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F
Fred Chen replied to the thread
PAX SILICA .
Probably fear of China
Dec 13, 2025
D
Also, please don't think the fab is the only piece of this puzzle.
After the fab:
Probe wafer test
Slice and package
Package test
Burn...
Dec 13, 2025
S
the absolute progress will continue for sure, but the major factor to drive Moore's type scaling has been shifting to both bigger...
Dec 13, 2025
S
Based on past experience, low power consumption will one day become a core technological competitiveness
Dec 13, 2025
B
Outstanding work! But just to nit-pick a little, it's really hard to compare apple to apple with these numbers if some include the L2...
Dec 13, 2025
B
A sheet with core sizes of CPU Cores
https://docs.google.com/spreadsheets/d/1r_RGcH02hcM2p-UYIbJFBJ_vJYrwtdC7w1dWXda0iwI/edit?gid=0#gid=0
Dec 13, 2025
S
A sheet with core sizes of CPU Cores
https://docs.google.com/spreadsheets/d/1r_RGcH02hcM2p-UYIbJFBJ_vJYrwtdC7w1dWXda0iwI/edit?gid=0#gid=0
Dec 13, 2025
S
Pax Silica is the Department of State’s flagship effort on AI and supply chain security, advancing new economic security consensus among...
Dec 13, 2025
S
I completely agree. Software engineers who understand how the hardware is designed and works in-depth are the real big picture people...
Dec 13, 2025
S
There is only one company in US that needs it and it being Intel i don't know anyone besides them in US
Dec 13, 2025
K
The news release reads as if they have the some of the same ambitions as Elon/Tesla - to convince the world they are partially an AI...
Dec 13, 2025
K
I don't want to oversell my wording there -- Tesla was in talks with 'other automaker about FSD licensing' in 2024, and has offered...
Dec 13, 2025
K
Saw these details assembled SemiAnalysis. From their perspective, Anthropic went with Google/TPU so they could be at the front of the...
Dec 13, 2025
I don't want to oversell my wording there -- Tesla was in talks with 'other automaker about FSD licensing' in 2024, and has offered...
Dec 13, 2025
J
I think AMD is even worse than this -- by giving a strong x86 design to China, they locked out both Intel and AMD from a large (or...
Dec 13, 2025