Semiconductors and all things Intel. Legacy verified. Freelance @tomshardware @SeekingAlpha @VentureBeat (LFW). https://xitter.cf/t.co/p0B1ljf2nP https://xitter.cf/t.co/aRV0H7XRzl
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So with all the news of tech journalists leaving to Intel (most recently @ryanshrout and this week @KyleBennett), here's the reverse: I am now a freelancer for Tom's Hardware. Thanks to @PaulyAlcorn for the opportunity. My first one: tomshardware.com/news/samsun…
witeken retweeted
Intel 18A Process Node Offers 25% Higher Frequency At ISO & 36% Lower Power At Same Frequency Versus Intel 3, Over 30% Density wccftech.com/intel-18a-proce…
wccftech.com/intel-18a-proce…
witeken retweeted
intel announce 2025 VLSI Symposium 18A vs intel 3 information (A)
1)When 0.75V , can provide 18% Speed same Power or provide -38% Power same Speed
2)When 1.1V , can Provide 25% Speed same Power or provide -36% Power same Speed
3)RibbonFET improves the design flexibility
witeken retweeted
Today’s reveal marks an important milestone made possible by the work of thousands of employees at Mobileye and Volkswagen. Volkswagen Commercial Vehicles and @MOIAmobility revealed today the production version of the Volkswagen ID. Buzz AD, the first production vehicle powered by Mobileye Drive™ autonomous technology.
Our innovative technology approach, which is designed from the ground up to emphasize volume, geography, and cost, plus Volkswagen and MOIA’s global assets and unique business model, is the right combination to deliver autonomous vehicles that improve safety and transit accessibility on a global scale.
Read more here: bit.ly/43YxTZv
witeken retweeted
Intel appoints sales and engineering leaders: intel.ly/3FSQcWF
witeken retweeted
At #Computex, we unveiled the extension of our GPU lineup, including new Intel Arc Pro-B Series GPUs with configurations tailored for #AI inference and professional workstations. Learn more: newsroom.intel.com/client-co…
witeken retweeted
$INTC IFS semi customers and how packaging will change the game
(Paywalled)
semiaccurate.com/2025/05/12/…
witeken retweeted
Intel is selling more Raptor Lake chips than Lunar Lake, seriously. (Intel's calling it a preference for "N-1" chips, which is a new kind of doublespeak.)
That's one of the big stories underlining Intel's disastrous earnings call Thursday.
pcworld.com/article/2763684/…
witeken retweeted
Intel unveiled its 2nd-gen software-defined vehicle SoC at Auto Shanghai 2025. Why is Intel Auto General Manager @JackWeastAD so excited about it?
“It has incredible capabilities that are going to deliver next-generation vehicle experiences as we bring the AI PC to the car.”
witeken retweeted
For me, just 3 things are critical for Intel 1Q'25 earnings.
1. Insufficient Intel 7 capacity to support the surge demand of Raptor Lake.
2. Insourcing ~70% of die area for PTL and more wafers back on Intel process for NVL.
3. Long term capital intensity to be ~25% as an IDM.
witeken retweeted
Q1 was a step in the right direction. Intel will continue to execute on its priorities with a disciplined and prudent approach while maximizing cost savings and capital efficiency.
More from Intel's Q1 2025 results: intel.ly/3RztMMh
ALT An infographic with highlights from Intel's Q1 2025 financial results: - Delivered revenue, gross margin, and EPS above guidance - Announced new CEO Lip-Bu Tan - Taking actions to drive better execution; reducing OpEx and CapEx targets - Unlocking value across non-core asses with agreement to sell majority stake in Altera and final close of NAND divestiture
N2 will deliver just 1.25x density on a 3 year cadence.
witeken retweeted
I'm all for making Intel technical again. Like spectacularly technical like they used to be.
intc.com/news-events/press-r…
witeken retweeted
Under CEO Lip-Bu Tan's leadership, Intel is taking steps to drive better execution and operational efficiency, listen to customers and make the changes needed to build the new Intel.
