May 2022 – SemiAnalysis

Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7?

May 26, 2022July 26, 2022 Dylan Patel 0 Comments

Die shot analysis shows 40% area reduction on identical structures from Intel 7 to Intel 4. Analysis on Redwood Cove and Crestmont architecture, Foveros Omni, Intel’s use of TSMC N3 in the GPU, and SOC/IO chiplets

Intel

Turning The Titanic – How Intel Is Using Software Acquisitions And Increased Accountability To Attempt To Save The Sinking Ship

May 18, 2022May 18, 2022 Dylan Patel 0 Comments

It’s no secret that Intel has some rocky years ahead with AMD, Nvidia, Marvell, and in-housing efforts from the likes

DRAM Logic Marvell Rambus

Marvell Acquires Tanzanite Silicon To Enable Composable Server Architectures Using CXL Based Memory Expansion And Pooling

May 13, 2022May 26, 2022 Dylan Patel 1 Comment

Marvell has acquired Tanzanite Silicon Solutions. We talk through the reason for this acquisition, specs of SLIC, and competitive landscape in the CXL Memory Accelerator space.