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I have a model for the goal and I have a model for how things are actually going on outs per tool and total volume in Oregon and in...
Tuesday at 10:05 AM
S
N3E is better suited for iGPU is both denser and more performant than Intel 3 has better PPA overall
i knew about 1 as for Yields don't...
Tuesday at 9:58 AM
S
Legitimately curious as to what you base this statement on. I seem to recall Zinsner indicating they still had some work to do on cost...
Tuesday at 9:56 AM
K
Both NVIDIA and AMD had some pretty dramatic "launches" on the hardware side at CES as well. In my mind, the most significant are the...
Tuesday at 9:52 AM
M
I have a model for the goal and I have a model for how things are actually going on outs per tool and total volume in Oregon and in...
Tuesday at 8:58 AM
A
Legitimately curious as to what you base this statement on. I seem to recall Zinsner indicating they still had some work to do on cost...
Tuesday at 8:18 AM
M
I highlighted some key points from the talk (like Perplexity partnership etc):
Tuesday at 8:12 AM
D
we have the chip size for over a year
Die 4 is 18A Compute
Die 1 is N6 PCH/IO
Die 5 is N3E GPU
rest is filler die
Tuesday at 7:17 AM
M
We have a model with scenarios for the cost of Panther Lake ... and depending on yield scenario, 18A is dominant in the cost (reminder...
Tuesday at 6:53 AM
This is true - early Atom chips deserve a place on the list of worst CPUs. Intel actually sold them at a loss for years (a decade?)...
Tuesday at 5:59 AM
I would say worst were Intel Atom processors. Bay trail, Cherry trail, Braswels... They failed in mobile market and Intel decided to...
Tuesday at 5:48 AM
we have the chip size for over a year
Die 4 is 18A Compute
Die 1 is N6 PCH/IO
Die 5 is N3E GPU
rest is filler die
Tuesday at 5:47 AM
Get the chip size.
Then we can get the basic idea of 18A process cost with it's gross margain report.
Tuesday at 5:45 AM
A
Any thoughts on how fast AI/ML and advanced robotics will replace human workers appreciated. I just recently interfaced with an AI for...
Tuesday at 4:49 AM
B
According to an announcement on Lego.com, Lego designed its own ASIC chips for the Lego Smart Bricks, but it did not name the foundry...
Tuesday at 4:29 AM