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semiman's latest activity
S
The problem of non-conventional approaches are 'software'. If we have super great compiler and runtime which are capable of break large...
Apr 23, 2024
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Hm..it seems that Intel Arrow Lake and Lunar Lake are not in HVM yet. Maybe we're going to see N3 revenue boost in 2024 2H.
Apr 18, 2024
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Kind of insane that intel is as close to TSMC as they are. I expected it to be a larger gap given intel lacks the free money printers...
Apr 7, 2024
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We can see this in another way. In 2023, Samsung electronics reported that about 6B dollars were spent to buy Application...
Apr 7, 2024
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IFS was losing 4B in 2022(using their new financial model), even if they have in-house customer(Intel products). It's quite surprising...
Apr 6, 2024
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Yes, and AI computation is already at the thermal limit with close to ideal layouts. It can gain a bit from functional diversity with...
Apr 5, 2024
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If you look at the power/performance curves from one node to the next, for power-critical applications you find that somewhere not far...
Apr 5, 2024
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Still Intel expects 18A be a big and profitable node. It should be REALLY great then...I kinda see why they needed to introduce...
Apr 4, 2024
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Agreed, I knew there would be a loss but I had assumed it would be more minor than what it is. But seeing the 2022/21 data I suppose...
Apr 4, 2024
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They said they were comparing to the best node on the market at the time. Given ICL launched at EOY 2019 and TGL at EOY 2020, and they...
Apr 4, 2024
S
Intel's new disclose says followings.
(million dollars)
(2,100) Lower product profit driven by lower internal revenue
(411) Higher...
Apr 3, 2024
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As long as there's value added, we can use everything. For example, in HBM(memory) manufacturing, stacking is used a lot even if price...
Apr 3, 2024
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Now we're making 35-atom thick materials then implant it to make PMOS and NMOS...what an amazing technology..
Mar 24, 2024
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BTW, what's going to happen if we start using High NA EUVs later? Can we still get 800mm2~ish single chip? Since AI wants BF-chips, it's...
Mar 21, 2024
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I think Samsung runs one MPW for each full-node changes. 14nm, 8nm(10nm family), 5nm(7nm family), 4nm(Full node from 7nm. it was...
Mar 17, 2024