Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In
by Dylan Patel on 09-15-2021 at 10:00 am

Apple A15 SoC

Apple has been long hailed for having the best CPU cores for consumer workloads for years. They have by far the highest performance per clock and efficiency driven by performance in the same class as AMD and Intel’s best current CPUs. This was driven by breakneck gains with architectural changes every year for a decade.

Now with the… Read More


Will The China Real Estate Meltdown End The Semiconductor Shortage?

Will The China Real Estate Meltdown End The Semiconductor Shortage?
by Dylan Patel on 09-14-2021 at 6:00 am

China Realestate 2021

Real estate has fledged recently in China under new restrictions. Various local governments have put in various measures to prevent real estate speculation. These measures include halting private equity investment, restrictions on property activities such as gifting, increasing interest rates, and holding local governmentsRead More


Tesla Dojo – Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware

Tesla Dojo – Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware
by Dylan Patel on 08-22-2021 at 6:00 am

training tile 2

Tesla hosted their AI Day and revealed the innerworkings of their software and hardware infrastructure. Part of this reveal was the previously teased Dojo AI training chip. Tesla claims their D1 Dojo chip has a GPU level compute, CPU level flexibility, with networking switch IO. A few weeks ago, we speculated on the packaging ofRead More


Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?

Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?
by Dylan Patel on 08-08-2021 at 10:00 am

NVidia GPU Packaging

We try to stay fact based with our analysis, but recently an image was posted of a Tesla chip that leads to an immense amount of speculation that we would like to dip out toes in. It was posted by Dennis Hong, a world-renowned researcher for robotics and autonomous driving. He is a professor and runs a large lab at UCLA. His tweet only … Read More


Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts

Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts
by Dylan Patel on 08-08-2021 at 6:00 am

Chinese Semiconductor Capital Equipment Overblown

China has been pumping money into the semiconductor industry like mad with subsidized loans, equity, subsidized construction costs, and tax advantages. These subsidies and investments have totaled about $200B since 2014 according to the CCP backed China Securities Journal. In addition, there are no import taxes or income … Read More


Achronix Goes Public | The Only Independent Leading Edge FPGA Silicon and IP Provider

Achronix Goes Public | The Only Independent Leading Edge FPGA Silicon and IP Provider
by Dylan Patel on 01-18-2021 at 10:00 am

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Achronix, a high end FPGA provider is going public via SPAC. They are the only independent company with offerings on leading edge process nodes. This places them in a unique position with which they can capitalize by offering differentiated products and services. They have geared their FPGA’s towards becoming DPUs at the heart… Read More


Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry

Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry
by Dylan Patel on 12-20-2020 at 10:00 am

Apple A14 Die Analysis

SemiAnalysis and SkyJuice have teamed up in order to analyze the A14 die shot from ICmasters. Our previous analysis of the A14, delved into why Apple and TSMC have deviated from previous generations when comparing theoretical logic transistor density to a real world utilized transistor density.

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Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims

Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims
by Dylan Patel on 12-11-2020 at 6:00 am

Apple 14 TSMC 5nm Transister Packing 1

Our friends over at ICmasters have delved into the package of the Apple A14 Bionic. The die size has been unmasked, and it stands in at 88mm2. Despite cramming in 11.8 billion transistors, the die size is incredibly small thanks to utilization of TSMC’s 5nm process node.

The march of progress is not all rosy. Apple’s chips have historically… Read More