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At the TERAFAB launch event in Austin on March 21, Elon Musk made a prediction that would have sounded like science fiction a decade ago—and may still: roughly 80 percent of AI compute will eventually move off-planet.
The argument is straightforward once you accept his premises. Earth-based data centers face three hard constraints—land,… Read More
As semiconductor technology advances into increasingly complex and expensive process nodes, the economic and technical risks associated with ASIC design have grown dramatically. At advanced nodes such as Intel 18A, the cost of a single design error can escalate into tens of millions of dollars, compounded by months of delay.… Read More
Intel has posted three consecutive years of falling revenue and an $18.76 billion loss in 2024 alone—and the U.S. government has handed it tens of billions of dollars to fix the problem. The government money isn’t fixing the real issue, which isn’t technical. It’s cultural. Intel got slow, political, and risk-averse—the… Read More
One of my favorite times of the year is coming (sailing season) and my favorite event of the year is coming as the company I most respect will host the best international semiconductor networking event starting here in Silicon Valley.
The 32nd annual TSMC Technology Symposium represents one of the most influential events in the … Read More
The majority of my 40+ year career has been spent managing the relationship between leading-edge semiconductor design and manufacture, working with just about every commercial foundry and top customer in one way or another. It’s my thing—it fascinates me. I’m also a fan of disruption, and the latest disruptions the semiconductor… Read More
How do you get a shortage while not growing???
Intel Announced earnings in January. Then David Zinsner presented updates on business this week. David is open when talking and always shares 2-3 things he probably should not share. Often he shares things some of us know, but we cannot present because it is not public. Then he makes it… Read More
Mid-infrared (MIR) photonic integrated circuits are emerging as a key technology for applications ranging from environmental monitoring and medical diagnostics to defense and industrial process control. The MIR spectral region, often referred to as the molecular “fingerprint” region, exhibits strong absorption features… Read More
Semiconductor manufacturing is among the most complex industrial activities in existence. As device geometries shrink and systems become more interconnected, software has become as critical as process technology itself. Modern fabs depend on extensive automation, real-time analytics, and deep integration between tools,… Read More
1) Intel is constrained on manufacturing. Not by TSMC. But by IFS and mainly by Intel 7, a node from 2021. Normally constraints are good, it means you are running efficiently with lots of … Read More
The semiconductor industry is in the midst of a structural supply challenge that’s tightly coupled to exploding demand for advanced chips, especially those used in AI, HPC, and next-generation mobile and consumer devices. At the center of this vortex is the 2nm class of manufacturing technology, representing one of the most … Read More
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From the Selfie to Samantha: The Next Trillion-Dollar Behavior