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  1. M

    Nvidia inks order for 16,000 AI GPUs worth $500 million — Indian data center company seeks to own 32,000 Nvidia H100 and GH200 GPUs by 2025

    Yotta web site https://yotta.com/shakticloud/Why-Shakti.html
  2. M

    How is backside power really done?

    What a great post. Thanks. This is amazing "in some tests they thinned wafers until they hit the shallow trench isolation and they still got good device performance after annealing the wafer."
  3. M

    $90M CHIPS Act Funding To Spur Microchip Expansion In Colorado

    MicroChip isn't expanding to make F-35 parts. Fabs have been operating at this altitude for decades. Not an concern. "invest $880M to expand its silicon carbide (SiC) and silicon (Si) production capacity at its Colorado Springs, Colo. manufacturing facility over the next several years...
  4. M

    How is backside power really done?

    I liked this summary https://community.cadence.com/cadence_blogs_8/b/breakfast-bytes/posts/backside-power-delivery#:~:text=Fourth%2C%20backside%20power%20makes%20it,active%20and%20shared%20between%20cells.
  5. M

    Samsung targets chip fabs without human staff by 2030

    TSMC's new fab is in Arizona. Samsung's is in Texas. Both states have large Hispanic populations. It sounds like you are suggesting that if all training material was available in Spanish and the trainers were fluent in Spanish, then TSMC could stop by Home Depot's parking lot and staff up...
  6. M

    Will Silicon batteries be a major game changer?

    Electric trucks for port to warehouse should be relatively low hanging fruit
  7. M

    TSMC’s N3P to Enter Mass Production in the Second Half of Next Year, Rumored Inclusion of Tesla in Customer List

    Number of iphones sold per year is roughly 100X the number of teslas sold per year. Are the number of cutting edge chips per car enough to make Tesla's volume more than 10% that of apple?
  8. M

    U.S. wants to contain China's chip industry. This startup shows it won't be easy

    OPC is part of the work flow and is very important, but saying it is employed for design of chips seems like sloppy writing to me. Just me?
  9. M

    How China's chip production boomed in 2023 despite sanctions

    Was this pasted in from the techovedas.com link which wants to install a browser extension to view their "insights"? I'm sure some 200 mm fully depreciated lines are profitable, but I doubt there will be significant growth in 200 mm silicon foundry revenue.
  10. M

    Gelsinger to unseat TSM?

    Wish it wasn't behind a paywall...
  11. M

    Raimondo warns US chips push faces long delays in permit process

    Not everything takes so long. "Gigafactory Texas (also known as Giga Texas, Giga Austin, or Gigafactory 5) is an automotive manufacturing facility in Austin, Texas built by Tesla, Inc. Construction began in July 2020,[2] limited production of Model Y began before the end of 2021"
  12. M

    $999,999 salary

    This is listed in the LinkedIn job postings for 3 positions at Intel -TD Vice President & General Manager, Foundational IP Group -Vice President of Global Operations -Vice President, Data Center and AI, General Manager; Data Center AI Software and Solutions Caught my eye.
  13. M

    BAE Systems' New Hampshire computer chip plant the first to get funding from CHIPS law

    They have job openings for an ebeam process engineer and a process development engineer. An excerpt from the job description “develop next generation MMIC processes and optimize these processes for manufacturability. This includes advanced device and process development, new process...
  14. M

    Bid to Accelerate US Chips Projects Blocked by House Republicans

    Good lord
  15. M

    Japan's Rapidus beckons global semiconductor talents, TSMC must prevent brain drain

    They don’t
  16. M

    The US-China technology war is causing divisions in globalization! Liu Deyin warns: Global innovation will slow down

    Is Huida what the Taiwanese call NVIDIA?
  17. M

    The Automation of Everything, Running Dark

    The car rental experience at the Phoenix airport suggests that this day has not dawned yet.
  18. M

    An interview with Tom Caulfield and a second interview with Ann Kelleher

    The title for the Tom Caulfield interview is ridiculous, so I expected the content to be terrible. I actually found it to be decent. Questions like Dan suggested would have been good, but this isn't hard hitting journalism. Does GF have enough business for their enhanced legacy nodes, and are...
  19. M

    ASML says Decoupling Chip Supply Chain is Practically Impossible

    As I understood it, the ASML exec was using decoupling to mean having all suppliers within a single country. So for ASML that would mean replicating Zeiss-Germany and Cymer-USA in the Netherlands. That will be difficult and expensive.
  20. M

    Intel's biggest mistake, Gelsinger is WRONG

    When ex Intel manager came into the company I was working at and started with the paranoia is required talk, I insisted on using vigilance as an alternative.
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