TSMC Foundry 2.0 and Intel IDM 2.0

TSMC Foundry 2.0 and Intel IDM 2.0
by Daniel Nenni on 07-22-2024 at 10:00 am

TSMC 2Q2024 Investor Call

When Intel entered the foundry business with IDM 2.0 I was impressed. Yes, Intel had tried the foundry business before but this time they changed the face of the company with IDM 2.0 and went “all-in” so to speak. The progress has been impressive and today I think Intel is well positioned to capture the NOT TSMC business by providing… Read More


Three Things You Have Wrong About Intel!

Three Things You Have Wrong About Intel!
by Daniel Nenni on 10-09-2020 at 10:00 am

Three Things You Have Wrong About Intel

First let me tell you that I have nothing but respect for Intel. I grew up with them in Silicon Valley and have experienced firsthand their brilliance and the many contributions they have made to the semiconductor industry. In fact, I can easily say the semiconductor ecosystem would not be what it is today without Intel.

But no company… Read More


Tesla: The Day the Industry Stood Still

Tesla: The Day the Industry Stood Still
by Roger C. Lanctot on 05-05-2019 at 7:00 am

Tesla Motors held an investor event at its Palo Alto headquarters. CEO Elon Musk and a series of Tesla executives announced a new in-house developed microprocessor (already in production and being deployed in Tesla vehicles) and its plans and progress toward autonomous vehicle operation.

Tesla Autonomy Day Live Stream

To be … Read More


Nvidia: What the Doctor Ordered

Nvidia: What the Doctor Ordered
by Roger C. Lanctot on 04-01-2018 at 7:00 am

Nvidia has an affinity for taking on computational challenges. Whether it be diagnostic tools derived from medical imaging, mapping the earth’s core or defining the structure of HIV, Nvidia is there with GPU computational resources to amp up the teraflops and shrink the computing time. In fact, according to Nvidia’s most recent… Read More