SiliconFly
@Silicon_Fly
❤️ I + Silicon ❤️
Intel CEO Lip-Bu Tan as the Terminator! People: "Is Intel Dead?" Lip-Bu: "No. Terminated." Goodbye Intel 14A. We're gonna miss you! :'( To all the people who think 14A can still happen, here's something you should know. New customers sign-up only if they have confidence in the…
This is very interesting. but only if Intel 14A isn’t cancelled! 🧐
Jeff Pu stated in yesterday's note that Intel could secure orders for NVIDIA's low-end gaming GPUs and Apple's M-series chips on its 14A process. Do you think that's credible?
An interesting take on TSMC & ASML: Now that TSMC is pretty much a monopoly, rather than saying TSMC is ASML’s customer, it’s actually ASML is TSMC’s supplier. Even though they’re the same, the difference is huge! The roles have completely reversed. TSMC can exercise other…
"Without ASML, there would be no TSMC, and without TSMC, there would be no Nvidia."
💯 I’ve been saying the exact same thing. Lip-Bu has signed the death warrant for 14A. x.com/silicon_fly/st…
I hadn't thought of this... "With many companies having already ported some of their internal IP blocks from TSMC N3/N5 to Intel 18A, LBT publicly 'threatening' to scrap 14A is a very risky tactic... In a situation with such continuity risk, no one would want to complete their…
Looks like 18A+++++ 😳
$INTC Earning: 18A is a very long node.
Intel: Lip-Bu Letter to Employees - Fab 29 (Germany) is now officially gone for good. - 18A ramp is well underway. - 14A will be customer-centric. No more blank checks. - SMT is coming back (probably to DC only). - AI AI AI AI AI
Looks like @Intel CEO Lip-Bu Tan is going to revive SMT, says being without it is a competitive disadvantage. morethanmoore.substack.com/p/intel-ceo-le…
Some fun facts about Panther Lake P & E Cores: Lion Cove uses N3B HP lib and is 3.4 mm2 without L2. So, Cougar Cove on 18A HP lib would be roughly ~20% smaller than Lion Cove (approx). Similarly, Darkmont should be roughly ~20% smaller than Skymont (approx). This puts the core…
Intel Nova Lake SKUs config leak: (1) 52 core monster for extreme high MT. (2) bLLC parts for extreme gaming. (3) Higher than expected GB6 ST due to AVX10.2. (4) Additional ST due to APX. (5) More efficient than Arrow Lake. Even the lowly Nova Lake Ultra 5 300K comfortably…
Oh man! 🤦♂️
Nvidia CEO Jensen Huang on winning the AI race: "America's unique advantage that no country could possibly have is President Trump."
Intel Nova Lake AX Contrary to recent reports, NVL-AX may never launch. A reliable leaker (R*****) posted recently that it's on hold. Also, TechPowerUp mentions a (HXL) leak, which says AMD Medusa Halo may also never launch. Most of the current NVL-AX articles/reports/posts…