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C
It could be as simple as AMD is planning to do backside power in future with TSMC. So recruiting people who have experience in this...
Monday at 10:30 AM
K
This is a pretty awesome list -- siliconbruh -- do you have offline data for older CPUs?
It would be fun to graph a 'downward trend'...
Monday at 10:24 AM
K
STMicroelectronics (STM) has shipped over 5 billion radio-frequency (RF) antenna chips to SpaceX for the Starlink satellite network over...
Monday at 10:24 AM
A
Any thoughts on how long the AI/ML evolution will continue and the directions it will take? I feel we have at least five more years for...
Monday at 10:18 AM
It was said to be ~40% better than 9020, but lagging behind the Qualcomm, Apple flagships.
Monday at 10:12 AM
Semiconductor innovation has always been a team sport, with the most durable breakthroughs resulting from deep ecosystem collaboration...
Monday at 10:12 AM
You need to ask this guy on Twitter lol this is his sheet
https://x.com/G_melo_ding
He said he was open to feedback
Monday at 10:12 AM
Elon Musk's future is semiconductor dependent. I'm hearing more talk on a relationship between Musk's xAI and Intel Foundry. If so Musk...
Monday at 9:50 AM
STMicroelectronics (STM) has shipped over 5 billion radio-frequency (RF) antenna chips to SpaceX for the Starlink satellite network over...
Monday at 9:38 AM
C
Broadcom announced $73B in TPU/XPU AI acceleration revenue over the next 6 quarters. It is my understanding that Broadcom delivers data...
Monday at 9:38 AM
S
This is from Hot Chips 2025 Google is the main customer for this one...
Monday at 9:00 AM
M
Help me on this google commissioned Chip? whats the story?
Monday at 8:59 AM
S
Tensor is at TSMC as well alongside the custom Chip Google Commissioned Intel(missed Opportunity).
Monday at 8:50 AM
I
Given the way the AI-driven chip market is going through the roof, I suspect TSMC's revenue from Broadcom revenue is increasing but...
Monday at 8:15 AM
M
Interesting. So then TSMC Revenue from Broadcom should be dropping and Google Increasing, correct? I have worked on partnerships like...
Monday at 8:11 AM