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Search results

  1. Daniel Nenni

    Shaping Tomorrow's Innovators: TSMC Semiconductor Talent Incubation Program

    The Semiconductor Talent Incubation Program, a trilateral cooperation between TSMC, the Free State of Saxony and Dresden University of Technology (TUD), is an exchange program specifically designed to train STEM students for careers in the semiconductor industry. Up to 100 top-performing...
  2. Daniel Nenni

    A Review of the Semiconductor Foundry Market (Q3-24).

    Signs of Life Outside Artificial Intelligence? Claus Aasholm Nov 22, 2024 The pieces move at different speeds on the semiconductor manufacturing chessboard. While the AI revolution continues benefiting a few manufacturers, the rest are stuck in the industrial and automotive mud, now costing CEO...
  3. Daniel Nenni

    Intel 18A "too good" but design lags

    In regards to BSPD, TSMC has the advantage/disadvantage of being customer driven. You can bet that the first implementation will be low risk then additional capabilities will come with the follow-on processes. TSMC's inner circle (Apple, QCOM, AMD, NVDA) will certainly have their say in it...
  4. Daniel Nenni

    Workers demand more transparency after Intel awarded nearly $8B to “supercharge” US semiconductor innovation

    On Tuesday, the Biden-Harris administration finalized a CHIPS award of up to $7.865 billion to help fund the expansion of Intel's commercial fabs in the US. By the end of the decade, these fabs are intended to decrease reliance on foreign adversaries and fill substantial gaps in America's...
  5. Daniel Nenni

    Intel 18A "too good" but design lags

    I should add that customers run tests and simulations using the PDKs on their own designs so the PPA is unique and may not support the marketing slides that the companies put out. In fact, "may not" means will not, not even close, completely different universe, etc..... ;)
  6. Daniel Nenni

    Samsung Electronics changes chip chiefs after Chairman Lee confronts 'crisis'

    - Samsung reshuffles leadership amid AI chip market competition - Shares fall amid market concern over competitiveness - Chairman Jay Y. Lee acknowledges unprecedented challenges SEOUL, Nov 27 (Reuters) - Samsung Electronics sought to inject impetus into its memory and foundry chip units by...
  7. Daniel Nenni

    SK Hynix Leads in HBM4 Progress, Expected to Begin Mass Production in 2H25

    Partnering with TSMC is critical inside the semiconductor ecosystem. For any other foundry to effectively compete they need a similar status amongst the ecosystem partners, absolutely.
  8. Daniel Nenni

    SK Hynix Leads in HBM4 Progress, Expected to Begin Mass Production in 2H25

    The Most Expensive Essential in AI Chips: HBM The supply situation for the next-generation HBM4 will primarily hinge on the uncertainty surrounding Samsung's development progress. Notably, SK Hynix has publicly announced that HBM4 will continue to utilize the MR-MUF stacking method. The most...
  9. Daniel Nenni

    TSMC to push US to No. 2 in IC production in 2027

    The US had more fabs than any other country last I checked but China is catching up quick. Taiwan has the most volume of course at the leading edge (FinFET). The US fabs are old but with Samsung, TSMC and Intel the US is catching up. One or two more CHIPs ACTs and the US might be back in the...
  10. Daniel Nenni

    Biden-Harris Administration Announces CHIPS Incentives Award with Intel to Advance U.S. Leading-Edge Chip Capacity and Create Tens of Thousands of Job

    It is better than nothing but a drop in the bucket really and how many hoops does Intel have to jump through?
  11. Daniel Nenni

    TSMC to push US to No. 2 in IC production in 2027

    TECH BOOST: New TSMC wafer fabs in Arizona are to dramatically improve US advanced chip production, a report by market research firm TrendForce said With Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) pouring large funds into Arizona, the US is expected to see an improvement in its status to...
  12. Daniel Nenni

    Intel 18A "too good" but design lags

    Not maturity, performance and area.
  13. Daniel Nenni

    Chinese firms react to TSMC chip supplies halt and escalating US tension

    Agreed. Quite the opposite I would say. Do smartphones really need the latest and greatest processor technology right out of the gate? If you have bloated software maybe. Do you really need a terabyte of storage on your phone when you have the cloud above you?
  14. Daniel Nenni

    Chinese firms react to TSMC chip supplies halt and escalating US tension

    Credit: AFP TSMC has halted providing advanced AI chips at 7 nanometers and below to Chinese customers, highlighting mounting challenges for China's semiconductor industry. The suspension follows the discovery of TSMC-produced chips in Huawei devices and comes as the incoming Trump...
  15. Daniel Nenni

    Intel 18A "too good" but design lags

    I do not believe intel will dominate the foundry business anytime soon, if at all. The semiconductor industry needs a second source for leading edge processes and the US needs manufacturing here in the US. As long as Intel Foundry has a competitive offering they are in business. The second...
  16. Daniel Nenni

    Intel 18A "too good" but design lags

    Everything I have heard recently about Intel 18A is very good and the ecosystem is ready. Customers are engaged and the NOT TSMC market is anxiously awaiting silicon. Intel will be presenting/attending at IEDM next month. We will write more about it then.
  17. Daniel Nenni

    Samsung is in Crisis (Video)

    Good analogy. I spent the last three years refitting a 36 year old yacht and it is finally ready for trips to Canada and Mexico. Sailing the California Coast is very different than sailing around the world which this boat and I could have done 30 years ago. Intel and Samsung can do the same...
  18. Daniel Nenni

    US Plans to reduce 8.5Billion Chip Grant for Intel

    https://semiwiki.com/forum/index.php?threads/biden-harris-administration-announces-chips-incentives-award-with-intel-to-advance-u-s-leading-edge-chip-capacity-and-create-tens-of-thousands-of-job.21569/
  19. Daniel Nenni

    sureCore now licensing its CryoMem range of IP for Quantum Computing

    Sheffield, UK - 26 November, 2024. sureCore, the memory specialist, has announced that it is now licensing its CryoMem™ suite of Memory IP that is designed for use at the extremely low temperatures required for Quantum Computing (QC) applications. This is as a result of an Innovate UK-funded...
  20. Daniel Nenni

    Samsung is in Crisis (Video)

    Samsung and Intel are two of the last standing titans of the semiconductor industry. I would put Texas Instruments up there as well. I would hate to see them leave. It would be a task to list all of the innovations that came out of these companies and they are still coming. Take a look at the...
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