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Search results

  1. Daniel Nenni

    Global ‘Foundry 2.0’ Market Climb to a Record $320 Billion in Revenues in 2025, driven by AI boom

    The NOT TSMC market has never been stronger and we can thank TSMC for that. Design starts have never been easier thanks to the TSMC ecosystem that has spawned many other foundry ecosystems. Let's give credit where credit is due here, the foundry business is all about the ecosystem and TSMC OIP...
  2. Daniel Nenni

    Taiwan Urgent Water Situation Alert! Chief Water Resources Officer

    English: The situation in Taiwan is truly critical. Imagine: in some regions, rainfall has reached only 7% of normal levels — a drop in the ocean for industrial giants like Hsinchu. Cho Yung-tai is right to sound the alarm: when reservoirs like Bao’er dry up, it’s not only rice field irrigation...
  3. Daniel Nenni

    Rapidus Accelerates 1nm Push, Reportedly Targets Six-Month Gap with TSMC

    Generally you see Rapidus talking to investors and customers, two very different audiences. The 1nm talk is all about investors. Keep shoveling me money Investors so we can get to 1nm. Of course Rapidus has to mention TSMC because that is the gold standard, that is what investors understand. We...
  4. Daniel Nenni

    TSMC's 2-Nanometer Sold Out; Samsung Foundry Gains

    When I want accurate TSMC utilization numbers I go to the Korean media, absolutely. :ROFLMAO: :ROFLMAO::ROFLMAO::ROFLMAO: The TSMC Tech Symposium is next month. I predict we will hear: Capacity is tight... like we have heard many times before because that is a powerful position to negotiate...
  5. Daniel Nenni

    TSMC's 2-Nanometer Sold Out; Samsung Foundry Gains

    Samsung secures Tesla, NVIDIA orders as TSMC faces AI-driven demand surge with 72% market dominance TSMC, the world’s largest foundry (semiconductor contract manufacturer), has seen a surge in orders from big tech companies, with its cutting-edge process capacity for 2028 effectively sold...
  6. Daniel Nenni

    Taiwan Urgent Water Situation Alert! Chief Water Resources Officer

    Premier Cho Jung-tai stated during the Executive Yuan meeting that rainfall in western Taiwan so far last winter has hit a 75-year low, with rainfall in the reservoir catchment areas south of Hsinchu ranging from 7% to 37% of the historical average for the same period. (Provided by the Executive...
  7. Daniel Nenni

    SoftBank secures $40 billion loan to boost OpenAI investments

    Why SoftBank’s new $40B loan points to a 2026 OpenAI IPO SoftBank has taken on a new $40 billion loan to help it cover its $30 billion commitment to invest in OpenAI as part of the AI model maker’s record-breaking $110 billion raise last month, the Japanese conglomerate said on Friday. Most...
  8. Daniel Nenni

    AI Boom Accelerates China's Chip Industry Growth as Demand Strains Supply Chain

    Visitors look at a display of semiconductor devices at the SuperSiC booth during SEMICON China, a trade fair for semiconductor technology, in Shanghai, China, March 25, 2026. REUTERS/Go Nakamura By Eduardo Baptista March 25 (Reuters) - China's chip industry is showing strong ⁠growth ⁠momentum...
  9. Daniel Nenni

    Trendforce: Samsung Reportedly to Build a New Wafer Fab in the U.S.

    True.... I feel another cease and desist coming my way.......... :LOL:
  10. Daniel Nenni

    GlobalFoundries Files Patent Infringement Lawsuits Against Tower Semiconductor to Protect High-Performance American Chip Innovation

    Multiple U.S. patent lawsuits filed to halt unlawful importation and sale of semiconductors infringing GF’s patented technologies March 26, 2026 10:05 ET | Source: GlobalFoundries Inc. MALTA, N.Y., March 26, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF), a leading American...
  11. Daniel Nenni

    Trendforce: Samsung Reportedly to Build a New Wafer Fab in the U.S.

    Samsung will need to build two fabs since they will only yield 50% each.
  12. Daniel Nenni

    Terafab 21 March 2026

    It still looks like a head fake to get a better wafer agreement, better than his AI competitors. He can pre pay TSMC to build fabs, like Apple did, and get a special process that others cannot use which would have a 99.99% success rate.
  13. Daniel Nenni

    OpenAI shutters AI video generator Sora in abrupt announcement

    The legal actions are piling up so blame the evil doers and the legal profession and click media for blowing it out of proportion.
  14. Daniel Nenni

    Imec names NVIDIA’s Jensen Huang as recipient of the 2026 imec Lifetime of Innovation Award

    Honoring Huang’s groundbreaking work in advancing high-performance computing and artificial intelligence LEUVEN (Belgium), MARCH 23, 2026— Imec, a world-leading research and innovation hub in advanced semiconductor technologies, proudly announces Jensen Huang, founder and CEO of NVIDIA, as the...
  15. Daniel Nenni

    "Anastasi In Tech" on Intel Fab 52 and 18A

    Without her face and voice would the channel be so popular? Be honest....... I'm a fan for sure but her content is going down and her marketing is going up. Not a great recipe for trust and without trust what do channels like this have? Constructive criticism Anastasi. I am still a follower.
  16. Daniel Nenni

    Microsoft-backed startup Lace raises $40m series A

    Lace, a Norway-headquartered chipmaking equipment startup backed by Microsoft, has raised $40 million in a series A round to develop lithography tools that use a helium atom beam instead of light. The round was led by Atomico and included Microsoft’s venture arm, M12, Linse Capital, the Spanish...
  17. Daniel Nenni

    SK Hynix to buy $8 billion in ASML chipmaking tools in largest disclosed order

    SEOUL, March 24 (Reuters) - Chipmaker SK Hynix (000660.KS) said on Tuesday it will purchase 11.95 trillion won ($7.97 billion) worth of ‌ASML's (ASML) EUV lithography tools, used to create chip circuitry, in ‌the largest single order publicly disclosed by an ASML customer. In a regulatory...
  18. Daniel Nenni

    Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze

    Please note that this article cites information from Reuters and The Motley Fool. While NVIDIA—reportedly TSMC’s largest customer—has repeatedly signaled it is pushing for additional wafer allocation amid tight supply, it is far from alone in feeling the strain. According to Reuters, citing...
  19. Daniel Nenni

    Terafab 21 March 2026

    As some of you know I grew up an Intel fan early on in my Semiconductor life. My first PC was an IBM PC XT and my fandom grew from there. I actually got to meet Andy Grove when he was CEO of Intel at a semiconductor conference. I had seen Gordon Moore speak a couple of times in 1984/5 but he did...
  20. Daniel Nenni

    IFS Direct Connect from Public to a closed Event?

    There is no event. Intel Foundry has targeted accounts, they do not need to open the flood gates. Maybe next year.
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