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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...
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...
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...
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...
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...
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...
Beijing pushes domestic chips over foreign tech to cut dependence and bolster local alternatives
Chinese vendors collectively shipped 1.65 million cards, accounting for 41% of the total market PHOTO: REUTERS
[BEIJING] Chinese GPU and AI chip makers captured nearly 41 per cent of China’s AI...
Actually we have 360,976 registered members and more than 2M active readers.
Officially I am a blogger and offer my experience, observations, and opinions. There is nothing neutral about me. Journalists are supposed to report the news in a neutral manner but most journalists now adays have an...
Apr 1, 2026 • 9:00 AM EDT
SANTA CLARA, Calif. & NEW YORK--(BUSINESS WIRE)-- Intel Corporation (Nasdaq: INTC) and Apollo (NYSE: APO) today announced a definitive agreement for Intel to repurchase the 49% equity interest in the joint venture related to Intel’s Fab 34 in Ireland not held by Intel...
Rapidus secures $1.7 billion from Japan’s government and private investors for 2nm chip production — company says it is in active discussions with more than 60 potential customers... :ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO:
60 deals for 400 wafers per month? I sure hope yield is 99.99%.
Japan will use Rapidus if at all possible. Remember who the investors are according to AI:
Rapidus is backed by a consortium of major Japanese corporations plus strong government funding. Here’s a clear breakdown of the investors and supporters.
Founding corporate investors
Rapidus was...
Yes. Samsung is buying customers at 7-4nm which is why TSMC is moving capacity down to 3nm because Samsung S3F 100% failed. This is a good thing for the industry. It is unfortunate for Intel Foundry that they are not in the position to buy customers like Samsung is.
Samsung is still at a...
Great news for N3 customers! Japan fabs go up quickly. Japan neighbors calls them Night Castles because work is done around the clock.
The real reason is that 6-12nm wafers are commodities selling for cheap from Samsung and GF. 3nm has a much bigger margin so this is a strong financial move.
That is how I read it. Jensen sure is putting their money where their mouth is. Better than the stock buy backs and other financial monkey business.
Nvidia is going to have to change their tag line to "Nvidia Investment Everywhere"
CNA file photo
Taipei, March 31 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) received government approval on Tuesday to deploy its advanced 3-nanometer (3nm) process at its second fab currently under construction in Japan, according to a news release.
The Ministry of Economic Affairs...
Mar 31, 2026 • 5:02 PM EDT
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel Corporation today announced that it will report first-quarter financial results on Thursday, April 23, 2026, promptly after close of market. Intel will then hold an earnings conference call at 2 p.m. PT that day to discuss...
Nvidia bets $2 billion on Marvell as rising AI adoption fuels competition
NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion
Collaboration Delivers Greater Choice and Flexibility for Customers and Fully Compatible with NVIDIA AI Infrastructure
SANTA CLARA, Calif. –...
