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M
Perhaps Google look at these questions like they consider office space: renting the expertise vs owning it. There are pros and cons...
Mar 5, 2026
I said the same thing when I programmed in LISP 45 years ago. No way would AI be able to do anything useful! And I was right for 40...
Mar 5, 2026
K
The global space economy is entering a new phase. Falling launch costs, reusable rockets, and a surge of private investment are turning...
Mar 5, 2026
M
We used Broadcom as a custom ASIC supplier in the past, they did all the design and dealt with packaging and testing and shipped...
Mar 5, 2026
C
Earlier comments on SemiWiki suggested that Broadcom was "just doing some back-end support" for the TPUs / AI processors. According to...
Mar 5, 2026
S
14A is like 27 risk production anyway. I have only heard that Intel rates 18A somewhat near N3P in terms of PPA and 18AP is like close...
Mar 5, 2026
I
But Intel claim 14A has better PPA than N2... ;-)
(yes I know, it's too late for Nova Lake...)
Mar 5, 2026
S
It's pretty simple N2 is outright better on PPA according to Intel products and they need that to compete so they went with N2 for high...
Mar 5, 2026
I
https://semiwiki.com/forum/threads/intel-at-morgan-stanley-conference-2026-mar-04.24677/
Mar 5, 2026
Lack of fab capacity will get even worse if they succeed in attracting any decent-volume foundry business... ;-)
Mar 5, 2026
It's worth noting that AI so far only has 'second hand' input to understand the world. No direct experience, and what it does "know"...
Mar 5, 2026
I
Exactly!
Side note: perhaps we should wait until Fab 52 is loaded to half of planned production capacity before we say 18A is ramped...
Mar 5, 2026
B
Exactly. GO INTEL!
Mar 5, 2026
I
I don't now what the TPU die size is but I expect it'll be pretty big, implying a KGD cost of several hundred dollars. In which case...
Mar 5, 2026
All I can say is -- I'll believe it when I see it. Going by human beings, "understanding" the world is much more difficult than is often...
Mar 5, 2026
Daniel Nenni replied to the thread OpenAI amends Pentagon deal as Sam Altman admits it looks ‘sloppy’.I said the same thing when I programmed in LISP 45 years ago. No way would AI be able to do anything useful! And I was right for 40...
Like.
We used Broadcom as a custom ASIC supplier in the past, they did all the design and dealt with packaging and testing and shipped...
Xebec reacted to IanD's post in the thread Intel has manufacturing capacity issues. They may take years to fix. with