In 2008, Mubadala, the Abu Dhabi government owned sovereign wealth fund assisted AMD in divesting their manufacturing assets and spinning them off. They were compensated with a combination of direct payments, investments in AMD, and shares in the new firm, GlobalFoundries. The divestiture was a multi-year journey, but by 2012,… Read More
Dan is joined by Dylan Patel of Semianalysis.com covering Intel, GF, TSMC, the semiconductor shortage and more. This is a candid discussion between analysts on current semiconductor events.
The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization,… Read More
Tesla hosted their AI Day and revealed the innerworkings of their software and hardware infrastructure. Part of this reveal was the previously teased Dojo AI training chip. Tesla claims their D1 Dojo chip has a GPU level compute, CPU level flexibility, with networking switch IO. A few weeks ago, we speculated on the packaging of… Read More