… But even with Intel trying to get its foundry act together – and there are hints that it is doing that – and Samsung getting better and better each year at manufacturing chips for others in its foundry, TSMC does not really have much in the way of competitive pressure. …
… This is, however, still less than half the profitability level of compute engine and network ASIC foundry Taiwan Semiconductor Manufacturing Co. But that just tells you that TSMC has a monopoly on the manufacturing of those devices in a way that Micron absolutely does not. …
… Aside from the yields on the mature Intel 7, Intel 4, and Intel 3 processes running ahead of schedule, and ditto for the much more important Intel 18A and Intel 14A processes that are the foundation of Intel’s own CPU business as well as its merchant foundry aspirations, most of the talk on the cal… …
… Our work in silicon wafer fabrication has been a key to IBM's success and will be critical to enable a broader quantum technology landscape that will reshape global innovation and economic competitiveness.” GlobalFoundries noted that “while the past decade of HPC has been defined by advanced-node C… …
… There also is work done in conjunction with the vendor’s foundry partner, Taiwan Semiconductor Manufacturing Co, to help reduce the power consumption and footprint of the chips as well as developing advanced power management capabilities and innovative I/O designs. …
… Google uses Broadcom to help chip shepherd the “Sunfish” TPU 8t through the TSMC foundry, but has not employed 3.5D XDSiP as far as we know. …
… Dell also is bringing Palantir’s Foundry and Artificial Intelligence Platform AIP and Reflection’s open source frontier models on premises through Dell AI Factory, and will provider SpaceXAI’s Grok reasoning and multimodal capabilities as AI assistants that can be deploy on premises or in a hybrid … …
… But the silicon wafers are not getting bigger at the same time that transistors are not getting dense enough fast enough, and whatever density and performance that Taiwan Semiconductor Manufacturing Co, Samsung, and Intel can bring to bear in their foundries, we are trapped on a 300 millimeter 12-i… …
… The hyperscalers and cloud builders can do this not only because they make money on advertising and media, but because they also need the kind of volumes that make it economical to design and manufacture a compute engine independent of an Intel, AMD, or Nvidia. …
… While lots of CPUs are getting pretty respectable inference performance as vector engines are sliced up into mixed precision units and as matrix engines are added to the architecture – IBM’s “Cirrus” Power10 chip and Intel’s “Sapphire Rapids” Xeon SP processor both have native matrix math engines o… …