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K
Do note the small print for A16-SPR though -- the power/speed/area improvements are for "Datacenter AI products", or from the slide...
Yesterday at 10:46 AM
K
This topic probably requires its own thread, but I’ll take a quick stab. Note I’m still ‘jury out’ on this approach.
Air gapped...
Tuesday at 11:38 AM
K
What I have heard from software developer community, thanks to Apple M processor's UMA architecture, and with massive bandwidth and...
Tuesday at 11:38 AM
K
In 2012 Intel invested the largest amount of money ($4.1 billion) in ASML along with Samsung ($970 million ) and TSMC ($1.4 billion)...
Tuesday at 11:37 AM
K
Fun to see the gaggle of politicians who voted against the CHIPs act, especially ones from Idaho, TX, and NY, now scrambling to take...
Monday at 10:28 AM
K
How far ahead does capacity have to be secured versus how far ahead does fabless need to get wafers versus how long does it take to...
Monday at 7:49 AM
K
Fwiw Pat Gelsingers predecessor negotiated TSMC N3 wafer allocation, years ago. Pat became CEO Feb 2021.
Sunday at 7:28 AM
K
Sorry 1.8M P60s. But I was really only focused on the Mate 60s Pros that use the homegrown Kirin 9000, fabricated at SMIC South...
Saturday at 4:37 PM
K
The TechInsights report that SCMP is quoting from says only 1.8M Mate 60s last year (maybe that reflects running out of inventories of...
Saturday at 10:59 AM
K
Thanks Fred. - that would mean that the Kirin 9000 numbers were even more anemic, only 1/3 of projections. Based on the numbers it sure...
Saturday at 10:28 AM
K
The P60 is using the Snapdragon 8+ Gen 1 which uses a 4nm process from TSMC. Presumably the chip supply would not be the limiter of sales.
Saturday at 10:22 AM
K
Pretty good call @hist78 and @Jert. Saw this retrospective on Mate 60 / Mate 60 Pro volumes, in SCMP. Less than half of the hyped volume...
Apr 19, 2024
K
Intel seems to be positioning this to make it seem like having High NA EUV is going to catapult them to the front of tech leadership...
Apr 19, 2024
K
Hats off (again) to the engineers behind all of this tech. Imagine sending this back in time and showing to Gordon Moore in 1965, or...
Apr 19, 2024