- We will be putting products on TSMC you know, forever, really. TSMC is a great partner for us. Obviously everyone understands that their support and technology are great.
- 18A is actually a good node for us. We want to milk that node We won’t get peak volume on 18A until the 2030 timeframe.
- Kevork Kechichian joined Intel as head of the Data Center Group. He will lead Intel’s data center business across cloud and enterprise, including the Intel Xeon processor family
- Last week, Synopsys reported Q325 results and guidance both well below expectations causing the share price to collapse over 34% in the immediate aftermath.
- The company revised down full year revenue targets, noting that “challenges at a major foundry customer are also having a sizeable impact on the year”
- That “major foundry customer” is likely Intel. Who’s next in line to face similar revenue impact from Intel’s challenges?
- Starlink’s Direct-to-Phone Semiconductor Integration Push Signals a Major Shift Coming for Telecom
- Direct-To-Satellite Connectivity Could Become Critical for a Market-Competitive Smartphone SoC Design
- Leadership in Satellite Connectivity Will Soon Mean Leadership in Smartphone SoCs
- NVIDIA will invest $5 billion in Intel’s common stock at a purchase price of $23.28 per share
- Intel will supply custom x86 server CPUs to NVIDIA, who in turn will sell RTX graphics cores to Intel to combine into an new type SOC for the PC market
- Under sustained questioning during the Q&A, Jensen did a remarkable marketing pitch for TSMC, drowning any hopes of a looming Intel Foundry deal for the foreseeable future
- Last week at SEMICON, TSMC unveiled COUPE, moving silicon photonics from lab demos into industrial-scale advanced packaging.
- Himax, ASE, Zhen Ding, GlobalWafers, ACON, and Accton form Taiwan’s listed ecosystem for silicon photonics adoption.
- As NVIDIA Corp (NVDA US)-driven AI clusters proliferate, the power and cost of moving data between chips have become as constraining as compute itself.
- Starlink Engaged with Chipmakers to Bring Satellite Connectivity Direct to Smartphones — Mediatek Well Placed to Benefit
- Intel CFO @ Citi’s 2025 Global TMT Conference: “We Will Use TSMC Forever”
- TSMC’s COUPE Signals Silicon Photonics Go-Time — Early Winners in Taiwan’s Listed Supply Chain
- NVIDIA Corp (NVDA US) surprised the market with its announcement of a $5 billion investment in Intel Corp (INTC US).
- The market seems to read this as the beginning of a deeper Intel–NVIDIA partnership in AI chips.
- We also note that Japan’s push to establish its own foundry industry through Rapidus deserves continued attention, as it could reshape the competitive map in the years ahead.
- The Industry Is Moving From Cyclical Volatility Into a Sticky Pricing Era.
- Why Memory Pricing is Becoming Sticky. — HBM Memory is Hard to Swap Out Once Designed Into a GPU Product.
- Investment View: Entering Memory’s Sticky Pricing Era — Structurally Long Micron & SK Hynix; Underperform for Nanya Tech.
- Microsoft CEO Satya Nadella announced his intention to spend $30 billion on AI infrastructure in the UK. NVIDIA, Coreweave, Alphabet and OpenAI are also ponying up further billions
- Jensen Huang declared the UK and AI powerhouse, third in line globally behind the US and China
- Is it really UK sovereign AI when it’s mostly paid for and made in the USA?
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