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All depends on Elon Musk, what Intel needs is not a real cash from customer, it needed a real commitment to 14A, let say if Elon Musk...
Jun 14, 2026
I thought Elon Musk wanted to license Intel's 14A process technology and produce chips at SpaceX–Tesla's own Terafab. It would have no...
Jun 14, 2026
M
All depends on Elon Musk, what Intel needs is not a real cash from customer, it needed a real commitment to 14A, let say if Elon Musk...
Jun 14, 2026
K
FYI - the other leader in AI inference benchmarking besides SemiAnalysis, Artificial Analysis, has just released their first set of...
Jun 14, 2026
K
The funny thing about this guy is after he earned his hotwheels in an accident settlement and used that money to become a politician, he...
Jun 14, 2026
M
Optics is moving closer to compute. Realization risk is moving closer with it.
Optical interconnect is moving closer to the compute...
Jun 14, 2026
K
Hardware and software architecture, plus efficient orchestration / utilization offer lots of opportunity for cost / power improvements...
Jun 14, 2026
K
Anshul Saxena
Product Strategy, Planning & Portfolio Management | Ecosystem Engagement | Engineering
June 11, 2026
Every silicon...
Jun 14, 2026
Oh agreed. At this point, I just try to limit my software and systems to USA backdoors only. Better to only be backdoored by one...
Jun 14, 2026
M
Anshul Saxena
Product Strategy, Planning & Portfolio Management | Ecosystem Engagement | Engineering
June 11, 2026
Every silicon...
Jun 14, 2026
F
The red line trend is actually the plot of Density = 2 transistors/(gate pitch * cell height).
They do state the 60-75% utilization...
Jun 14, 2026
S
The Huawei paper specifies that the "density" gain was achieved at a fixed device node, and through a "topological reorganization of the...
Jun 14, 2026
T
Anshul Saxena
Product Strategy, Planning & Portfolio Management | Ecosystem Engagement | Engineering
June 11, 2026
Every silicon...
Jun 14, 2026
I developed this line of thought a little more here: https://www.linkedin.com/pulse/huaweis-logic-folding-cue-cfet-frederick-chen-xmnmc/
Jun 14, 2026
F
Anshul Saxena
Product Strategy, Planning & Portfolio Management | Ecosystem Engagement | Engineering
June 11, 2026
Every silicon...
Jun 14, 2026