Compute
TSMC Will Have An AI Business Bigger Than All Of Intel Foundry
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
TSMC
Compute
Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs
The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …
Compute
Intel: I Was Lostry, But Now I Am Foundry
Pat Gelsinger, current chief executive officer at Intel and formerly the head of its Data Center Group as well as its chief technology officer, famously invented the tick-tock method of chip launches to bring some order and reason to the way the world’s largest chip maker – as it was in the mid-2000s – mitigated risk and spurred innovation in its products. …
Compute
TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT
There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …
Compute
TSMC Makes The Best Of A Tough Chip Situation
If you had to sum up the second half of 2022 and the first half of 2023 from the perspective of the semiconductor industry, it would be that we made too many CPUs for PCs, smartphones, and servers and we didn’t make enough GPUs for the datacenter. …
Compute
AI Is A Modest – But Important – Slice Of TSMC’s Business
Given the exorbitant demand for compute and networking for running Ai workloads and the dominance of Taiwan Semiconductor Manufacturing Co in making the compute engine chips and providing the complex packaging for them, you would think that the world’s largest foundry would be making money hands over fist in the second quarter. …
Compute
The Chips Are Down For TSMC, But Not For Long
Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …
Compute
The Highly Profitable Chip Making Monopoly Called TSMC
When Taiwan Semiconductor Manufacturing speaks, the datacenter sector of the IT industry listens because, with few exceptions, this foundry etches the compute, networking, and storage engines that power the datacenter. …
Compute
TSMC: The Leading Indicator For An Entire Industry
Taiwan Semiconductor Manufacturing Co is the world’s largest and most advanced producer of semiconductors, and is therefore a “bellwether” for the semiconductor industry and, in turn therefore, a leading indicator of the entire IT sector that depends so heavily on semiconductors as its key driver. …
AI
Graphcore Goes Full 3D With AI Chips
The 3D stacking of chips has been the subject of much speculation and innovation in the past decade, and we will be the first to admit that we have been mostly thinking about this as a way to cram more capacity into a given compute engine while at the same time getting components closer together along the Z axis and not just working in 2D anymore down on the X and Y axes. …