Nvidia – SemiAnalysis

Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry

October 30, 2020January 10, 2021 Dylan Patel 1 Comment A14, AMD, Apple, Moore's Law, Nvidia, SRAM

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.

Logic Nvidia

Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem

August 21, 2020April 6, 2021 Dylan Patel 7 Comments Arm, Data center, Nvidia, Softbank

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.