Expensive Surface’s 50W Chip Won’t Capture $300B Market
Please tell me how a 50W+ chip (or even 30W) in a $2k+ Windows Surface addresses a $300b TAM. Please tell me.
Same Chip, Different Bins: Temperature Dictates Design Limits
Industrial High-T chips exist for specific markets. From 0-105C to -40-150C. They get binned differently for reliability and to honour the warranty, but otherwise are the same chip as the consuner/enterprise grade. It's an electromigration test. Beyond that at extreme...
Huawei May Launch Kirin with 20‑30% Yield
Apple/Intel/Samsung typically want to get 80-90% yield before releasing a product. That includes all binning after final packaging. What's the bet that Huawei are willing to accept 20% or 30% for Kirin?
Intel EMIB Yields Near‑perfect, Cost‑effective Packaging
It's a function of package reticle size (and EMIB vs EMIB-T) , but the contacts I have at Intel say 'almost perfect' and 'never an issue'. It's also worth noting that once you make the emibs, you test for known good...
Glass Core Substrate Still Decades Away, Not Ready Yet
To echo what Cheese said, if you think glass core substrate is in Clearwater Forest, you have a screw loose/have the vaguest idea of how stuff works in semis. Glass core substrate is a 2030s+ technology. I'm serious. It took 10...
Frequent Travelers Need Multi‑entry Visas,
People of special skill, ie top athletes, TV stars, even influencers creating entertainment, have to obtain an O-1B visa, which are for single entry events. O-1B visas have a 92.7% acceptance rate. But you need a new one every time,...
SiTime CEO Forecasts Near Triple-Digit Growth After Renesas Acquisition
On the back of some stellar financial numbers this week, I sat down with @SiTimeCorp CEO Rajesh Vashist for an annual update on the $11b timing market, their recent Renesas clocks acquisition, and why they have near triple-digit growth. $SITM https://t.co/egnZjy5Im5...
Meta's NVL72 Achieves True 1:1 CPU‑GPU Ratio
Base GB200 NVL72 is 2 GPUs per CPU. Meta's custom Catalina NVL72, ➡️shown almost than a year ago at a public event, is 1:1. Some of y'all just missed the reason why, I guess.
Lisa
Lisa Su: "With loads and loads of agents, you could imagine more CPUs than GPUs." CALLED IT. I FRICKIN CALLED IT.
10% Utilization Cuts Rack Power to 45 kW
Hey, if that hardware is only operating 10% of the time, it means that 450 kilowatt rack only needs 45 kilowatts, right? right??
Lattice to Buy AMI for $1.65B, Targeting $200M 2026 Revenue
News: @latticesemi announced its agreement to acquire @ami_bios, aka American Megatrands, for $1.65b ($1b cash, $650m stock). AMI is expected to revenue $200m in 2026. Official PR: https://t.co/UUXittYx9j The whole Megatrends vs Megatrands debacle from @Patrick1Kennedy: https://t.co/n6IiHQsGg0
Optimized Tin Plasma Produces Clean 13.5 Nm
Spectra of blasting molten tin with a laser to get 13.5nm EUV. Plain ---------- after optimization. https://t.co/F5UYtHUbb5
Engineers Must Embrace Management to Amplify Impact
Slight disagree here. Sure everyone ends up promoted one level above their competency, but if there's enough mental fortitude and lack of ego, a demotion back to a core compency can be a life saver. But sometimes a world class...
AI Hardware Roadshow Highlights 2025 Milestones, 2026 Vision
At @Synopsys Converge this year, @Sallywf and I were invited to present our AI Hardware Show on the road (aka, the Roadshow) as an amuse bouche ahead of the CEO keynote. We discussed key milestones from 2025, and what we're...
Spot AI Writing by Its Short Pivot Sentences
How do I know you've used AI to write this? Phrases like... "But this is where context matters." It's the short 5-8 word sentences that attempt to pivot the feeling within the narrative. Usually followed up by a longer sentence listing two or...