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I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Dec 1, 2025
L
I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Dec 1, 2025
S
Absolutely.
Will be at IEDM too. Perhaps chat more in person
Dec 1, 2025
S
Ian is a great guy by the way. We chat at conferences etc... I will see him at IEDM next week. Very personable and extremely...
Dec 1, 2025
Ian is a great guy by the way. We chat at conferences etc... I will see him at IEDM next week. Very personable and extremely...
Dec 1, 2025
A good summary from Ian https://open.substack.com/pub/morethanmoore/p/synopsys-and-nvidia-double-down-on
It seems NV's main focus is...
Dec 1, 2025
S
A good summary from Ian https://open.substack.com/pub/morethanmoore/p/synopsys-and-nvidia-double-down-on
It seems NV's main focus is...
Dec 1, 2025
Intel’s state-of-the-art Fab 52 in Arizona. (Credit: Intel)
Intel has undergone a tremendous amount of change over the past year-plus...
Dec 1, 2025
S
They did not update their LinkedIn. My Taiwanese friends who jumped to Intel and were laid off told me Suk Lee and Micheal Chen were...
Dec 1, 2025
L
In light of these news, I got curious about the previous case where TSMCsued the executive who joined Samsung. Here is what I found...
Dec 1, 2025
X
If they are personal notes, could the boxes also contain notes he brought to TSM? They are not necessarily TSM's properties even...
Dec 1, 2025
B
The way a senior executive is supposed to defect to a competitor is in 3 steps:
1. “Retire”
2. Spend exactly 1 year at an unrelated...
Dec 1, 2025
This is quite a coup for Synopsys given how close Nvidia is with Cadence. I remember Jensen speaking at the Cadence event announcing a...
Dec 1, 2025
X
Multiple TV programs mentioned he was not happy with CC.
Btw, WJL's father was a high rank KMT military general...
Dec 1, 2025
I still do not know why a 75yo man with $50M+ in TSMC stock would go to work for Intel in the first place. It makes no sense. Revenge is...
Dec 1, 2025
Daniel Nenni reacted to blueone's post in the thread ANALYST INSIGHT: Why Intel’s Onshore Chip Production Is So Important for U.S. Industrial Policy with
Haha.
I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Like.
I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Wow.
They did not update their LinkedIn. My Taiwanese friends who jumped to Intel and were laid off told me Suk Lee and Micheal Chen were...