The annual @ieee_isscc#ISSCC22 conference is coming up next month and the presentation list is now live. Here are some of the talks I'm really looking forward to.
Session 2 is all CPUs, hoping to see if Intel says more about PVC and SPR 1/x
2/ This one is a bit out of left field. Intel is going to talk about ultra-low-voltage Bitcoin ASICs. The DS1 in this talk means there's going to be a demo of it (perhaps more than simulation work?)
3/ @tenstorrent is going to talk more about Wormhole, it's 3rd generation big 700mm2+ chip. Uses GDDR6 and 16 x 100 GbE for scale out - you can connect as many chips together in a 2D array to create the AI training chip you need with predicable on-chip/off-chip latency
4/ AMD going into details about the V-Cache implementation. Not sure how much new we'll get from this talk, but always hopeful. If they've deviated from TSMC's public offering, would be good to note.
5/ This one caught me by surprise. SK Hynix showing off their HBM3, using a 12-hi stack of 24 GB at almost 900 GB/s bandwidth per stack. That's almost 1 TB/s per stack of bandwidth. I'll take 6.
6/6 Last one, it's a doozy. Intel showcasing another design using Intel 4. This is a reconfigurable AES engine, so we're talking fractions of a mm2, so it's unclear if this is simulation work or actual in-silicon work. Hopefully a chip, to showcase Intel's use of EUV
• • •
Missing some Tweet in this thread? You can try to
force a refresh
➡️ Data Center $1.3b
- down 11% YoY
- up 2% QoQ
➡️Client $997m
- down 54% YoY
- up 35% QoQ
➡️Gaming $1.6b
- down 4% YoY
- down 10% QoQ
➡️Embedded $1.5b
- up 16% YoY
- down 7% QoQ
Overall strong results vs expectation, but operating loss of $20m, yet net income gain of $27m. A mix of weakness in some markets and good strength in others.
Also, $135m to expand adaptive computing research operations in Ireland.
So Data Center:
➡️ Revenue $1.3b
- lower 3rd Gen EPYC sales
-- Enterprise demand was soft
-- Cloud inventory was elevated
- But revenue up 2% QoQ
-- 4th Gen EPYC CPU sales doubled
-- offset a decline in adaptive SoC DC
- MI300A and MI300X are sampling to HPC, cloud, and AI