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M
I’ve just submitted my speaker application for Microelectronics US 2026 in Austin this April.
As we scale toward sub-THz systems, the...
Apr 9, 2026
K
I agree. The AWS chips aren't all that different than Google TPUs; you need the rack systems and the networks and the proprietary...
Apr 9, 2026
K
I agree. AWS is so profitable, anything that gets people to use AWS more often is a win for Amazon.
Apr 9, 2026
I agree. The AWS chips aren't all that different than Google TPUs; you need the rack systems and the networks and the proprietary...
Apr 9, 2026
Yeah - but it's only based on claims, not real technical analysis outside of what Amazon has published.
And I think the benefit to...
Apr 9, 2026
S
you are correct. Amazon will sell their own chip via AWS.
Golden age for semis industry. I love to see options out there beside...
Apr 9, 2026
A TSMC Gigafab produces more than 100,000 12‑inch wafers per month. Elon Musk’s “Terafab”, if the name is meant to signal anything...
Apr 9, 2026
There's a new bottleneck in the AI chipmaking process that happens almost entirely in Asia right now: advanced packaging. It connects...
Apr 9, 2026
K
Isn't the key motivation that Mo doesn't need a barrier liner, so it could fill more of the smaller contact?
Apr 9, 2026
K
Logic Contact from W to Mo, could be a key innovation for GAA from 1st generations to 2nd generations, "traditional tungsten contacts...
Apr 9, 2026
No matter what form the Intel–SpaceX–Tesla collaboration ultimately takes, it comes down to two things: control and business model...
Apr 9, 2026
K
The Perplexity analysis is terrible.
This sounds like a real issue, but not a surprise since the Tranium and Inferentia software stack...
Apr 9, 2026
K
Yeah - but it's only based on claims, not real technical analysis outside of what Amazon has published.
And I think the benefit to...
Apr 9, 2026
OK - claimed benefits via Perplexity, with associated caveats (below):
Amazon’s in-house chips are mainly claimed to excel on...
Apr 9, 2026
I read the shareholder letter, and Amazon is not going to be selling chips as a merchant vendor. Like Google, they are going to be...
Apr 9, 2026
Like.
I agree. The AWS chips aren't all that different than Google TPUs; you need the rack systems and the networks and the proprietary...
Xebec reacted to blueone's post in the thread CEO Andy Jassy’s 2025 Letter to Shareholders with
hist78 replied to the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology".A TSMC Gigafab produces more than 100,000 12‑inch wafers per month. Elon Musk’s “Terafab”, if the name is meant to signal anything...
Daniel Nenni posted the thread Why AI Chips Made In The U.S. Are Being Sent To Taiwan — Creating A Major Bottleneck in SemiWiki Main Forum ( Ask the Experts! ).There's a new bottleneck in the AI chipmaking process that happens almost entirely in Asia right now: advanced packaging. It connects...