Profitability in semiconductor industry
"The metric, the multi-year percentage change of semiconductor sales divided by the sum of capital expenditures over the same multi-year period, approaches zero approximately a year before an industry downturn " - Jim Bagley.
What will hoot in the night and flies through the cold breeze?You are so smart it is an OWL''!!!!!!!!!!!!!!!!!!!!!!!!!!'!!!!!!!!!!!Did you know owls are great hiders?Some hide in tiny burroughs.There are more than 155 spieces of owls.Owls can be small and big thier faces can be round or shaped like a heart.Owls can be lots of colors and lots shapes. Owls eat remains of birds ,they also eat the bones.Owls are the wisest animal on earth.Owl spieces are found all over the world.Owls can be seen in the dark.Owls sleep during the day and hunt in the night.
https://t.co/jWKIgdxTMI
— Fabricated Knowledge (@_fabknowledge_) June 15, 2022
"Chips have more than 50 miles of interconnect wiring" pic.twitter.com/MWygbcPseT
New ways to wire and integrate chips - A master Class from Applied Materials
Okay so i finally get it - Intel can leapfrog TSMC in process tech in 1H 2024 if they get Power Via working ASAP? And at that point there will be parity / even better features than TSMC. Presume TSMC will insert PBN in 2nm? Or will that be a 3+ node? Anyone familiar w/ 2nm
— Fabricated Knowledge (@_fabknowledge_) June 15, 2022
Note that the Crestmont (x4) cluster has exactly the same area as the Redwood Cove core. Sierra Forest to have 448 cores @LisaSpelman @SandraLRivera? Intel should finally give AMD/Arm some of their own medicine. pic.twitter.com/KYiF5IoQKx
— witeken (@witeken) June 12, 2022
High bandwidth memory stackable
GPU Domain Specialization via Composable On-Package Architecture
SM - Streaming Multiprocessors
MSM- Memory System Module
GPM - GPU Module
MC - Memory controllers
