With Qualcomm also shifting all orders to TSMC I don’t really see a future for Samsung Foundry. It really looks like TSMC is getting all the orders from everyone. With Qualcomm gone they only have Tesla and Ambarella as major customers left.
Fabricated Knowledge just dropped an article on AMD’s earnings. And it’s a big OOF. The MI300 family only has 2-3 quarters to shine till Blackwell’s B100/B200/GB200 puts it into the ground and expectations on the buy side we’re that they’d get 5-6 billion in 2024. So they really aren’t getting a...
You can get those used and in good condition for 60-90 bucks. The problem with these processors is that it’s way too power hungry and does not perform as well. They just won’t capture any attention or sales in the wider world outside China and very, very poor African countries. There’s just far...
Honestly I’m leaning more to a January-February release. They just launched the M3 Air a month ago. They’ll probably want at least 9 months gap to get some sales out of the Airs.
There’s a pretty interesting post on SemiWiki on how Apple might use Advanced Packaging on the M4. https://semiwiki.com/forum/index.php?threads/tsmc-working-on-next-generation-chip-packaging-which-might-be-used-on-apple’s-m4-chip.20034/
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TSMC has reportedly secured four major clients for its...
Pretty interesting thread on SemiWiki about how Apple might use Advanced Semiconductor Packaging. https://semiwiki.com/forum/index.php?threads/tsmc-working-on-next-generation-chip-packaging-which-might-be-used-on-apple’s-m4-chip.20034/
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Apple will reportedly use SoIC with Hybrid molding...
TSMC has been prepared for this event for years. https://esg.tsmc.com/en/update/governance/caseStudy/1/index.html
https://www.asiafinancial.com/shock-absorbers-help-taiwan-chip-plants-avoid-quake-damage Also Asianometry made a great video on if TSMC and other semiconductor manufacturers got hit...
https://www.semianalysis.com/p/intel-genai-for-yield-tsmc-cfet-and Dylan and his team over at SemiAnalysis produced another banger with findings and research at International Electron Devices Meeting (IEDM) regarding the future of semiconductor manufacturing. Lots of fun stuff with transistor...
The A suffix stands for Automotive. It’s a specific node that’s hardened and ruggedized to last 20 years of -40 to 105c temperature range to meet AEC-100 standards. It also requires a far more stringent standard of defect reduction to meet IATF 16969 standard.
https://open.substack.com/pub/exploresemis/p/tsmcs-top-10203040-customers-who?r=reiiy&utm_medium=ios&utm_campaign=post If you guys would like to know about how much everyone is spending on TSMC Sravan Kundojjala sub stack has some great information on who’s the top 10 customers. He also has a...
Here’s SemiAnalysis coverage of the SRAM scaling issues, it appears that AMD’s V-Cache technology and Intel‘s Foveros are the only ones who could avoid the SRAM scaling barrier.
https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even
And here’s the paywalled part for additional context.
According to Bulidzoid not much, unless it’s a 30 amp power phase(which it is probably not). And especially if you’re not planning on doing any OC. Your 7700x will be well fed by those 17 phases.
well you asked and Skyjuice of Angstronomics fame delivered.
https://www.angstronomics.com/p/monolithic-sapphire-rapids
what a Colossal chip Intel has been constructing to finally have some presence in the HEDT/Workstation market.
And Wendell! man is it great that he’s going to all these events. He’s one of the best proponents of things going Linux and open source. It’s good that AMD has invited him to see what’s going on and getting hands on time with these CPU’s, he usually has one of the deepest insights in his...
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