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  1. Daniel Nenni

    UMC Reports Sales for March 2026

    TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of March 2026. Additional information about UMC is available on the web at https://www.umc.com. Contacts Michael Lin / David Wong UMC...
  2. Daniel Nenni

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

    That is one of the challenges Lip-Bu Tan will have to address, Elon's X posts. From what I am told there is not an agreement in place as of yet so this is just exploratory. I do not see any other option for Elon and his Terafab. I doubt TSMC will engage in this manner and Samsung seems to be...
  3. Daniel Nenni

    Samsung Is Unfazed by the DRAM Crash Hysteria, Raises Prices by 30% for Q2 After Doubling Them in Q1

    Basic supply and demand principles at work here with an added dose of South Korea duopoly. How is it that we are going to run out of logic chips when memory is the real bottleneck? AI eats more memory than logic!
  4. Daniel Nenni

    Samsung Is Unfazed by the DRAM Crash Hysteria, Raises Prices by 30% for Q2 After Doubling Them in Q1

    The memory sphere has turned into the epitome of a hysteria-obsessed lady of Victorian England. As evidence, look no further than the commodity DRAM sector, where a modest spot price reduction has spurred everything from death-knell pronouncements to stock price crashes. Yet, the truly big...
  5. Daniel Nenni

    Bernie Sanders has a plan to stop the AI industry

    For his age I suppose he is doing well but he is almost 85 years old. I would not let him drive a car much less write federal laws. I have been actively using AI for 2+ years. We integrated OpenAI with SemiWiki more than a year ago. I use AI for personal and professional activities yet I still...
  6. Daniel Nenni

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

    Intel did a massive pivot under PG and another under Lip-Bu. This will be another Intel pivot but considered part of the Lip-Bu pivot, my opinion. This Terafab is yet another semiconductor disruption but I have complete trust in TSMC and how they will handle it. CC Wei and team are certainly...
  7. Daniel Nenni

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

    I agree but Elon Musk has a vision (rubber) and Intel has experience (road). I have little doubt that a Terafab will be made but it will be closer to the road than the rubber in his vision. Again, TSMC can make the chips if Elon wrote a big enough check to cover the fab costs through...
  8. Daniel Nenni

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

    Personally I think Lip-Bu and Elon Musk are a good combination as long as Lip-Bu is in a leadership role. Lip-Bu certainly has China creds which Elon should respect. Lip-Bu now knows what Intel can and cannot do so this is great timing. How much do you think SpaceX will invest in Intel? More or...
  9. Daniel Nenni

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

    April 7 (Reuters) - #Intel said on Tuesday it will partner with Elon Musk's Terafab AI chip complex project alongside #SpaceX and Tesla to ‌help produce processors powering the tech billionaire's robotics and data center ambitions. Intel's ‌shares jumped nearly 3% after the news, with the...
  10. Daniel Nenni

    The Ridiculously Nerdy Intel Bet That Could Rake in Billions

    Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was established in the 1980s, part of it built on top of a sod farm. In 2007, as Intel’s business faltered, operations in one of the key fabs, Fab 9, came to a halt...
  11. Daniel Nenni

    Samsung and SK are expanding fast, but why is memory still in short supply?

    That is one thing CC Wei brought to the table with TSMC, manufacturing discipline. Every since CC Wei took over from Mark Liu (6/2024) TSMC's standard comment on investor calls is "capacity will be tight". The extreme opposite of the IDM methodology "build it and they will come". A manufacturing...
  12. Daniel Nenni

    Trump administration proposes expanding Chinese tech gear crackdown

    WASHINGTON, April 3 (Reuters) - The Federal Communications Commission said Friday it is considering banning the import of Chinese equipment from a group of manufacturers after previously barring approvals of new models in 2022. The FCC in 2021 added telecommunications and video surveillance...
  13. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    True....... I see Ian and Dylan at the same conferences. In fact, Ian will be at the TSMC conference: https://www.tsmc.com/static/english/campaign/Symposium2026/index.htm And Dylan will be at the Design Automation Conference: https://dac.com/2026
  14. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    https://www.linkedin.com/feed/update/urn:li:activity:7446145884695740416/?originTrackingId=uPDO8QSUKxZn%2BcrJab1Zkw%3D%3D
  15. Daniel Nenni

    Global Semiconductor Sales Increase Substantially in February

    Amazing! It truly is an honor to be a semiconductor professional.
  16. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    I was wondering which side leaked it to Ian? My guess would be plaintiff as they have the most to lose here?
  17. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    There will be no winners here. I seriously doubt Dylan will let it go to the deposition phase. You just never know what other shortcuts will come up during discovery. **SemiAnalysis is currently involved in a legal dispute mainly with a former employee, and the situation includes both sides...
  18. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

  19. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    I don't think "taking shortcuts" adequately covers what is being done here. Here is an example that I completely made up for the purposes of discussion: If data from a TXXX N3 PDK, which we all know is protected by NDAs and other legal documents, is used in a report that is then sold for...
  20. Daniel Nenni

    Dylan Patel's SemiAnalysis Is Being Sued

    Can someone explain the $50M revenue part? SemiAnalysis sells $50M worth of reports per year?
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