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I
Hey, I resent that -- I'm not a backend guy, I'm a high-speed custom mixed-signal / technology guy... ;-)
(but I talk to both front-end...
Thursday at 12:01 PM
M
Perhaps Google look at these questions like they consider office space: renting the expertise vs owning it. There are pros and cons...
Thursday at 11:17 AM
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...
Thursday at 9:58 AM
K
The global space economy is entering a new phase. Falling launch costs, reusable rockets, and a surge of private investment are turning...
Thursday at 9:41 AM
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...
Thursday at 9:40 AM
C
Earlier comments on SemiWiki suggested that Broadcom was "just doing some back-end support" for the TPUs / AI processors. According to...
Thursday at 8:34 AM
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...
Thursday at 8:22 AM
I
But Intel claim 14A has better PPA than N2... ;-)
(yes I know, it's too late for Nova Lake...)
Thursday at 8:16 AM
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...
Thursday at 8:13 AM
I
https://semiwiki.com/forum/threads/intel-at-morgan-stanley-conference-2026-mar-04.24677/
Thursday at 8:13 AM
Lack of fab capacity will get even worse if they succeed in attracting any decent-volume foundry business... ;-)
Thursday at 8:11 AM
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"...
Thursday at 8:11 AM
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...
Thursday at 8:10 AM
B
Exactly. GO INTEL!
Thursday at 8:10 AM
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...
Thursday at 8:08 AM
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