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Search results

  1. M

    Everyone wants the latest chips. That’s causing a huge headache for the world’s biggest supplier

    I spent a little less than a year at a PCB company after 30 years in semiconductors. Thanks god I got out and back to semiconductors. The PCB industry is 40 years behind in every way. It was an awful experience. Point being, I wouldn't generalize an experience in the PCB industry to...
  2. M

    Huawei Tests Brute-Force Method for Making More Advanced Chips

    Is Bloomberg unable to write a balanced intelligent article? This reads like a translated press release
  3. M

    Nvidia introduces Blackwell (800mm2 reticle limit N4P dies)

    How so? This quote was all I found “Elon Musk commented: “There is currently nothing better than Nvidia hardware for AI.”
  4. M

    Chip Titan ASML Suffers New Strain of ‘Dutch Disease’

    I hadn't heard of the comparison study of Menlo Park and Visalia (between Fresno and Bakersfield in the CA central valley) before. It was by a UC Berkeley economist and it seems incredibly naïve to me. https://www.salon.com/2012/05/20/america_resegregated/ Bloomberg want to pitch this like a...
  5. M

    ASML EUV source power information from SPIE 2024

    25% less increase in WPH due to higher power than expectation. Has ASML said why?
  6. M

    Claude 3, the next AI

    The only good thing about the NEW ATLAS articles is they link to actual information at the end. But before that you are exposed to their sensationalistic blather.
  7. M

    Diamond nanomembranes to change electronics?

    The title of that article is misleading. The press release from Fraunhofer is actually pretty interesting. They want to replace the current dielectric layer on heat sinks with a poly crystalline diamond membrane. I didn't know Fraunhofer had a US site based in Michigan...
  8. M

    Could thermocouples be the answer to heat and power challenges?

    The process described in the paper isn't exactly ready for mass production:
  9. M

    TSMC celebrates as Arizona hits key construction milestone on second fab!

    The article mentioned salaries for some of the work in Japan being 66% higher than nominal to entice workers. Sounds like even in Japan it takes more than appeals to honor to motivate the workers.
  10. M

    TSMC celebrates as Arizona hits key construction milestone on second fab!

    During the 2022-12-06 ceremony (to celebrate the first batch of state of-the-art semiconductor manufacturing equipment to arrive in TSMC Arizona), TSMC revealed six semiconductor tools which are designed to support production of leading-edge semiconductor process technology. Among these include...
  11. M

    Any thoughts on how the power grid will deal with AI

    Seems like thermoelectric generators aren't useful for these types of applications. https://en.wikipedia.org/wiki/Thermoelectric_generator
  12. M

    ASML reaches 'first light' milestone on first High NA EUV tool

    This is wrong. See IMEC info https://www.imec-int.com/en/press/imec-demonstrates-readiness-high-na-euv-patterning-ecosystem The first High-NA EUV scanner (TWINSCAN EXE:5000) has been assembled by ASML and the first wafers will be exposed soon. In the next few months, the joint imec-ASML...
  13. M

    ASML reaches 'first light' milestone on first High NA EUV tool

    The reduction in time by not doing things sequentially is worth the increased risk. It isn't like they could change the design anyways. This way they start learning sooner in Veldhoven and transfer the knowledge to Oregon.
  14. M

    SPIE 2024

    I'm not attending, but reading Chris Mack's blog about it. This caught my attention. "Gurpreet Singh of Intel described the use of DSA rectification combined with EUV to print 21 nm and 18 nm pitch patterns using what is called self-aligned litho-etch-litho-etch (SALELE, pronounced...
  15. M

    Any thoughts on how the power grid will deal with AI

    Is cogeneration the right term? "Cogeneration or combined heat and power is the use of a heat engine or power station to generate electricity and useful heat at the same time. Cogeneration is a more efficient use of fuel or heat, because otherwise-wasted heat from electricity generation is put...
  16. M

    Software Change increases speed and lowers power consumption

    link to the paper presented at a conference October 2023 paper
  17. M

    NVIDIA Corp (NVDA) Shatters Records with Q4 and Fiscal 2024 Earnings

    Looking at the past 20 years, Apple and Google both had periods when they were growing at 70% for a couple of years. It looks like Nvidia is now growing at that rate. They are recovering from a dip a year ago which resulted in the excess growth rates the past several quarters. Will be...
  18. M

    Intel Foundry Direct Connect Keynote (Replay)

    Not much content in this clip. I don't understand how Altman became so important. After 2 years at Stanford, he founded Loopt and raised a bunch of money. Sold it for a bunch of of money. If it had never existed, it wouldn't make any difference. Ran Y-combinator for several years. Raised...
  19. M

    NVIDIA Corp (NVDA) Shatters Records with Q4 and Fiscal 2024 Earnings

    Apple's highest annual revenue growth for a quarter was 190% in 2008. Not even close to Nvidia's growth rate now.
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