From what I read SOCAMM has more I/O ports compared to LPCAMM. It has 694 I/O ports, more than LPCAMM's 644 I/O ports. There’s also supposed to be denser electrical wiring on the substrate module to connect the memory chips on substrate to the motherboard of the GB300. Nvidia is working with all...
Mediatek doesn’t have a global modem to offer to Apple probably only works in certain regions of the world. Also I don’t think even Samsung offers a global modem. And Apple designing their own modem was Critical to ensure their independence of Qualcomms painful margins and royalties. It was...
Here’s a great article on Apples modem.
https://open.substack.com/pub/irrationalanalysis/p/ceva-apple-modem-yolo?r=reiiy&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
The relevant section on the modem.
[1] Background on Apple C1 Modem
"This modem has been in development since 2019...
TSMC says that chiplet and later on 3D chip stacking is coming. Given that they make nearly all the mobile chips and is in constant communication and collaboration with their customers, I believe they have future sight on what is coming.
Edit: X is borked. Whenever I link a tweet in a thread it...
Yeah it’s completely obsolete even by zen2 and maybe zen+ standards. If they ever want to sell this out of China they need to price a laptop below 200$. They could probably get some sales in the African and southeast Asian regions where disposable income isn’t as high as other regions. Even then...
Yeah it was always 2026 when products come out in high volume. It’s only tapeouts that are done in 2025. Whenever TSMC announces that a node for example N2 would be ready in 2025 they are communicating to their customers(Nvidia,Apple,Qualcomm et al.) that it is ready for tapeout and risk...
Dylan Patel of SemiAnalysis on the rumors of Nvidia and Qualcomm moving some of their production to Samsung from TSMC.
https://x.com/dylan522p/status/1875961528861827212?s=61&t=6s7eyGwxMGt7pKMzBnBjmw
https://x.com/dylan522p/status/1875961531499979074?s=61&t=6s7eyGwxMGt7pKMzBnBjmw
Makes sense...
If this turns out to be true then stick a fork in it, Samsung Foundry is done. There’s no more hope in them. TSMC goes from an effective monopoly to an actual monopoly. We’ll be living in TSMC’s world in a few years time if Samsung and Intel don’t get their stuff together and actually deliver on...
To keep the flame going here’s the CoGS of wafers from the Foundries(excluding Intel and Samsung) it’s pretty insane how great TSMC is at controlling costs and make insane amounts of money per wafer. Of course it’s not all leading edge wafers. Plenty of >90nm wafers being produced by everyone...
AMD’s 3D V-Cache is their entire project with TSMC. As far as I know the only collaboration with Samsung is with their HBM on their MI300A/X products and PIM(Processing In Memory) on their Xilinx Versal Products.
There’s a rumor by Ming Chi Kuo that the Exynos 2500 has been cancelled due to low yields. Frankly terrible news for their foundry given they’re trying to get it off the ground.
Edit: At this point TSMC has a complete monopoly on smartphone SOC’s
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