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S
@MKWVentures here is the wild cat lake die size it's 74mm2 18A + N6 PCH
Jan 6, 2026
If that's the case, we should see TSMC N2's revenue one to two quarters before Q3 2026.
Jan 6, 2026
AMD is expected to start booking OpenAI-related revenue for MI455 servers in Q3.
Jan 6, 2026
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...
Jan 6, 2026
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...
Jan 6, 2026
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...
Jan 6, 2026
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...
Jan 6, 2026
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...
Jan 6, 2026
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...
Jan 6, 2026
M
I highlighted some key points from the talk (like Perplexity partnership etc):
Jan 6, 2026
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
Jan 6, 2026
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...
Jan 6, 2026
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?)...
Jan 6, 2026
I would say worst were Intel Atom processors. Bay trail, Cherry trail, Braswels... They failed in mobile market and Intel decided to...
Jan 6, 2026
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
Jan 6, 2026
hist78 replied to the thread TSMC Quietly Begins Volume Production of 2nm-Class Chips.If that's the case, we should see TSMC N2's revenue one to two quarters before Q3 2026.
Like.
AMD is expected to start booking OpenAI-related revenue for MI455 servers in Q3.
Xebec replied to the thread The Worst CPUs Ever Made.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?)...