Redfire75369’s avatarRedfire75369’s Twitter Archive

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  1. Semiconductor Capital Expenditure 2022: Pureplay Foundries: TSMC: 40-44B UMC: 3.0B GFS: 4.5B SMIC: 5.0B Memory Foundries: Micron: 11-12B SK Hynix: >11.12B Integrated Device Manufacturers: Intel: 25-28B Texas Instruments: 3.5B STMicro: 3.4-3.6B Infineon: 2.4B
  2. High resolution Alder Lake-S Die Shot: I believe this was sent to reviewers and it was on embargo till today. I'm not 100% sure. Resolution: 6950x3514 Link: 1drv.ms/u/s!ApJwjdCrzFEchWhNOJjFVlO3bab3
  3. There's a bunch of interesting pictures here of future products. Sapphire Rapids/HBM 1. Package 2. Substrate 3. Tiles cnet.com/pictures/a-look-inside-intels-mammoth-arizona-chipmaking-fab/
  4. Process Node Table/Graph Update: The major differences are regarding Intel 4, TSMC N6/N5, Samsung 4LPE and derivatives therein. There's a lot of other changes, but you'll have to compare them manually for that.
    oh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their API
  5. We now have pictures of the Ponte Vecchio package without the tiles on it, similar to Sapphire Rapids-HBM. 1. Ponte Vecchio Package 2. Sapphire Rapids-HBM Package nytimes.com/2022/04/08/technology/intel-chip-shortage.html
    oh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their API
  6. Data Center GPU Comparison H100 vs MI250X vs PVC
    oh my god twitter doesn’t include alt text from images in their API
  7. So... TSMC has settled on a 3-year cadence between N3 and N2. TSMC is probably the most complacent leading-edge logic foundry at this point I scoffed when Samsung said 2GAE was in 2025 and I'll do it again with TSMC as they've said N2 is in H2-2025.
  8. Frontier's MI250X is higher clocked as compared to those for the "regular market". They're clocked at 1.88 GHz for a total of 53.0 TFLOPs FP64 per OAM. For comparison, the regular MI250X is clocked at 1.7 GHz for a total of 47.9 TFLOPs FP64 per OAM.
  9. Process Node Table/Graph Update: TSMC N3 density from 1.7× to 1.6× relative to N5. (293 to 274 MTr/mm²). TSMC N7 density from 96.5 to 91.3 MTr/mm². Samsung 2GAE in 2025. Updated colours on graph to reflect company's brand colours.
    oh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their API
  10. My summary of Intel Architecture Day 2021 is finally complete! redfire75369.github.io/summaries/events/intel/architecture-day-2021
  11. Nvidia Data Center GPU MCM Approach: Composable On-Package Architecture (COPA) Divergence of HPC and DL GPUs by modifying I/O and cache, depending on the workload, using chiplets. (1/x)
    oh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their API
  12. …in reply to @Redfire75369
    Meteor Lake 1. Wafer 2. Test Chip 3. Test Chips 4. Packaging
    oh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their API
  13. Sapphire Rapids MCC Mesh Diagram: This is my interpretation of the die layout based on the die shot we have gotten. If you find anything wrong, bring it up. I've probably stared at this for too long and gotten tunnel vision.
    oh my god twitter doesn’t include alt text from images in their API
  14. …in reply to @david_schor
  15. WSJ: TSMC Looks to Build Multibillion-Dollar Chip Plant in Singapore I highly, HIGHLY doubt this... wsj.com/articles/tsmc-looks-to-build-multibillion-dollar-chip-plant-in-singapore-11652958840
  16. Of course, noone is going to call out AMD for this, so I guess I will. If it's +33% to +40%, why is your bar 3x taller? This is quite literally Intel-level marketing.
    oh my god twitter doesn’t include alt text from images in their API
  17. With the Biren and new Intel disclosures on their HPC/AI Data Center GPUs, the table of peak compute throughputs has been updated. I also added Xeon Phi, PEZY, NEC and Preferred Networks for no reason.
    oh my god twitter doesn’t include alt text from images in their API
  18. Today is my birthday! 🎂🎉⚡🎉🎂 My only wishes are for competition to keep raging and for WATTS to keep rising in the year ahead!
    oh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their API
  19. With 10000 nodes, Aurora has 2.80 EFLOPs of peak FP64 performance. That's 43MW purely on the CPU and GPU.
  20. AMD Navi III (RDNA 3) Navi 31: 12288 SPs, 48 WGPs, 12 SAs, 6 SEs Navi 32: 8192 SPs, 32 WGPs, 8 SAs, 4 SEs Navi 33: 4096 SPs, 16 WGPs, 4 SAs, 2 SEs t.co/h46ytpdifo
  21. …in reply to @nixcraft
    @nixcraft Holy C, of course, how could it be anything else?