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Search results

  1. S

    TSMC Cuts Off Client After Discovering Chips Diverted to Huawei

    Yeah Sophgo make the best "workstation" class RISC-V processors you can actually go and buy right now. For example the MILK-V Pioneer uses the Sophon SG2042. https://milkv.io/pioneer https://en.sophgo.com/sophon-u/product/introduce/sg2042.html Probably a lot of people developing RISC-V software...
  2. S

    TSMC Cuts Off Client After Discovering Chips Diverted to Huawei

    This news is just 100% pure speculation. Seems like something meant to smear TSMC to me.
  3. S

    Could Samsung merge with Intel?

    It is fairly simple. Intel does not have the money to build all the capacity they need. So they could just license their process perhaps in exchange for some capacity at Samsung's fabs, which are currently running way below the capacity they could be if their process yielded worth a damn.
  4. S

    Intel's former CEO tried to buy Nvidia almost 2 decades ago

    AMD used to use some internal tools I think. They switched to regular EDA tools some time after the merger with ATI. The guys at ATI wouldn't touch AMD's tools with a barge pole, and AMD's engineers knew something had to change so they went into commercial EDA. Which facilitates using 3rd party...
  5. S

    Intel CEO is "frustrated" with CHIPS Act payout progress — Intel has received $0 from the $8.5 billion that the US government promised

    This is the government after all. They are never quick at disbursing money. That said I do understand his issue. The next government might come in and just cancel the whole thing. But I think that is unlikely, even with Trump being POTUS, he wants American manufacturing.
  6. S

    Former Intel Board members call for breakup

    Intel has been known for traditionally being better at SRAM cell design than their competitors. Going to a TSMC process they probably are using the foundry cell libraries so that advantage also goes out of the window. The interconnect fabric does not explain having lower P-core clockspeeds than...
  7. S

    Former Intel Board members call for breakup

    Intel could have tried to do something similar to the smartphone SoC vendors. Have one core out of the processor run at higher clockspeed, or be wider, to win at single-threaded benchmarks. It still sucks that because they disabled SMT they went from a 32 thread processor with Raptor Lake to a...
  8. S

    Former Intel CEO Craig Barrett: Splitting up America’s leading chipmaker is a bad idea

    I cannot help but think that Intel is getting into the same sinkhole AMD found itself before they spun out GlobalFoundries. AMD after the success of K7 had huge issues not being able to satisfy market demand with their available fabs. They could never quite accumulate enough capital to increase...
  9. S

    Former Intel Board members call for breakup

    My guess is Intel would have to design a processor more suitable to the TSMC process. A wider processor since they cannot push the clockspeed as high as on their own internal processes. This should all be moot come next year after Panther Lake comes out in 18A though. Fingers crossed. I do...
  10. S

    Intel's former CEO tried to buy Nvidia almost 2 decades ago

    I think Intel's attempts to capture the GPU market with Intel Arc, and the Gaudi AI chips prove the opposite. I do not even think those efforts were necessarily bad. It is just that both have been long hard sloughs in terms of software stack, and it would take huge continuous investments for...
  11. S

    Intel's former CEO tried to buy Nvidia almost 2 decades ago

    Intel at some point just went bonkers with x86 in everything. After trying to kill x86 with Itanium and failing they then did a 180 and tried to use x86 to replace XScale, replace GPUs, replace Itanium, replace everything.
  12. S

    Is TSMC just following directions?

    That is not in the linked video. Anyway unless there is some kind of catastrophe at Taiwan that is not so likely. As any new system it is likely that High NA EUV will have some kinks initially and Intel will have to figure those out at the same time that they are hemorrhaging cash. I still...
  13. S

    Intel's former CEO tried to buy Nvidia almost 2 decades ago

    Intel has been in the graphics business since the i740 in the late 1990s. They kept developing GPUs all the time it is just that they were always low or mid end GPUs. The kind of thing you integrate in the motherboard. It is easy for people to forget that in the mid 2000s Intel was under...
  14. S

    Intel's former CEO tried to buy Nvidia almost 2 decades ago

    AMD had a good team which worked. Everyone knew that the company was in dire straits and everyone worked to pull through out of the hole. Their financial condition after the ATI purchase was just miserable. AMD is a real survivor company, they have been close to bankruptcy several times in their...
  15. S

    Intel's former CEO tried to buy Nvidia almost 2 decades ago

    Fine. The two years before the launch of AMD Zen were particularly difficult in financial terms, and she was the CEO back then. She got AMD out of the last hole by doing that deal to license the AMD Zen core to the Chinese at Hygon. But like I said, Mark Papermaster has been CTO since 2011, yet...
  16. S

    Intel's former CEO tried to buy Nvidia almost 2 decades ago

    Let us not overstate things. The ground for AMD's recovery was laid down before she became CEO. For example she became CEO in 2014, while Jim Keller had returned to AMD in 2012. AMD's Zen core was in development before she became the CEO. The trajectory was defined by the previous leadership...
  17. S

    Former Intel Board members call for breakup

    I totally expected this Arrow Lake debacle. TSMC's processes are less optimized for high speed transistors than Intel's. The initial process clients at TSMC are typically smartphone chips, their processes are focused on low power. Intel also disabled SMT. Reducing the peak multi-threaded...
  18. S

    China Hits Pause on Giant Chip Spending Aimed at Rivaling US

    You would be wrong. These people already exist. Like BYD and CATL's founders. BYD's founder Wang Changfu is 2 years younger than Jack Ma. CATL's founder Robin Zeng is 4 years younger than Jack Ma. You also have even younger generations of Chinese "tech" billionaires. Shein's founder Chris Xu is...
  19. S

    Is TSMC just following directions?

    Peter Zeihan is just a pretender. He knows nothing about semiconductors.
  20. S

    Arm to Cancel Qualcomm Chip Design License in Escalation of Feud

    The Chinese companies seem to be taking care of the low and middle end just fine. There are also US core design companies like SiFive. Microchip produces chips for embedded. We need a US company (or several) to attack the high end of the RISC-V segment. While there are several supposed high end...
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