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163% Production Surge and Major Clients Help Samsung Challenge TSMC in Advanced Semiconductor Race
Samsung Electronics' foundry (semiconductor contract manufacturing), which had fallen significantly behind Taiwan's TSMC, has secured technological competitiveness and began to catch up...
SML has just opened a new technical academy in Phoenix, Arizona, to train over 1000 engineers on its complex semiconductor machines.
ASML has launched its first US training facility in Phoenix, Arizona, to train over 1,000 engineers annually on advanced High-NA EUV lithography machines. This...
At the U.S.-Saudi Investment Forum in Washington, D.C., Nvidia CEO Jensen Huang, appearing alongside Elon Musk, firmly dismissed growing concerns of an AI investment bubble. Speaking on Wednesday, Huang argued that today’s explosive spending reflects a profound, irreversible transformation in...
According to a friend at Huawei they have an SMIC based 5nm processor in production. It is a Kirin X90. They also have a 5nm SoC in process. I will be at IEDM next month, maybe we will hear more about it then. Scotten Jones will be there as well. There are no SMIC papers but the hallway talk...
I did benchmarks for a three letter computer company as an intern back in the day. They were highly manipulated so I have never trusted them since. I prefer the term "mileage may very..." because it certainly does.
SemiAnalysis did in fact delete his comment so Jon Stevens was right about that.
You probably have to pay SemiAnalysis for that information. This is way out of my lane but I do question the business practice. IBM clearly said SemiAnalysis was not allowed to run their benchmarks on the IBM servers and SemiAnalysis did it anyway. This could have legal repercussions so I am a...
Yesterday, John Pitzer, Corporate Vice President of Investor Relations at Intel Corporation, participated in the RBC Capital Markets Global Technology, Internet, Media & Telecommunications (TIMT) Conference. His appearance underscored Intel’s commitment to transparent communication with the...
Interesting perspective on SemiAnalysis tactics from one of my LinkedIn connections.
I am sure you will delete this, so I will screenshot it and post it after you do. It shows you don’t understand how keyword advertising works. They don’t buy ads. They bid on keywords and the whole process is...
Lip-Bu Tan has spent his career reinventing giants. An accomplished executive with more than 20 years of leadership experience, he has been recognized with the 2022 Robert N. Noyce Award, the Semiconductor Industry Association’s highest honor, and was named one of Forbes’ Top 50 Venture...
One correction:
"Notably, Liberty Times reports that TSMC accused Liang of leaking trade secrets after helping Samsung jump to 14nm and win Apple processor orders. The legal battle lasted nearly four years, ending with Taiwan’s Supreme Court ruling in TSMC’s favor—barring Liang from working at...
- AI stock valuations raise bubble concerns amid sharp pullbacks
- Buffett Indicator signals overvaluation, surpassing dot-com bubble levels
- Nasdaq's AI rally mirrors early dot-com bubble stages, lacks runaway optimism
NEW YORK, Nov 21 (Reuters) - The biggest bout of volatility in U.S. stocks...
Investors are growing increasingly uneasy as U.S. tech giants ramp up debt issuance to fund their surging AI bets. Since September, four major “hyperscalers”—Alphabet, Meta, Oracle and Amazon—have collectively issued nearly $90 billion in bonds, a steep jump from their historical pace.
This...
"CEO Lip-Bu Tan finally stepped out to steady the narrative. After a string of Taiwanese media reports suggested that former TSMC heavyweight Lo Wen-jen carried proprietary know-how with him when he moved to Intel, Tan told Bloomberg the claims are rumor and speculation, stressing that Intel...
This is just hard to believe. Lip-Bu and CC Wei know each other. TSMC is a critical supplier/partner to Intel. If Wei Jen Lo told TSMC he was retiring knowing full well that he would join Intel that is fraud. If he took 20 boxes of documents from TSMC while knowingly joining Intel that is IP...
I forgot about that. $20M in revenue (2026) with break even in 2030 and a $1T valuation? Sounds a bit DotCom ish to me. Especially with all of the competition coming up from Google, AIx, DeepSeek etc... These datacenters should be AI agnostic so swapping software from one AI platform to another...
If OpenAI revenue is $13B in 2025 and is not expected to break even until 2030, how are they going to afford all of this announced hardware? Are they all "circular" deals?
Buried in the NVDA 10-Q:
"There is no assurance that we will enter into definitive agreements with respect to the OpenAI opportunity."
So the $100 billion OpenAI deal announced 8 weeks ago with White House photos may not happen? I wonder how many other multi billion dollar AI deals may not...
This is very true and CC Wei is not one you would want to do battle with. CC is very smart on so many levels and I am sure he knows Wei-Jen Lo personally. I really do think this is media click-bait, I certainly hope so.
