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witeken @witeken

Semiconductors and all things Intel. Legacy verified. Freelance @tomshardware @SeekingAlpha @VentureBeat (LFW). https://t.co/p0B1ljf2nP https://t.co/aRV0H7XRzl Belgium Joined April 2010
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witeken Profile Picture

witeken @witeken

8 hours ago

These nodes don't just pop out of thin air out of nowhere. Bringing things like RibbonFET, PowerVia to market takes literally over a decade of R&D. So with Arrow Lake (20A) launching by the end of the year, Intel is right at the finish line of 5N4Y.

Bcannon2001 Profile Picture

A Hollow Knight @Bcannon2001

4 weeks ago

These nodes don't just pop out of thin air out of nowhere. Bringing things like RibbonFET, PowerVia to market takes literally over a decade of R&D. So with Arrow Lake (20A) launching by the end of the year, Intel is right at the finish line of 5N4Y.

witeken Profile Picture

witeken @witeken

8 hours ago

Yeah. It helps if you can sell your chip at $30k, more than an entire TSMC wafer. Also note Nvidia is (still) using a 5nm-class node, half a decade old now (mature, depreciated, high-yield). Instead, Intel's idea with PVC was to be the 7nm (I4) *lead* product. @glennklockwood

_fabknowledge_ Profile Picture

Fabricated Knowledge @_fabknowledge_

6 days ago

Yeah. It helps if you can sell your chip at $30k, more than an entire TSMC wafer. Also note Nvidia is (still) using a 5nm-class node, half a decade old now (mature, depreciated, high-yield). Instead, Intel's idea with PVC was to be the 7nm (I4) *lead* product. @glennklockwood

witeken retweeted
PatrickMoorhead Profile Picture

Patrick Moorhead @PatrickMoorhead

a day ago

@BenBajarin I’ve asked and so far, no one has sent me that electron microscope image that shows one 3nm transistor.

witeken retweeted
SemiAnalysis_ Profile Picture

SemiAnalysis @SemiAnalysis_

a day ago

6/6 - Intel’s proprietary wafer sort capabilities can offer single die sort as well as standard wafer sort. Single die benefit: faster to change temperature vs entire wafer. This is needed as wafer probing is completed at various different temperatures

witeken retweeted
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SemiAnalysis @SemiAnalysis_

a day ago

5/6 - Another interesting thing is this is the first time we have seen Intel publicly reveal package size limits for their various technologies. EMIB can go up to 6x reticle, and they want to achieve >8x reticle by 2028. Foveros today can go up to 4x reticle.

witeken retweeted
SemiAnalysis_ Profile Picture

SemiAnalysis @SemiAnalysis_

a day ago

4/6 - Intel believes TSMC was first to market with CoWoS and that’s why it is so dominant. IFS is working to get customers to redesign and requalify their packages for EMIB. See our Accelerator Model for more on IFS packaging wins. semianalysis.com/p/accelerator-…

witeken retweeted
SemiAnalysis_ Profile Picture

SemiAnalysis @SemiAnalysis_

a day ago

3/6 - While presenters were mostly from academia, Intel presented their advanced packaging roadmap. IFS believes EMIB is better than CoWoS in every way with better cost, yield and cycle time and can match even CoWoS-L on performance (we are skeptical).

witeken Profile Picture

witeken @witeken

9 hours ago

Pat Gelsinger literally fits in all of these categories. Truly the most underrated tech CEO out there. Like, give one other company that has ever managed to catch up (never mind regaining leadership) after falling behind on Moore's Law.

FromValue Profile Picture

From Growth To Value @FromValue

24 hours ago

Pat Gelsinger literally fits in all of these categories. Truly the most underrated tech CEO out there. Like, give one other company that has ever managed to catch up (never mind regaining leadership) after falling behind on Moore's Law. https://t.co/C7iMYMKkC4

witeken Profile Picture

witeken @witeken

9 hours ago

seekingalpha.com/article/468758… Free link: seekingalpha.com/article/468758…

witeken retweeted
gindi4711 Profile Picture

Gindi4711 @gindi4711

2 days ago

@handleym99 @witeken @aschilling What do you mean with "we dont know the area"? A14 is 11.8B transistors on 89.75mm² so 131Mtrans/mm² A17 is 19B transistors on 113.99mm² so 166.68Mtrans/mm² This is a 1.27x increase

witeken retweeted
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Tom's Hardware @tomshardware

2 days ago

MSI Claw claims up to 150% added performance from new BIOS and GPU driver updates — 28% improvement on average across 19 tested games trib.al/PkoYbum

witeken Profile Picture

witeken @witeken

a day ago

It seems Panther Lake won’t be another late Q4 product like Meteor and Arrow Lake.

witeken Profile Picture

witeken @witeken

a day ago

Can someone smarter than me opine about why NVIDIA (*and* everyone else) might still be gluing together reticle-limited chips when Cerebras has gone all-in on monolithic (beyond-reticle) wafer-scale chips?

glennklockwood Profile Picture

Glenn K. Lockwood @glennklockwood

6 days ago

Can someone smarter than me opine about why NVIDIA (*and* everyone else) might still be gluing together reticle-limited chips when Cerebras has gone all-in on monolithic (beyond-reticle) wafer-scale chips?

witeken Profile Picture

witeken @witeken

a day ago

No, but the magnitude might have. Surely no one was expecting a loss of $7B (on $18B revenue). Else then where were the tweets -before- the webinar.

PatrickMoorhead Profile Picture

Patrick Moorhead @PatrickMoorhead

4 weeks ago

No, but the magnitude might have. Surely no one was expecting a loss of $7B (on $18B revenue). Else then where were the tweets -before- the webinar.

witeken retweeted
intelnews Profile Picture

Intel News @intelnews

6 days ago

Intel is on track to regain process leadership next year. Learn more: intel.com/content/www/us…

witeken retweeted
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Daniel Newman @danielnewmanUV

6 days ago

Here we go @intel Q1 earnings are in. The quarter performance was better than expected but the drag after hours is the guide came in software on both revenue and EPS. Highlights for the quarter besides the beat on top and bottom was the strong 31% growth in the company's…

YahooFinance Profile Picture

Yahoo Finance @YahooFinance

6 days ago

Here we go @intel Q1 earnings are in. The quarter performance was better than expected but the drag after hours is the guide came in software on both revenue and EPS. Highlights for the quarter besides the beat on top and bottom was the strong 31% growth in the company's…

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