rapidus Corporation today announced that it has completed a funding round totaling 267.6 billion yen (equivalent to $1.7 billion USD) from the Japan government and private sector companies. A total of 100 billion yen was invested from the Information-Technology Promotion...
  17. Daniel Nenni

    OpenAI amends Pentagon deal as Sam Altman admits it looks ‘sloppy’

    I said the same thing when I programmed in LISP 45 years ago. No way would AI be able to do anything useful! And I was right for 40 years. :ROFLMAO:
  18. Daniel Nenni

    I'm having trouble understanding Broadcom's claimed AI revenue results and projections

    https://www.reuters.com/business/broadcom-rallies-it-touts-more-than-100-billion-ai-chip-sales-2027-2026-03-05/?
  19. Daniel Nenni

    I'm having trouble understanding Broadcom's claimed AI revenue results and projections

    The cost equation was much easier for fabless companies that sell the chips versus Google that uses them internally. How much money does Google make off a single TPU? Certainly more than fabless companies who sell the chips. Except of course maybe Nvidia.
  20. Daniel Nenni

    I'm having trouble understanding Broadcom's claimed AI revenue results and projections

    Right, and what part of the chip did Broadcom actually do? Google does design, Broadcom does implementation. I remember working with eSilicon a while back. They did not make a lot of money on the operations side of the business (package, test, etc...), not even close to the margins they make on...
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