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If this analysis is correct, we better not tell the Chinese. Otherwise they'll close all necessary trade from their side and get to leadership in 5 years.
Yeah, and I think the stock market reaction is spot on. ARM fighting their own clients is bad for both ARM and their clients (Qualcomm in this case) and great for RISC-V. I don't understand ARM's strategy here, but maybe their position is indeed so strong that they can strongARM everyone into...
Here's one theory that I've seen, that sort of makes sense (except for ARM's overly aggressive behavior):
- Oryon v2 cores that Qualcomm has developed after acquiring Nuvia do not rely on Nuvia IP and are therefore not affected by the existing lawsuit with ARM.
- Oryon v2 cores are better than...
Addition is All You Need for Energy-Efficient Language Models
Abstract:
They approximate a floating point multiplication with an algorithm based on (slightly higher precision) floating point addition and get the same precision in the result at significantly lower computational cost. There's...
For me it's this as well. I view Intel, most of all, as a hedge for my TSMC position.
Unfortunately, in the last couple of years, any other way of looking at an Intel investment would be sad :confused:
How do you conclude that there is pattern dependence? It seems that in your images there are multiple instances of the same pattern with only a minority of them having the defect.
(sorry if it's a noob question, just trying to learn)
I participated in a voluntary departure program once. Not in semiconductor industry, it was the IT organisation of an international agency. In that case, most of the best people left. I hope it will be different for Intel, but the incentives of the voluntary departure program are backwards: who...
Thanks for explaining what the accounting guidelines say about depreciation -- this seems like the right source to look at. However, reading this discussion, I'm thinking about an even more basic accounting principle: matching (expense should be reported in the same period in which the...
Some thoughts on the points from the article:
- The pace of improvements in LLMs is slowing:
- Maybe it slowed in the last 6 months, but is it representative?
- Have they seen GPT5? (I haven't seen GPT5, but rumor has it that it's impressive)
- We need more and more data to train and there’s no...
Yeah, I would assume that, so I found it surprising that he announced his retirement (and my impression is that it was known for some time that he's going to retire soon but there was no particular urgency to do it now) before a replacement CTO can be announced. So I started wondering if maybe...
Martin was instrumental in the development of EUV technology and establishing ASML as the leader in lithography tools. Now with EUV hitting physical limits (e.g. shrinking focal depth, electron scattering in the resist) it seems that a visionary technical leader would make it more likely that...
I suppose the idea is that either China changes behavior or they fall behind in chips (and consequently some other tech). The former doesn't seem very likely these days but the latter is also better than nothing.
What do you make of the decrease compared to August, @Daniel Nenni? Was the August number exceptionally high, is this seasonality or should we expect that the revenue will trend downward in the coming months?
The improvements (in time on a real GPU) are not very groundbreaking but the fact that we have AI discovering novel algorithms is impressive. That said, the solution seems to be quite specific to the matrix multiplication problem so I don't expect it will transfer to any other algorithm design...
