Nvidia is a company with a ‘hammer’. Nvidia’s mobile offerings had great promise but too much of the power budget was allocated to the GPU. Great for handheld games but not mobile phones. Power matters and you have to use what the technology of the day gives you. ‘Heavy AI’ is apparently...
This is about die volume and extending capabilities at the lowest cost. The Max die is already fairly low volume. An ‘ultra die’ would not pay for the mask set. Extending Max into multi die packages can increase the die volume for the Max with a little packaging cost.
AMD covers from 8 to...
Nvidia has the cash flow to reserve capacity but the question will be yield. If they redesign for multi-die products they might be able to adopt a node earlier. However if they still want 700-800 mm2 die then they will probably still trail.
Not really. I think it is a good educated guess but I am not big on rumors. Apple has the need and a cost advantage so it makes sense that Apple would roll their own. Will it be by 2025, who knows? Educated guessing.
The margins for X86 CPUs and GPUs are fairly clear with both AMD and Nvidia using wafers from TSMC and reporting on gross margins. Intel’s transistor costs have just be broken out into a foundry line item to clarify their costs. Apple is buying enough wafers to get preferred status either at...
Back when Intel was late on 14 nm and they showed notional yield curves they had a footnote that the yield curves were aligned with HVM and the definition was 1 million die in a quarter. That is not many wafers. When I did the math that was less than a FOUP per day. Intel started with U and Y...
Apple is raking in ‘astronomical’ profits on the high volume but there gross margin actually dipped a bit in the last quarter from last year, from 43% to 42%. You know who else has good margins in computing, Microsoft, Intel and AMD. Microsoft gross margins on Windows has been close to 90%...
Not really. The main problem with Apple at the time of Jobs return was shrinking volume which is a death knell in computing. The candy colored iMacs, the agreement with Microsoft to continue developing software and the eventual shift to Intel processors is what saved the Mac business. Apple...
What is the source for this data, all I have seen officially from TSMC in there annual reports is there 10%+ customers, in other words Apple.
The Qualcomm data is not really that surprising. Qualcomm was the largest and only 10%+ customer of TSMCs when Apple was still at Samsung and they...
My speculation is that M processors will transition to MacBook Airs and iPads with the M Pro eventually being the lowest processor for the MacBook Pros when the ‘dust’ settles. The M in MacBook Pros for this generation may be an indicator of wafer limitations. The MacBook Air, iPad Pro and...
This isn’t engineers this is skilled craftsman. Here is a quote from ASML on installation of EUV.
Peter Wennink
Good question. We need to realize it. If you look at the reasons, predominantly the push-out had to do with fab readiness and that was basically driven by construction skills. And...
I think the chips aren’t delivered until INFO POP packaging is complete. Details of the contract and partial payment aren’t public. How much yield risk is their in packaging and has Apple accepted all that risk from TSMC?
I am not claiming any expertise here but I have always thought that Apple probably purchased DRAM PHY IP from either Synopsis or Cadence. As an extremely large purchaser they probably have some influence over the design but they aren’t doing it alone. Cadence has TSMC 5 nm PHY available...
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