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Latest activity

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t2msemi2018 reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...

Yesterday at 1:36 AM
t2msemi2018 reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...

Yesterday at 1:36 AM
t2msemi2018 reacted to siliconbruh999's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

the second option is to make BSPDN cost effective so they don't have to make two separate flows.

Yesterday at 1:36 AM
t2msemi2018 reacted to Xebec's post in the thread Networking Is Getting An Upgrade with Ian Cutress with Like.

This was a very interesting listen. It sounds like it won't scale as high bandwidth-wise as fiber long term, but it finds a potential...

Yesterday at 1:36 AM
t2msemi2018 reacted to Daniel Nenni's post in the thread Networking Is Getting An Upgrade with Ian Cutress with Like.

The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...

Yesterday at 1:36 AM
t2msemi2018 reacted to soAsian's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with Like.

https://www.asml.com/en/news/press-releases/2026/strengthening-focus-on-engineering-and-innovation Is this good or bad? Is this the...

Yesterday at 1:35 AM
t2msemi2018 reacted to Daniel Nenni's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

That is why chip companies us FPGA prototyping and emulators. https://semiwiki.com/category/prototyping/s2c-eda/

Yesterday at 1:34 AM
t2msemi2018 reacted to Daniel Nenni's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

I highly doubt Microsoft or any other company will put a high volume chip through through Intel or any other new foundry on the first...

Yesterday at 1:34 AM
t2msemi2018 reacted to siliconbruh999's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

I think we are forgetting on thing with ASIC software you need software for these stuff which takes time to mature your Chip is just a...

Yesterday at 1:34 AM
t2msemi2018 reacted to blueone's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

There are also several cost savings or design advantages that custom CPU chips can provide: 1. No hidden costs for marketing, sales...

Yesterday at 1:34 AM
t2msemi2018 reacted to LLL0955's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

So where is the Intel 18A product of Microsoft? I have read that Microsoft is one of the customers of 18A, and I originally think this...

Yesterday at 1:34 AM
t2msemi2018 reacted to KevinK's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

I think the door is beginning to close for new entrants for the data center barring any disruptive technologies (optical AI computing)...

Yesterday at 1:34 AM
t2msemi2018 reacted to Daniel Nenni's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow...

Yesterday at 1:34 AM
t2msemi2018 reacted to hist78's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

Even Lego is doing in-house chips development project now. https://semiwiki.com/forum/threads/smart-revolution-lego-smart-brick.24301/

Yesterday at 1:34 AM
t2msemi2018 reacted to soAsian's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...

Yesterday at 1:34 AM

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