Intel – SemiAnalysis

Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0

June 11, 2021June 11, 2021 Dylan Patel 0 Comments Barefoot, Barefoot Tofino, Co-packaged Optics, ICF, IDM 2.0, Intel, Intel Custom Foundry, Nvidia, Optical Trancievers, Photonic Engine, Silicon Photonics, TensTorrent, Tofinio 2, Wormhole

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!

Intel Logic

Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU

June 2, 2021June 2, 2021 Dylan Patel 0 Comments Argos, AV1, Custom Silicon, EDA, Google, H264, H265, Intel, Nvidia, Skylake, Taffel, VCU, VP9, YouTube

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!

Intel Logic

Intel Icelake Server Die Size & Floorplan Inefficiencies Revealed

November 12, 2020June 18, 2021 Dylan Patel 4 Comments 10nm, 38 Cores, 38C, 42 Cores, 42C, AMD, Graviton 3, H100, Icelake, Icelake server, Icelake SP, Milan, Nvidia H100

This post was based on the assumption that XCC would be 42C. It is now revealed to be 40C. The