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Search results

  1. Daniel Nenni

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

    This is very true. Given TSMC owns the 3nm and 2nm nodes the next 5 years is going to be a busy time. Building fabs is the easy part, hiring people to do the actual fab work will be a challenge! Exciting times in the semiconductor industry, absolutely!
  2. Daniel Nenni

    Rumours around Intel's 'unified core' future chip designs are swirling once more

    Credit: Future Those familiar with Intel's modern processor lines will also be familiar with the idea of Performance and Efficient cores. The Intel Core Ultra 9 285K, for example, is technically a 24-core chip, with eight of those cores being high-powered Performance versions for heavy...
  3. Daniel Nenni

    The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored

    Quick summary of a long not paywalled article. He reviewed documents, visited chip plants and interviewed more than 60 people across the government and the tech industry but he did not talk to me. :cool: For years, U.S. officials have warned that America’s heavy reliance on Taiwan for...
  4. Daniel Nenni

    Chips&Media Accelerates WAVE-N Ecosystem: Redefining the Future of Next-Generation Customized NPUs

    As a premier multimedia IP provider, Chips&Media is proud to announce the strategic expansion of the WAVE-N ecosystem – our next-generation customized NPU architecture. Key Objectives: - Strategic Partnerships: Cultivating alliances with leading AI-based imaging network providers - IP...
  5. Daniel Nenni

    TSMC Speeds up Expansion in Taiwan: up to 10 Fabs Reportedly under Construction or Starting in 2026

    News Please note that this article cites information As NVIDIA is scheduled to release its Q1 earnings release on February 25 and the GTC 2026 conference in March, major foundry partner TSMC’s expansion move keeps drawing market attention. Liberty Times, citing semiconductor supply chain...
  6. Daniel Nenni

    Baya Systems and Aion Silicon Partner to Accelerate Next-Generation SoC and Chiplet Designs

    Joint solution reduces risk and accelerates time-to-silicon for advanced semiconductor platforms SANTA CLARA, Calif., and London, United Kingdom, February 23, 2026 — Baya Systems, a pioneer in software-driven, chiplet-ready semiconductor fabric IP for scalable AI, high-performance computing...
  7. Daniel Nenni

    Exclusive-ASML unveils EUV light source advance that could yield 50% more chips by 2030

    ASML reports Q4 earnings, in Veldhoven · Reuters SAN DIEGO, California, Feb 23 (Reuters) - Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn out up to 50% more chips by decade's end, to help retain the Dutch...
  8. Daniel Nenni

    Altman scales back: TACO Thursday?

    My doctors do that as well, especially Zoom doctor calls which I 100% prefer. I'm fine with AI notes but I had a quick procedure last year and it went wrong, so much unnecessary pain. The doctor actually said OOOOPPPSSSSSSYYY. I looked at the AI notes on the portal and there was no mention of...
  9. Daniel Nenni

    Altman scales back: TACO Thursday?

    Try this, load the results of your latest medical tests into ChatGPT and ask it what follow-up questions you should ask your doctor. If enough people do this doctors will start using ChatGPT. :ROFLMAO:
  10. Daniel Nenni

    Silicon Valley Engineers Charged With Stealing Trade Secrets From Leading Tech Companies

    SAN JOSE – A federal grand jury has indicted three Silicon Valley engineers on charges of conspiring to commit trade secret theft from Google and other leading technology companies, theft and attempted theft of trade secrets, and obstruction of justice. Samaneh Ghandali, 41, Mohammadjavad...
  11. Daniel Nenni

    Altman scales back: TACO Thursday?

    Definitely Google in my opinion, Apple an Xai maybe. OpenAI only if Microsoft buys them. Xai because of Tesla, Twitter, SpaceX etc... The one with the most data and ability to monetize wins. When ChatGPT shuts me down with "0 messages remaining" I just switch to another site. They need to find...
  12. Daniel Nenni

    Altman scales back: TACO Thursday?

    I would say he is a visionary/dreamer. I do not think he has a dishonest bone in his body. Making money might not be his thing but Sam has moved AI into the forefront of society for the greater good, absolutely. I have been using ChatGPT for more than a year now and it is improving in leaps...
  13. Daniel Nenni

    Altman scales back: TACO Thursday?

    First instinct is to throw compute power at a problem. Second instinct is to optimize the software so it requires less hardware. I have heard Sam speak a few times, he was at the Intel event last year. Sam admitted there is room for improvement and that the OpenAI software is bloated. Then...
  14. Daniel Nenni

    Nvidia is moving in on Intel and AMD's home turf

    Nvidia (NVDA) has sealed an expanded, multiyear data center agreement with Meta (META) that will see the chipmaker supply the social media giant with millions of its Blackwell and Rubin GPUs. And while that was certainly the splashiest part of Tuesday's news, the companies said the agreement...
  15. Daniel Nenni

    Five Fun HBM Facts

    It looks like that to me. Especially Micron and Hynix as HBM is a major part of their business.
  16. Daniel Nenni

    Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026

    Samsung is gearing up for a major shift in its mobile processor strategy with the upcoming Exynos 2700. According to The Korea Economic Daily citing Kiwoom Securities, Samsung plans to start mass production of the Exynos 2700 in the second half of 2026. This chip will be manufactured using...
  17. Daniel Nenni

    Five Fun HBM Facts

    Ask us how to separate fake news from facts MKW Ventures Semiconductors Feb 18, 2026 As with all hot topics, there are facts and myths. Five HBM Facts: HBM volume is increasing. It was 11% of bits and 20% of revenue. This will grow to approximately 20% of bits over the next 4 years based on...
  18. Daniel Nenni

    Japanese toilet maker 'the most undervalued and overlooked AI memory beneficiary,' investors claim — shares up nearly 40% in first two months of 2026

    Talking toilet seats are a little creepy but I do like it when the seat goes up and down with auto flushing. They have programmable ones with voice. I would make my guest toilet laugh when the seat goes up.
  19. Daniel Nenni

    Did Intel just delay their 14A node by a year?

    I believe Pat Gelsinger originally said 14A would be in risk production in 2026, then I heard 2027, now Lip-Bu says 2028. The 14A .5 PDK will be available soon. Some companies start design with PDK .5 with TSMC but I am told companies will wait until PDK 1.0 for 14A since it has new technology...
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