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To support local manufacturing:
HSINCHU, Taiwan, R.O.C. Mar. 4, 2025 – TSMC (TWSE: 2330, NYSE: TSM) today announced its intention to expand its investment in advanced semiconductor manufacturing in the United States by an additional $100 billion. Building on the company’s ongoing $65 billion...
Investing.com-- TSMC, Intel and several other major chipmakers have slowed the pace of their expansions in Japan and Malaysia due to soft demand for older chips and concerns over U.S. tariffs, Nikkei Asia reported on Friday.
TSMC, the world’s biggest contract chipmaker, is slowing its expansion...
Pat G is not wrong about the importance of localized R&D. He is wrong about TSMC however. TSMC already announced establishing an R&D presence in Arizona. Pat must have missed that memo. Replicating R&D in the US, however, should come after the fabs have been built, not before, so TSMC is right...
Just ask ChatGPT:
OpenAI's income statement reflects a company experiencing rapid revenue growth alongside substantial investments leading to significant losses. In 2024, OpenAI generated approximately $3.7 billion in revenue. Axios
Projections for 2025 indicate a more than threefold increase...
Sam Altman is certainly a dreamer. According to Bill Gates "Within 10 years, AI will replace many doctors and teachers — humans won’t be needed for most things". I tend to agree and feel that 100% of the workforce can be enhanced by AI which will cause a workforce reduction and job shift like no...
According to Wccftech, industry sources suggest that SMIC is on track to finalize its 5nm chip development by 2025. However, the report highlights that the cost of SMIC’s 5nm wafers could be as much as 50% higher than those produced by TSMC. This price gap is largely due to SMIC’s lack of access...
Key Points
- Taiwan investigators on Friday alleged that Semiconductor Manufacturing International Co. (SMIC) — China’s biggest semiconductor manufacturing firm — illegally recruited high-technology talent.
- Taiwan’s Ministry of Justice Investigation Bureau said that SMIC had used a...
After thinking about this for a bit I wonder if Lip-Bu is playing his cards close to his chest here. Or maybe he is speaking directly to investors. Intel is a leader, not a follower. Following TSMC and Nvidia is an overwhelming challenge, and now Intel will be following in rack-scale systems...
As of March 27, 2025, NVIDIA Corporation's Board of Directors comprises the following members:
Jensen Huang: Co-founder, President, and Chief Executive Officer of NVIDIA.
NVIDIA Investor Relations
Rob Burgess: Former Chief Executive Officer of Macromedia Inc.
NVIDIA Investor Relations
Tench...
Customer18A tape-outs mid 2025 is a good thing. Amazon and Microsoft I would bet. They are also Cadence customers of course so Lip-Bu knows them. They may also be pushing the rack-scale systems development?
You also need to factor in all of the money TSMC received for the AZ build. They got $39B from the CHIPs Act plus local AZ money and incentives. TSMC CEO CC Wie is a skilled negotiator! One of the best I have seen in the semiconductor ecosystem!
Just out of curiosity:
James (Jim) J. Goetz, was born in 1965 or 1966, making him approximately 59 years old as of March 2025.
Steve Sanghi was born on July 20, 1955, which makes him 69 years old as of today.
Dr. Andrea J. Goldsmith was born in 1964, making her 60 years old as of March 27...
Frank is Independent chair, not even sure what his job really is?
ChatGPT:
An independent chair of a board of directors is a leader who oversees the board's activities while maintaining independence from the company's management. Unlike an executive chair (who might be involved in daily...
Another good sign from Lip-Bu. Who else needs to go?
As of March 27, 2025, Intel Corporation's board of directors comprises the following members:
Lip-Bu Tan: Appointed as Intel's Chief Executive Officer and board member in March 2025.
Press Release Hub
James (Jim) J. Goetz: Partner at...
FILE PHOTO: Sign shown at headquarters for Intel Corp in Santa Clara · Reuters
(Reuters) - Three Intel board members will not stand for reelection at its 2025 annual meeting, the chipmaker said in a regulatory filing on Thursday, amid a historic transition under newly appointed CEO Lip-Bu Tan...
Reuters FILE PHOTO: Worker miniatures are placed among the flag of China and printed circuit boards with semiconductor chips, in this illustration picture taken July 5, 2023. REUTERS/Florence Lo/Illustration/File Photo
AMSTERDAM (Reuters) - China will continue to invest more in new computer...
You cannot determine how your design will perform using conference papers, PowerPoint slides, or press releases. That is what the PDK is for. The people I know that have evaluated the PDKs have said that Intel 18A is comparable to TSMC N2 in PPA. They have also said that the TSMC N2 PDK is much...
Gloo raised more than $100M so it is definitely for profit.
Gloo serves over 70,000 churches and more than 1,000 resource partners. The recent funding aligns with plans to expand the Discover marketplace on Gloo, offering the faith community a comprehensive range of products and services...
