You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today!
Daniel is joined by Ed Nelson, Strategy Director and Co-Founder of AI Infra Summit. He co-leads the production team and specializes in product strategy and management, keynote speaker acquisition and VIP network development. Ed started the summit in 2018 and has spent nearly ten years as part of the team building AI Infra Summit… Read More
Intel and TSMC are pursuing the same objective—manufacturing smaller, faster, and more energy-efficient semiconductors—but they have adopted different strategies for advanced lithography. Intel moved early to develop High-Numerical-Aperture Extreme Ultraviolet lithography, commonly called High-NA EUV, while TSMC… Read More
One of the most difficult things to do in life is ask for help. This is inherently a big problem in the semiconductor industry dating back to the IDM days where silos of secrecy were established. As a result Intel has struggled with yield since the 14nm FinFET process nodes.
On the outside PDF Solutions is a publicly traded semiconductor… Read More
Suresh Vasudevan is CEO of Clockwork.io, pioneering Software-Driven AI Fabrics™ that recover the 60-80% of cluster capacity that today goes completely unutilized. Previously, he led Nimble Storage to IPO and HPE acquisition, and served as CEO of Sysdig. Prior to that, he was at NetApp and McKinsey & Co.
His focus: making … Read More
Intel CEO Lip-Bu Tan’s statement that “re-spins get you fired” reflects the enormous pressure facing semiconductor companies as chip complexity, manufacturing costs, and competitive demands continue to rise. In the semiconductor industry, a “re-spin” occurs when a chip design must be revised and manufactured again because… Read More
To me this is going to be one of the bigger Chicken Little moments in the history of semiconductors. Mostly because we are now a click driven society and the media is plagued by so called influencers that live and die by clicks. In my 40+ years as a semiconductor professional I have witnessed many of these Chicken Little moments with … Read More
The Pan Am–Boeing playbook and what Musk’s Terafab order could mean for Intel Foundry
“We either build the Terafab or we don’t have the chips.” That’s Elon Musk, speaking to Reuters, stating a supply constraint as plainly as anyone has stated one. TSMC is sold out. Samsung is committed. The existing supply chain can’t expand fast… Read More
Everyone has been treating Intel as a turnaround story. What if it’s not a scheduled airline — but a charter, and Musk is the one filing the flight plan? Not just Tesla. Companies like Microsoft, Google, Meta, and Oracle are all designing their own silicon now, and their AI infrastructure depends on it. And yet they remain dependent… 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
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
