TSMC – 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!

Apple Corporate Logic TSMC

Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims

October 27, 2020January 10, 2021 Dylan Patel 35 Comments 3D SRAM, ICmasters, N5, N7, SRAM, Stacked SRAM, TSMC, Wafer Pricing

Our friends over at ICmasters have delved into the package of the Apple A14 Bionic. The die size has been