AI and the Domain Specific Architecture

AI and the Domain Specific Architecture
by Daniel Nenni on 10-03-2018 at 7:00 am

Image RemovedLast month I attended the 2018 U.S. Executive Forum where Wally Rhines was one of the keynotes. I was also lucky enough to have lunch with Wally afterwards and talk about his presentation in more detail and he sent me his slides which are attached to the end of this blog.

The nice thing about Wally’s presentations is that… Read More


UMC and GF or Samsung and GF?

UMC and GF or Samsung and GF?
by Daniel Nenni on 09-17-2018 at 7:00 am

Image RemovedOne of the interesting rumors in Taiwan last week was the possibility that UMC and GF will do a deal to merge or UMC will buy some GF fabs. I have talked to quite a few industry experts about it and will talk to more this week at the GSA US Executive Forum (more at the end). The US Executive Forum is what they call a C Level event… Read More


A Golden Age for Semiconductor Growth at ISS 2018

A Golden Age for Semiconductor Growth at ISS 2018
by Daniel Nenni on 01-16-2018 at 4:00 pm

Image RemovedThe SEMI Industry Strategy Symposium (ISS 2018) started today with session one on economic trends. Daniel Niles (Alpha One Capital Partners) started it off with “A Golden Age for Global Growth – Semiconductor revenues up over 20% y/y (The Good News is Also the Bad News)”. The good news of course is that semiconductors… Read More