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Qualcomm has hit a home run with the Cloud AI 100 because they truly understand the hardware and software co-design required in the AI space.
According to SemiAnalysis, this combo has landed Qualcomm a Super 7 Hyperscaler win in addition to a myriad of wins in the edge market.
Intel is struggling against TSMC, AMD, Apple, Nvidia, Amazon, etc.
They have a potential ace which would allow them to remain at the heart of datacenter and force industry dependency.
Co-packaged silicon photonics is Intel’s Trojan Horse into the foundry business!
Google’s New Custom Argos Silicon Replaces 10 Million Intel CPUs! The Argos VPU allows them to enable VP9 across all of their services. In the process of building this chip, Google even created their own EDA tool called Taffel!
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Nvidia has beat earnings expectations yet again on the backs of datacenter and gaming lines. They crushed investors expectations with healthy growth in every sector, but a deeper look reveals some potential concerns.
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SemiAnalysis total phone sales projections for the year have dropped by roughly 50 million units! Not everything is peachy keen in the year 2021, for the darling semiconductor industry.
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This post was based on the assumption that XCC would be 42C. It is now revealed to be 40C. The
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Despite TSMC’s claims of a 1.35x shrink on SRAM, Apple’s system cache has only shrunk 1.22x. This has far reaching implications for the industry.
Designers cannot use increased LLC sizes as a crutch forever given N5’s 1.35x SRAM shrink and N3’s paltry 1.2x.
Our friends over at ICmasters have delved into the package of the Apple A14 Bionic. The die size has been
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iFixit’s teardown of the iPhone 12 has revealed that there are 3 mmWave antenna modules built by USI. USI is a Shanghai based SiP design and manufacturing company. This would be their first design win in the space. Apple ditching Qualcomm on this component despite using the rest of the Qualcomm X55 5G Modem RF system is quite the shocker. To emphasize the magnitude of this design win, every US phone shipment which included 5G mmWave to date has used antennas from Qualcomm.
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Over time, Jensen Huang will muscle out other Arm vendors supplementing them with Nvidia’s in-house designs. The open Arm ecosystem will be hijacked, and be replaced with a closed off ecosystem rivaling or exceeding that of Intel and AMD.
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