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I
Drawing the line between "design" (front-end) and "implementation" (back-end) is not so easy nowadays, especially if you want a...
Mar 5, 2026
K
Apple is a different animal altogether. Total A-series + M-series SoC volume is about... 300 million units per year? And each SoC has...
Mar 5, 2026
K
We used Broadcom as a custom ASIC supplier in the past, they did all the design and dealt with packaging and testing and shipped...
Mar 5, 2026
I
All I can say is -- I'll believe it when I see it. Going by human beings, "understanding" the world is much more difficult than is often...
Mar 5, 2026
M
Exactly!
Side note: perhaps we should wait until Fab 52 is loaded to half of planned production capacity before we say 18A is ramped...
Mar 5, 2026
Apple is a different animal altogether. Total A-series + M-series SoC volume is about... 300 million units per year? And each SoC has...
Mar 5, 2026
K
Apple used ASIC service companies when they first started doing the iProducts but transitioned fully to internal development. Apple has...
Mar 5, 2026
Right, and what part of the chip did Broadcom actually do? Google does design, Broadcom does implementation. I remember working with...
Mar 5, 2026
I
Lack of fab capacity will get even worse if they succeed in attracting any decent-volume foundry business... ;-)
Mar 5, 2026
M
Since 2025 Intel has now got Panther Lake into mass production in 18A, which gives customers confidence that they can actually deliver...
Mar 5, 2026
I
Don't forget that there will be lots of chips out there with big names on them (like Google, or Meta, or many others...) which nobody...
Mar 5, 2026
I
But regardless of the model, the AI is still writing its own exam questions and marking its own answers -- because if humans were doing...
Mar 5, 2026
I
Since 2025 Intel has now got Panther Lake into mass production in 18A, which gives customers confidence that they can actually deliver...
Mar 5, 2026
I
The problem is that to fix hallucinations you have to know that you're having them, and the problem with AI is that nobody -- including...
Mar 5, 2026
M
This is true. but since 2025, do you think that IFS has improved its reputation with constraints, yield, costs, and Intel continuing to...
Mar 5, 2026
Like.
Apple is a different animal altogether. Total A-series + M-series SoC volume is about... 300 million units per year? And each SoC has...
Daniel Nenni reacted to blueone's post in the thread I'm having trouble understanding Broadcom's claimed AI revenue results and projections with