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S
The core used by Google Axiom it is Neo verse V2 for Axiom and Apple's CPU core in their M4/M5 Processor.
Jan 14, 2026
S
You probably missed the point of the title of the video. Intel´s focus for the products shown in the video focusses on low- to mid-end...
Jan 14, 2026
S
You have to deliver on time they have fumbled like 3 times and messed up their DC AI offering client is a different case cause there is...
Jan 14, 2026
B
Designed by whom?
Its the customers data for Mask and changes made by Foundry will need to be approved by the customer. If the Foundry...
Jan 13, 2026
I keep reading about other companies using Google chips in their datacenters, but I continue to be a skeptic. It might be practical for...
Jan 13, 2026
C
Has Axion gotten any traction ? (compared to TPUs?)
Jan 13, 2026
S
10nm failure was cobalt, that's why it was walked back in subsequent nodes.
Jan 13, 2026
I think there's even a more general message - transformer-based inference needs a whole different way at looking at memory and storage...
Jan 13, 2026
L
Isn't mask design also solely done in Taiwan? Which I understand is particularly tricky with multi-patterning and of course EUV being...
Jan 13, 2026
Perhaps. But some thoughts
1) Intel looked at EUV before most other companies. They had it in development for a long time
2) the 10nm...
Jan 13, 2026
B
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
S
i thought it was related to industry 1st contact on gate structure
Jan 13, 2026
K
I think there's even a more general message - transformer-based inference needs a whole different way at looking at memory and storage...
Jan 13, 2026
S
10nm failure was cobalt, that's why it was walked back in subsequent nodes.
Jan 13, 2026
S
Pat did agree to reverse a possible design only course Swan opened and so tried to rescue the company as an IDM+Foundry. Besides...
Jan 13, 2026