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Google and the other hyper scalars are doing the same but it is Nvidia they are going after since the cost of GPUs are skyrocketing. The...
Jun 19, 2025
According to this CNBC report, over the past two years, 50% of the new AWS CPU capacity has been running on Amazon’s own Graviton 4...
Jun 19, 2025
S
why do i fell like Intel is going to be a customer for itself again even with UMC :ROFLMAO:
Jun 19, 2025
K
Yeah - this audience occasionally forgets the 16nm and 12nm UMC stuff. But customer wafers running through more mature nodes using...
Jun 19, 2025
K
I think that was referring to the custom Xeon 6 agreement with Amazon along with a 18A fabric chip which was later announced...
Jun 19, 2025
S
Less single exposure 😅 and yes I was surprised vs I3 looks like it will be only slightly more expensive than I3 to produce 🤣
Jun 19, 2025
Key Points
- Amazon Web Services is set to announce an update to its Graviton4 chip that includes 600 gigabits per second of network...
Jun 19, 2025
F
I read this finally as less single exposure EUV for M0-M2 layers for 18A compared to Intel 3 (?) Power rail pitch should be cell height...
Jun 19, 2025
F
The TH article completely misparsed Ericsson's announcement.
Jun 19, 2025
S
They should have invited the Russian 11.2 nm group...
Jun 19, 2025
F
I think that was referring to the custom Xeon 6 agreement with Amazon along with a 18A fabric chip which was later announced...
Jun 19, 2025
A
Answer to that is complicated especially in this SemiWiki Forum.
If you ask senior members here, they will say none of the Intel nodes...
Jun 19, 2025
S
They forgot to announce the layoff number after increase in Jobs +60K during trump and -60K after trump.
Jun 19, 2025
A
It won't fill all the positions, but rumor has it that Intel is about to put a few people on the market that TI could pick up. :)
Jun 19, 2025
A
Hold on a moment. Just checking over some basic numbers here. TI's annual sales appear to be running about $70bn. So perhaps $60bn isn't...
Jun 19, 2025
Daniel Nenni replied to the thread AWS’ custom chip strategy is showing results, and cutting into Nvidia’s AI dominance.Google and the other hyper scalars are doing the same but it is Nvidia they are going after since the cost of GPUs are skyrocketing. The...
hist78 replied to the thread AWS’ custom chip strategy is showing results, and cutting into Nvidia’s AI dominance.According to this CNBC report, over the past two years, 50% of the new AWS CPU capacity has been running on Amazon’s own Graviton 4...
Like.
I think that was referring to the custom Xeon 6 agreement with Amazon along with a 18A fabric chip which was later announced...