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oak8292
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oak8292
replied to the thread
Discussion
Apple Silicon SoC thread
.
Nvidia is a company with a ‘hammer’. Nvidia’s mobile offerings had great promise but too much of the power budget was allocated to the...
Jun 2, 2024
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oak8292
replied to the thread
Discussion
M2 Ultra packaging — nothing novel right?
.
This is about die volume and extending capabilities at the lowest cost. The Max die is already fairly low volume. An ‘ultra die’ would...
May 26, 2024
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oak8292
replied to the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
.
Nvidia has the cash flow to reserve capacity but the question will be yield. If they redesign for multi-die products they might be able...
May 23, 2024
O
oak8292
replied to the thread
Discussion
Apple Silicon SoC thread
.
Not really. I think it is a good educated guess but I am not big on rumors. Apple has the need and a cost advantage so it makes sense...
May 7, 2024
O
oak8292
replied to the thread
Discussion
Apple Silicon SoC thread
.
The margins for X86 CPUs and GPUs are fairly clear with both AMD and Nvidia using wafers from TSMC and reporting on gross margins...
May 6, 2024
O
oak8292
replied to the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
.
Back when Intel was late on 14 nm and they showed notional yield curves they had a footnote that the yield curves were aligned with HVM...
Apr 8, 2024
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