This is how a competitive chip market is supposed to look, and this is how a competitive chip maker recovers from faults, competes against a seemingly unassailable foe, and then rides up the revenue and income curves to be able to invest in the future and profit from the present. …
If the HPC and AI markets need anything right now, it is not more compute but rather more memory capacity at a very high bandwidth. …
Back in March, when we wrote up Intel’s Integrated Device Manufacturing 2.0 strategy put forth in the vaguest of terms by then-new chief executive officer Pat Gelsinger, we quipped that Intel might be wishing as it launches Intel Foundry Services that it had some of its older fabs around with which to build a client base. …
There are some features in any architecture that are essential, foundational, and non-negotiable. …
In a world where Moore’s Law is slowing and hardware has to be increasingly co-designed with the system software stack and the applications that run above it, the matrix of possible combinations of hardware is getting wider and deeper. …
The tight linkage between chip designs and chip manufacturing processes has caused its share of havoc in the IT sector, and it is getting worse as Moore’s Law has slowed and Dennard scaling died a decade ago. …
Moore’s Law is not just a simple rule of thumb about transistor counts, it’s an economic, technical, and developmental force—and one strong enough to push some of the largest chipmakers to future-proof architectural approaches. …
Designing a great CPU or GPU, or even an FPGA or a custom ASIC like a switch or router chip, is an important aspect of creating ever-more-powerful systems. …
The top brass at FPGA maker Xilinx are not hosting calls with Wall Street because of the pending $35 billion acquisition of the company by AMD, so we are left to get our own insight out of the financial report and accompanying statement that Xilinx has released for its latest quarterly results. …
What Intel calls “cloud digestion” as the cause of the massive pullback in spending in its Data Center Group is looking more and more like a case of “Epyc indigestion” for Intel, not for the hyperscalers and cloud builders. …
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