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  1. M

    Where is all the power going to come from for AI/ML

    EV semi weight limit is 2000 lbs higher, and the motors/drive train are lighter. I think it works out to needing maybe 20% more trucks. Not such a big deal.
  2. M

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    What is/was TMG?
  3. M

    Intel first quarter 2024 earnings of

    Any questions about the effect of photoelectron spread/stochastics on achievable resolution? Fred seems convinced HNA will offer no benefit.
  4. M

    UMC Reports First Quarter 2024 Results

    Maybe UMC doesn’t make their engineers work hard enough.
  5. M

    Power Challenges at Nevada Data Center campus

    But they have never been pursued on land in the past 60 years. Even before environmental concerns began to be taken seriously. It isn’t the sierra club’s fault that small nuclear reactors haven’t been built.
  6. M

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    Good article. I hadn’t heard these details and stories before.
  7. M

    Where is all the power going to come from for AI/ML

    https://www.datacenterdynamics.com/en/news/openais-sam-altman-and-a16z-back-data-center-focused-thermal-energy-company-exowatt/ Seems like hype to me
  8. M

    Where is all the power going to come from for AI/ML

    Why have these never been deployed commercially? I assume they aren’t economical
  9. M

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    Really? TSMC has focused on satisfying its customers and maximizing profit. Running low volume 20 year old 200 mm processes for slim margins is a lousy business you would only pursue if you had no other option. IMO.
  10. M

    Startup Rivos raises $250 million to develop RISC-V AI chips

    and AI
  11. M

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    interesting
  12. M

    TSMC March 2024 Revenue Report

    Why do they report monthly results instead of just quarterly? I know the other Taiwanese foundries do. Seems like it would be extra work and a distraction.
  13. M

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    If our industry could make chips with powerpoint the answer would be obvious, not EUV. Given the order book for high NA EUV, the real answer was made years ago to go down that road.
  14. M

    Meta: Our next-generation Meta Training and Inference Accelerator

    nice article. I was suprised that the voltage went up.
  15. M

    TSMC’s first Japan plant to hit 60% local procurement by 2030

    So that would be photolithography chemicals, cmp slurries, resist strip and clean chemicals, and gases. 60% of that given Japan's position in those markets should be easy. Is there another big segment I'm missing?
  16. M

    Gen AI wafer demand on the semiconductor industry

    So they run hot and dissapate lots of heat. Does that really translate into extra need for power semiconductors?
  17. M

    India's entry into chip equipment manufacturing a masterstroke, says Fab Economics CEO

    The author has a PhD from CMU, worked for Intel and GF, should be knowledgable, but this article is laughable. India is going to grow wafer fab equipment companies just because they want to? Talk about a tough business with entrenched competitors.
  18. M

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    This was the first paper on Tuesday morning at SPIE after the plenary session. The authors are all from Westlake University (China). I'm surprised it didn't get more attention at the time. Do they have experimental results? The lead author made this linkedin post a couple of months ago...
  19. M

    Fusion needed for AI

    Sam Altman saying stuff Altman himself has invested hundreds of millions in fusion and in recent interviews has suggested the futuristic technology, widely seen as the holy grail of clean energy, will eventually provide the enormous amounts of power demanded by next-gen AI. “There’s no way to...
  20. M

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    I hope this is the fault of AI translation and not an indicator of the author’s intelligence “These days it’s principally based totally on want from within the area and in a roundabout way patrons in China want to possess aggressive merchandise and options, this kind of as an Iphone from Apple...
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