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Intel has 4x as many process options on 18A as they do customers interested in working with IFS LOL
Jan 28, 2026
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Jan 28, 2026
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...
Jan 28, 2026
the second option is to make BSPDN cost effective so they don't have to make two separate flows.
Jan 28, 2026
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...
Jan 28, 2026
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...
Jan 28, 2026
Is this good or bad? Is this the golden age or ASML seeing the AI bubble pop and trying to prepare for the upcoming crash? 😲...
Jan 28, 2026
That is why chip companies us FPGA prototyping and emulators.
https://semiwiki.com/category/prototyping/s2c-eda/
Jan 28, 2026
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...
Jan 28, 2026
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...
Jan 28, 2026
There are also several cost savings or design advantages that custom CPU chips can provide:
1. No hidden costs for marketing, sales...
Jan 28, 2026
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...
Jan 28, 2026
I think the door is beginning to close for new entrants for the data center barring any disruptive technologies (optical AI computing)...
Jan 28, 2026
I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow...
Jan 28, 2026
Even Lego is doing in-house chips development project now.
https://semiwiki.com/forum/threads/smart-revolution-lego-smart-brick.24301/
Jan 28, 2026