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Good thought. They are indirectly in the chiplet business already, by being the fab for the Ayar Labs silicon photonics UCIe chipet. If you're correct, the next step could be an Ayar Labs acquisition. Ayar Labs is valued at over $1B, so it would be expensive, but it seems to have a unique...
I'm not. AI datacenter energy consumption is funding/pushing nuclear generation technology faster than I've seen in my lifetime, and may eventually result in an overall carbon emissions reduction for all of generation. Especially if small modular reactors built in factories become practical...
You're correct to my knowledge. Due to RISC-V's permissive licensing WRT instruction set extensions, I hear more about companies extending RISC-V architecture to gain a competitive advantage than I do sticking to the ratified specifications.
Cliff, seriously? You are not dumb. GF is focusing...
Oddly, Microsoft uses MIPS-64 cores with four threads per core in their DPUs. Microsoft acquired a company called Fungible in 2023, which was co-founded by Pradeep Sindhu, who also co-founded Juniper Networks. Fungible developed a SoC which falls into the category of "smart NICs" for Ethernet...
Global carbon emissions are not likely to materially decline by 2050, and semiconductor fabrication companies do not have sufficient control over copper mining operations investments in foreign countries to affect mining infrastructure investments. I also find it difficult to believe that...
Yeah, like I said, the key technology that enables co-packaged optical chiplets is silicon photonics. That's what Ayar Labs does. Intel worked on Si photonics in Intel Labs for many years, I believe using iridium-doped wafers, but I wasn't close to the project, so my information may be...
Intel does manufacture advanced 3D packaging.
Unclear until a chip packaging expert posts a deep-dive here or on similar sites.
Huh? The speed of electrical transmission through copper is 95% of the speed of light, so for all practical purposes at the circuit level optics do not transmit...
The general level of bullshit about QC seems to be developing very rapidly worldwide. I think it makes the AI industry look conservative by comparison.
I forgot an item for the list above:
10. Don't open any email attachments where you don't trust the sender. Always - always - view the entire sending email address to make sure the sender is really who you think it is. If in doubt, don't click on attachments of any kind.
Wow. That's terrible. I'm not even sure how a credit card can be hacked before you activate it. Most banks require two-factor authentication for activation.
A few tips beyond what siliconbruh999 posted:
1. Use a VPN for all internet use. (I like Nord, but others are good too.)
2. Use an...
I looked up Cisco's deal with Accenture, and it doesn't look like marketing outsourcing to me, it looks like Accenture is providing cloud computing-related professional services which will highlight Cisco solutions...
