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  1. Daniel Nenni

    ASML lifts 2026 forecast as surging AI chip demand boosts new orders

    TSMC and South Korea would be my guess unless Terafab is already gearing up? :ROFLMAO:
  2. Daniel Nenni

    ASML lifts 2026 forecast as surging AI chip demand boosts new orders

    - ASML lifts 2026 revenue outlook to 36 billion-40 billion euros - Chipmaking tool maker cites AI-driven demand - CEO Christophe Fouquet says chip demand outpaces supply - ASML to ship 60 low NA EUV tools in 2026, 25% more than 2025, CFO says - New China export restrictions a potential negative...
  3. Daniel Nenni

    Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say

    -YMTC plans two more plants in addition to one nearly completed, sources say - The three new plants will more than double production capacity, sources say - YMTC has made rapid strides in know-how despite US sanctions April 14 (Reuters) - Chinese chipmaker Yangtze Memory Technologies (YMTC)...
  4. Daniel Nenni

    Japan approves additional $4Bfor chipmaker Rapidus

    Yes, IP companies have PDK .5 and above. It came with a big check for porting services. Select TSMC N2 IP is being moved over. No problems have been reported but we will know more after the TSMC conference next week. I would guess PDK 1.0 will be released by the end of the year if no problems...
  5. Daniel Nenni

    Nvidia Is Negotiating To Buy A Large PC Oriented Company

    Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used the same forum software he did but added blogs. Charlie has since followed me into the blogosphere. I met him at a conference in Las Vegas, nice guy, not great...
  6. Daniel Nenni

    Nvidia Is Negotiating To Buy A Large PC Oriented Company

    https://finance.yahoo.com/markets/stocks/articles/nvidia-change-pc-market-forever-190414327.html
  7. Daniel Nenni

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

    Yes, for companies that want to create their own silicon. Call it IDM 3.0 for companies that are in a very competitive market. We saw this in mobile, right? How do you compete with companies who use the same SoC and the same software stack? Apple changed the game by creating their own SOC and...
  8. Daniel Nenni

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

    There are several conferences this month, including the TSMC Symposium, so I expect to learn more about Terafab in the coming weeks. It is very difficult to keep anything Intel secret these days so stay tuned for more leaks. But given the information available today (which is not much at all) we...
  9. Daniel Nenni

    Intel reinvesting in semiconductor manufacturing, a likely good sign for Ohio

    NEW ALBANY, Ohio (WCMH) — In a reversal of past years, Intel is reinvesting in foundry projects like Ohio in 2026. For much of 2025, Intel was uncertain how much it could invest in semiconductor manufacturing projects like the one planned in Licking County. Now, Intel said it is experiencing an...
  10. Daniel Nenni

    Could Intel’s Foundry Be Worth $500 Billion?

    Intel (INTC) invested nearly five years making a promise that the market was skeptical about. The company dedicated over $100 billion to revamping its manufacturing capabilities, betting that it could once again manufacture the most sophisticated chips in the U.S. For an extended period, the...
  11. Daniel Nenni

    TSMC likely to book fourth straight quarter of record profit on insatiable AI demand

    TAIPEI, April 13 (Reuters) - TSMC (TSM) , the world's largest manufacturer of advanced artificial intelligence chips, will likely notch up a fourth consecutive quarter ‌of record earnings with a 50% surge in net profit for January-March thanks to ‌booming demand for AI infrastructure. Analysts...
  12. Daniel Nenni

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

    Jensen Huang, Lisa Su, and others are very good at playing by the rules that are given them. And yes they bend rules a bit so maybe we should call them guidelines like in the Pirate of the Caribean. Elon operates on a different level. He creates his own rules. If you take a close look at his...
  13. Daniel Nenni

    Japan approves additional $4Bfor chipmaker Rapidus

    Rapidus is working the IP ecosystem pretty hard, writing some very big checks. No word on big customers though. This really has the feeling of GlobalFoundries when they first got started. The NOT TSMC market is much more visible this time around so they definitely have a chance. GF was also...
  14. Daniel Nenni

    Japan approves additional $4Bfor chipmaker Rapidus

    TOKYO, April 11 (Reuters) - Japan's industry ministry said on Saturday it has approved an additional 631.5 billion yen ($3.96 billion) ‌to accelerate research and development at chipmaker Rapidus. The support is part of the government's efforts to boost domestic production of advanced...
  15. Daniel Nenni

    The semiconductor market could double by 2030

    Nenni's law is if you throw enough stuff against the wall something is bound to stick and make you famous. As long as you forget about all of the stuff that did not stick you will be fine.
  16. Daniel Nenni

    TSMC March 2026 Revenue Report

    https://telecom.economictimes.indiatimes.com/amp/news/devices/tsmcs-first-quarter-revenue-surges-as-ai-interest-propels-sales-beyond-market-forecasts/130163432
  17. Daniel Nenni

    TSMC March 2026 Revenue Report

    Congratulations to TSMC. While Intel and Samsung "experimented" at 3nm, TSMC collaborated with the entire ecosystem to bring a strong finish to the FinFET family of process technologies. Take a look at the history of FinFET process technologies and you will see why we are where we are at today...
  18. Daniel Nenni

    TSMC March 2026 Revenue Report

    HSINCHU, Taiwan, R.O.C. – Apr. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for March 2026: On a consolidated basis, revenue for March 2026 was approximately NT$415.19 billion, an increase of 30.7 percent from February 2026 and an increase of 45.2 percent from March...
  19. Daniel Nenni

    Why AI Chips Made In The U.S. Are Being Sent To Taiwan — Creating A Major Bottleneck

    There's a new bottleneck in the AI chipmaking process that happens almost entirely in Asia right now: advanced packaging. It connects smaller chips together into a larger chip like a GPU, so it can communicate with data centers and more. As #Nvidia books the majority of capacity, #TSMC prepares...
  20. Daniel Nenni

    Intel Foundry Achieves Breakthrough with World's Thinnest GaN Chiplet Technology

    Han_Wui_Then Employee ‎04-07-2026 Han Wui Then is a senior principal engineer at Intel Foundry Technology Research specializing in advanced semiconductor materials and advanced transistor development. Co-authors include Samuel Bader, Ahmad Zubair, Heli Vora, Prafful Golani, Pratik Koirala...
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