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Recent content by lilo777

  1. L

    Apple is working on AI models that can run on-device rather than on the cloud

    Doing AI on a local device (aka "privacy") is Apple's PR mantra. The problem is that ChatGPT-4 model requires 64+ GB of RAM (there are different numbers floating on the Internet, some are much higher). We'll probably get there eventually but right now 64GB of RAM for the phone is too much. Even...
  2. L

    Intel CEO Pat Gelsinger on achieving chip independence: Goal is 50/50 by the end of the decade

    It does not matter how dangerous the situation in Israel is. Israel's share of silicon manufacturing is a rounding error. Taiwan on the other hand... And let's not forget that Taiwan is part of China (which is the official US policy).
  3. L

    Intel CEO Pat Gelsinger on achieving chip independence: Goal is 50/50 by the end of the decade

    He was probably talking about Intel Centrino platform for the laptops.
  4. L

    AI to equal humans in five years, Jensen Huang

    This immediately reminds me of the annual Elon Musk predictions over the last decade or so that Full Self Driving would be ready by the end of the year. Those predictions were an obvious BS. Huang's prediction might be more credible at least for some types of activities. Whether TSMC is critical...
  5. L

    Semiconductor R&D spending by company

    It does look unlikely but according to Statista the number is correct.
  6. L

    Semiconductor R&D spending by company

    You are confusing R&D with capital expenditures.
  7. L

    Could AI leverage Air Traffic Controllers to relieve the shortage?

    By its nature, AI tools/model are non-deterministic. It's really difficult to prove that they are 100% correct even if they behave great. I do not know enough about the air-traffic controller job to say whether AI-generated advice is useful or not. If the controller still has to analyze every...
  8. L

    The American semiconductor boom faces a massive obstacle: A lack of immigrants

    I might add that, because of a variety of reasons, US are becoming less attractive for immigration. Living standards in countries like South Korea, Taiwan, China, Russia and even India have improved significantly. It does not look like the Europeans are that interested in immigrating to US...
  9. L

    NVIDIA, AMD planning on building ARM based pc chips

    Do we really know anything about the cost of Apple Silicon?
  10. L

    People are in over supply, not chips

    As someone who is using LLM (ChatGPT4) every day for software development, I am pretty sure that LLMs are for real. They are useful. Monetization is a different issue. I am using ChatGPT bot in Bing browser. ChatGPT (at least the way it is offered to us) is not smart enough and limits the input...
  11. L

    Apple A17 chip needs cooling off?

    It looks like Apple is simply trying to deflect the blame. The apps will use as much resources as they need and as the OS/processor will give them. The apps are not supposed to monitor phone temps and throttle themselves. There are reports from BMW owners that Apple Pay in their iPhone 15 Pros...
  12. L

    Taiwanese microchip company agrees to more oversight of its Arizona plant construction

    It's probably a significant concern for all companies that bring tons of foreign workers to do the job.
  13. L

    Chinese firm expected to deliver 28nm chip machine at year-end: media report

    And now US are concerned about it: China's Subsidies Expand Legacy Chip Production, Stoking US and EU Fears U.S. Commerce Secretary Gina Raimondo expressed concerns over China's large-scale investments in legacy chip production capacity, highlighting the importance of cooperating with allies...
  14. L

    Mark Liu, AI chips to Displace server chips

    Intel just reported their earnings and, based on market reaction, they are fine. As far as AI chips replacing conventional processors, this notion was probably taken out of context. If anything, we do not need more AI chips without simultaneously increasing manufacturing of CPUs. All major AI...
  15. L

    TSMC delays mass production to 2025 in Arizona plant

    Perhaps those Glassdoor reviews about TSMC were true after all. Maybe "skilled workers" just don't want to work for TSMC?
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