Recent content by Curious_Inquirer

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    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    AMD’s 3D V-Cache is their entire project with TSMC. As far as I know the only collaboration with Samsung is with their HBM on their MI300A/X products and PIM(Processing In Memory) on their Xilinx Versal Products.
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    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    There’s a rumor by Ming Chi Kuo that the Exynos 2500 has been cancelled due to low yields. Frankly terrible news for their foundry given they’re trying to get it off the ground. Edit: At this point TSMC has a complete monopoly on smartphone SOC’s
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    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    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.
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    News AMD 1Q2024 Earnings

    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...
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    Zhaoxin's ZX-F/KX-7000/KH-40000 and beyond

    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...
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    Discussion Apple Silicon SoC thread

    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.
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    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    Greater flexibility and higher memory bandwidth and lower latency due to it being packaged much closer to the logic chip.
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    Discussion Apple Silicon SoC thread

    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/ “ TSMC has reportedly secured four major clients for its...
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    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    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/ “ Apple will reportedly use SoIC with Hybrid molding...
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    News Earthquake in Taiwan

    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...
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    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    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...
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    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    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.
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    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    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...
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    Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

    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.