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Search results

  1. T

    An interview with Tom Caulfield and a second interview with Ann Kelleher

    Credit Intel where it's due: 20A and 18A seem like sensible naming now.
  2. T

    An interview with Tom Caulfield and a second interview with Ann Kelleher

    I think we just need to roll with the "post-truth" nature of modern process labelling and embrace the chaos. The truth will out through the adoption and sales of the varies processes (and associated IP ecosystems) in complete chips (or at least chiplets). Of course, industry outsiders won't get...
  3. T

    Any thoughts of AI/ML pricing and grading/evaluation?

    I'm just guessing here. But it feels like in order to compare different AI/ML services (let's assume for the moment we're restricting the question to things like ChatGPT which could be directly compared) then you'd want some sort of "standard" benchmarks where you could compare things like the...
  4. T

    Could AI leverage Air Traffic Controllers to relieve the shortage?

    That's so different from how it used to be here in the UK. Doesn't sound good at all. We had a neighbour who was in ATC at Heathrow. Very well paid job. Never needed to move. Retired relatively young with a cruiser on the River Thames. Supposedly privatised here now.
  5. T

    Could AI leverage Air Traffic Controllers to relieve the shortage?

    In principle I see the challenge here as the safe and most efficient management of limited network capacity (flight routes, runway space, etc). As with autonomous driving (and road pricing when that inevitably comes with it), a fully automated non-human system should be more efficient. Right...
  6. T

    An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership

    Thanks, that's a really interesting article and more convincing than I expected. I simply can't imagine Brian Krzanich being able to outline the approach and technologies in such depth. I much prefer Pat when he's in engineering mode like here and not coming out with the "rear view mirror" type...
  7. T

    Intel CEO Highlights the Company’s Top Three Mistakes

    But was it a mistake ? Intel's blessing - and curse - was its dominant position with typically over 80% market share (and pricing power) in perhaps the highest margin semiconductor segment (microprocessors). Protected from much effective competition for 2 decades by the WinTel PC moat and with...
  8. T

    Intel's road back to the top, how are they able to achieve it?

    I think there's been quite a lot of commentary on this to the effect that 18A is higher performance but with lower density and likely higher power. That's likely intentional as Intel's chips generally push performance over cost and power. Perhaps Intel could produce something area competitive...
  9. T

    Intel's road back to the top, how are they able to achieve it?

    It does appear they are on track both technically and on the schedule (from following the comments here of people who clearly know far more about this than I ever will). Can't comment on other factors like cost/yield or viability as a foundry today. Perhaps this should not be surprising, for...
  10. T

    Pat Gelsinger 18A Update

    I'm reminded of what they used to call the "newspaper test" at TI - i.e. how would you feel if what you did were reported in a newspaper (which effectively this now is - he published it himself). It's not only whether something is strictly legal (or not explicitly illegal) that should bound our...
  11. T

    Pat Gelsinger 18A Update

    It certainly doesn't sound like the sort of thing he should be saying in public. Should at least maintain the pretence that his 18A customer is telling him what the targets are. I struggle to see IFS being a real solution to industry needs unless it becomes a separate company independent of...
  12. T

    Analysis-Arm's clients turn IPO into tug of war for chip influence

    Thanks. That makes more sense. The original report (Reuters) wasn't well written at all. That's modern bus/tech journalism for you. That still leaves the anchor investors with a practical share ceiling of around 2% (let's say 5 companies take 2% each). Still not any real leverage ?! The key...
  13. T

    Analysis-Arm's clients turn IPO into tug of war for chip influence

    Not what this seems to say: "Arm and its owner SoftBank Group have set aside 10% of the shares to be sold in the IPO for its clients, the sources said. They have pushed back against demands for higher allocations, arguing this would weigh on the liquidity of Arm's stock, given that shares...
  14. T

    Analysis-Arm's clients turn IPO into tug of war for chip influence

    Hold on a moment. So SoftBank is only selling 10% of ARM. And only 10% of that 10% to ARM's clients. So the absolute maximum an ARM client can buy in the IPO is 1% of all ARM shares. Does that seriously buy any control ? Seems far too low to be demanding a seat on the board too. Am I alone in...
  15. T

    Apple Must Go Into Medical

    Because while you might be happy to do so today, times and companies change. Eveerything has a lifecycle. Even Apple. You have no guarantees that this level of trust can be maintained. And because we don't design complex engineering systems with single points of failure. Or at least I hope we...
  16. T

    Apple Must Go Into Medical

    This is something that really surprised me during a short period living and working in the US. You imagine - from overseas - that there isn't any real beaureacracy in the US. But when the US do it, they really knock it out of the park. Most things are incredibly quick and efficient (like airport...
  17. T

    Apple Must Go Into Medical

    Apple isn't the first name that springs to mind when talking cost reduction. Neither for products or services. Perhaps there are examples, but little immediately springs to mind.
  18. T

    Intel Reports Q2 2023 Financial Results with Strong Guidance!

    There was also some talk about IFS having opportunities to sell advanced packaging for chips fabricated at other foundries. Some of that may have already happened, but it seemed more a future opportunity (and perhaps a transient one if IFS really becomes viable on the fab side). I'm not sure if...
  19. T

    Apple’s A17 and M3 yield is only 55%

    To be fair to wccftech, the article's headline is straplined "Mobile : Rumor" ! Though it's written with far more certainty than it merits. I guess it's a combination of gossip column and cut and paste press release/other article journalism. Doing the actual background research and checks takes...
  20. T

    TSM builds capacity on orders only, Others should take note

    Just catching up with this thread, so apologies if I missed this answer somewhere. Is there any meaningful normalised power comparison between these processes (referring back to the original normalised density and performance graphs) ? I've been hardwired into a PPA (power, performance, area)...
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