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  1. B

    The Biden Administration suspends CHIPS Act R&D funding for the NTSC

    Good idea, in my opinion. https://ww2.aip.org/fyi/chips-program-suspends-plans-for-r-d-facility-funds The money is better spent on direct susidies.
  2. B

    Intel's Foundry Business discloses a $7B operating loss

    KEY POINTS - Intel shares fell more than 4% in extended trading on Tuesday after the company revealed long-awaited financials for its semiconductor manufacturing business, commonly called the foundry business, in a SEC filing. - This is the first time that Intel has disclosed how much its...
  3. B

    Intel to get $8.5B from the CHIPS Act

    https://techcrunch.com/2024/03/20/white-house-proposes-up-to-8-5b-to-fund-intels-domestic-chip-manufacturing/
  4. B

    The new Cerebras CS-3

    https://www.cerebras.net/press-release/cerebras-announces-third-generation-wafer-scale-engine TSMC 5nm version. 850,000 -> 900,000 AI cores versus CSE-2 on 7nm. 10% more on-die SRAM (44GB). The CSE-2 had 1.5% extra cores to achieve a 100% yield. (That means the CSE-2 had about 863,000 cores...
  5. B

    UCIe-3D makes its debut in Nature Electronics

    https://www.nature.com/articles/s41928-024-01126-y
  6. B

    An easy to read article about Intel's fabrication technologies in IEEE Spectrum

    Nice graphics too. https://spectrum.ieee.org/intel-18a
  7. B

    Intel Delays its Ohio fabs

    https://www.wsj.com/tech/intel-delays-20-billion-ohio-project-citing-slow-chip-market-713bde9e?mod=hp_lead_pos10 Which is it? The chip market is slowing, or Intel just trying to squeeze the Commerce Department? I still can't believe Intel is going to agree to the government's restrictions on...
  8. B

    Intel gets US$3.2B to build another fab in Israel for US$25B

    JERUSALEM, Dec 26 (Reuters) - Israel's government agreed to give Intel (INTC.O) a $3.2 billion grant for a new $25 billion chip plant it plans to build in southern Israel, both sides said on Tuesday, in what is the largest investment ever by a company in Israel. The news comes as Israel remains...
  9. B

    Microsoft's new internally designed AI and Cloud Server CPU chips

    Tucked away on Microsoft’s Redmond campus is a lab full of machines probing the basic building block of the digital age: Silicon. This multi-step process meticulously tests the silicon, in a method Microsoft engineers have been refining in secret for years. Today at Microsoft Ignite the company...
  10. B

    Intel is going to spin out their FPGA group

    I'm not sure what to think about this. https://www.servethehome.com/intel-altera-experiment-ending-as-psg-goes-standalone-en-route-to-ipo/
  11. B

    Arm is a "circuit designer"?

    The Wall Street Journal needs to get its technology writer a technical advisor. I suppose explaining what IP is for chips is just a bridge too far. https://www.wsj.com/business/telecom/circuit-designer-arm-files-for-ipo-83c9a584
  12. B

    For your amusement Intel re Arm June 2012

    An old 2012 article I stumbled on. There was no future for Arm and its competitors. https://www.extremetech.com/computing/130552-intel-dismisses-x86-tax-sees-no-future-for-arm-or-any-of-its-competitors
  13. B

    An interesting article about IBM's latest work in quantum computing

    https://news.berkeley.edu/2023/06/14/new-technique-in-error-prone-quantum-computing-makes-classical-computers-sweat/
  14. B

    Meta's first bespoke AI chips

    https://www.zdnet.com/article/meta-unveils-first-custom-artificial-intelligence-chip/ Definitely going for efficiency over highest processing power, which IMO is smarter for initial custom hardware designs. 7nm TSMC. 64 custom PEs for acceleration, lots of memory channels for bandwidth, 128MB...
  15. B

    The Taiwan-US double tax on income

    Something I just learned today. https://www.orbitax.com/news/archive.php/Bipartisan-Push-for-US-Tax-A-52198
  16. B

    Former IFS President lands at Tata Electronics

    https://bwpeople.businessworld.in/article/Tata-Electronics-Appoints-Dr-Randhir-Thakur-As-CEO-MD/18-04-2023-473285/
  17. B

    Seagate gets fined for selling HDDs to China?

    https://www.tomshardware.com/news/seagate-hit-with-dollar300-million-fine-for-shipping-hdds-to-huawei Seriously? Why would the US mind at all if Huawei had to tolerate multi-millisecond average latencies, tail latencies that extend to ten times that long, and transfer rates for enterprise HDDs...
  18. B

    Intel sold off its server business

    I've been betting this would happen for years, and was always wrong. Until now. It's a low-margin business that Intel originally created as a "standard high volume server" enabling initiative. With companies like Supermicro, Inspur, and Lenovo as players (not to mention Dell and HPE), they...
  19. B

    IFS and Arm partnership

    https://www.intel.com/content/www/us/en/newsroom/news/intel-foundry-arm-announce-multigeneration-collaboration-leading-edge-soc-design.html?cid=iosm&source=twitter&campid=newsroom_posts&content=100004018339479&icid=always-on&linkId=100000198534189#gs.ujmjsv
  20. B

    The Pause Giant AI Experiments Open Letter

    In case you haven't read it yet: https://futureoflife.org/open-letter/pause-giant-ai-experiments/ I checked the calendar, and it's not April 1st yet, but we are close... So, the countries who agree to this pause and the subsequent introspection pause that will undoubtably follow stop...
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