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C
If you believe Mark Hippen and his data (link below) -- it looks like Broadcom is getting the revenue from Google TPU (data center) AI...
Dec 15, 2025
Holding inventory is a big advantage of working with an ASIC company. ASIC companies also manage packaging, do burn-in, test, etc...
Dec 15, 2025
‘ Nvidia is the new Intel’. Is that a positive or negative remark? 🤣
Dec 15, 2025
Beyond a given point, lowering voltage further increases power consumption per operation.
If you look at power-delay product, this...
Dec 15, 2025
M
That was my understanding in the past. Broadcom revenue to TSMC was from Google orders. Google may consign the HBM. But it sounds like...
Dec 15, 2025
Linus explain how SSD is made which is pretty cool.
A huge thanks to KIOXIA for sponsoring this video and for giving us this once in a...
Dec 15, 2025
One thing to watch is the TSMC CAPEX. TSMC cannot build fabs based on bubbles. These fabs will run for many years and TSMC averages 80%+...
Dec 15, 2025
S
Linus explain how SSD is made which is pretty cool.
A huge thanks to KIOXIA for sponsoring this video and for giving us this once in a...
Dec 15, 2025
S
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...
Dec 15, 2025
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...
Dec 15, 2025
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'...
Dec 15, 2025
K
STMicroelectronics (STM) has shipped over 5 billion radio-frequency (RF) antenna chips to SpaceX for the Starlink satellite network over...
Dec 15, 2025
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...
Dec 15, 2025
It was said to be ~40% better than 9020, but lagging behind the Qualcomm, Apple flagships.
Dec 15, 2025
Semiconductor innovation has always been a team sport, with the most durable breakthroughs resulting from deep ecosystem collaboration...
Dec 15, 2025
Daniel Nenni replied to the thread Can Intel recover even part of their past dominance?.Holding inventory is a big advantage of working with an ASIC company. ASIC companies also manage packaging, do burn-in, test, etc...
Haha.
‘ Nvidia is the new Intel’. Is that a positive or negative remark? 🤣
Like.
Beyond a given point, lowering voltage further increases power consumption per operation. If you look at power-delay product, this...
Xebec reacted to Fred Chen's post in the thread SMIC N+3 Confirmed: Kirin 9030 Analysis Reveals How Close SMIC Is to 5nm with