BTC mining chips .not familiar with this. What application and process?
TSMC N3P and N2.
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BTC mining chips .not familiar with this. What application and process?
interesting. i thought bit mining is mainly performance driven. Lowering vdd to 0.25v using existing leading edge means they are all doing sub-threhold computing?BTC mining chips .
TSMC N3P and N2.
N2 elvt threhold is around 0.1v.interesting. i thought bit mining is mainly performance driven. Lowering vdd to 0.25v using existing leading edge means they are all doing sub-threhold computing?
thanks great info. For design point, BTC is not using higher Vdd due to overall power constraints? what was constraining it, DC cooling?N2 elvt threhold is around 0.1v.
The real trick is leakage.
Most btc mining chips are using dynamic logic which are almost impossible for elvt.
This is also why the latest btc miner requires an ambient temperature below 45 °C.
Electricity accounts 80% of BTC mining. You want to try everything to lower the power consumptionthanks great info. For design point, BTC is not using higher Vdd due to overall power constraints? what was constraining it, DC cooling?
‘ Nvidia is the new Intel’. Is that a positive or negative remark?Probably not. Lip-Bu will transform Intel but they will no longer be as dominant. They will certainly be relevant and innovative but not number #1. There is just too much competition from all sides and too much money to be had. Nvidia is the new Intel.
maybe half of itNvidia is the new Intel.
Interesting. So then TSMC Revenue from Broadcom should be dropping and Google Increasing, correct? I have worked on partnerships like this and who recognizes revenue and when and who holds inventory is always part of the deal.They mostly do their own chips.
In my example systems companies are like Apple, Tesla, Google, etc.... Fabless Systems Companies where silicon is just one piece of their product.
Broadcom is an ASIC vendor and a fabless chip company. The curse of the ASIC business is that the customers work with ASIC companies first then do it themselves so they are training their replacement.
Given the way the AI-driven chip market is going through the roof, I suspect TSMC's revenue from Broadcom revenue is increasing but their revenue from Google is increasing even faster... ;-)Interesting. So then TSMC Revenue from Broadcom should be dropping and Google Increasing, correct? I have worked on partnerships like this and who recognizes revenue and when and who holds inventory is always part of the deal.
Help me on this google commissioned Chip? whats the story?Tensor is at TSMC as well alongside the custom Chip Google Commissioned Intel(missed Opportunity).
This is from Hot Chips 2025 Google is the main customer for this oneHelp me on this google commissioned Chip? whats the story?
Broadcom announced $73B in TPU/XPU AI acceleration revenue over the next 6 quarters. It is my understanding that Broadcom delivers data center TPUs to Google.Help me on this google commissioned Chip? whats the story?