Learn more: intel.ly/3RATShY
ALT Quote from Intel CEO Lip-Bu Tan: "The first quarter was a step in the right direction, but there are no quick fixes as we work to get back on a path to gaining market share and driving sustainable growth. I am taking swift actions to drive beter execution and operational efficiency while empowering our engineers to create great products. We are going back to basics by listening to our customers and making the changes needed to build the new Intel."
"A14 will offer (...) more than 20% increase in logic density."
That's a 2.5 year cadence for a tiny increase in density.
TSMC finally discloses A14. A few interesting notes. One, highligting the value to smartphones. Two, bearing in mind one customer (monolithic designs) will absorb 70+% of these leading edge capacity/wafers for two years..
Intel will have leading edge available, for HPC and chiplets/dissaggregated design.
pr.tsmc.com/english/news/322…
"Among other important wins, notable achievements were an ADAS design win with a customer we haven’t had since 2016"
Tesla?
Today, Mobileye released its financial results for the three months ended in March 29, 2025.
Read more here: bit.ly/4jlURyB
witeken retweeted
At Auto Shanghai 2025, Intel debuted its 2nd-gen AI-enhanced software-defined vehicle SoC — automotive's first multi-process node chiplet architecture, delivering scalable performance, advanced AI and optimized cost efficiency for intelligent vehicles. intel.ly/4juechu
witeken retweeted
Before everybody freaks out on an Intel order for TSMC for Nova Lake: @PGelsinger announced this in its Q3 2024 earnings call.
“Nova Lake, we definitely have some SKUs that we're looking at continuing to leverage externally, but the large majority of Nova Lake and more of the additional tiles have come back in-house as well.”
$INTC $TSM
witeken retweeted
Rumor: Intel has placed 2nm orders to TSMC for next-generation compute chips (chiplets, or tiles), media report, now prepping for trial production in Hsinchu, Taiwan. Intel and TSMC both declined comment. Media speculate the 2nm tile will be the Nova Lake PC processor. Last year, Intel’s former CEO confirmed TSMC would manufacture the compute tiles of 2 processors, Lunar Lake and Arrow Lake, notebook and AI PC processors. (Both made on TSMC N3B) $TSM $INTC #semiconductors #NovaLake money.udn.com/money/story/56…
witeken retweeted
This is insane, in recent official statements, Intel claims that intel 18A provides perf per watt up to +15% against Intel 3. But this slide shows it can be up to +26%, which is the original 18A target…that’s almost 2-generation boost!
Some Technical Highlights 2025 VLSI
Intel 18A RibbonFET(GAA) and PowerVia(BSPDN)
- over 30% density scaling and a full node of performance improvement compared to Intel 3
IMEC Advanced Packaging
- frontside hybrid bonding 250nm pitch and backside through-dielectric vias to 120nm pitch
TSMC PMOS with Monolayer WSe2 Channel
Samsung Tungsten-doped Indium Oxide MOSFET with 3 Angstrom EOT
Samsung 9th Gen 1Tb 3D NAND
- 286-Layer. Bit density improved by 50% than previous gen.
Micron Ferroelectric NVDRAM
- x- and y-direction ptich 41nm. ferroelectric stack 5nm
- array operation voltage R/W at 1.4V
TSMC 0.75V Vdd Oxide-Semiconductor 1T1C
KAIST 4.8~9.6 mJ/frame NuVPU
- Nerual Video Codec with 36.9 TOPS/W
NVIDIA 77 fJ/bit 8Gbps D2D Link in 3nm
- Energy efficiency of 77fJ/b, 44Tbps/mm2 at 0.7V in 3nm process
University of Michiga 256-point FFT engine 0.71nJ, 1.53GS/s
TSMC 3nm FinFET 35.5Mbit/mm2
- HD 6T SRAM for mobile
- 3nm FinFET test chip 17% reduction in active energy 10% decrease in standby leakage
Intel 128Gb/s 0.67pJ/b PAM-4 in 18A
- 18A CMOS process integrated 128Gb/s DAC-based TX
- 0.67pJ/b bit efficiency, 0.75pJ/bit with the PLL
Full PDF is here: vlsisymposium.org/wp-content…
