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
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Short Course 1 from #iedm24 today. TSMC giving some detail about the state of the industry. Some highlights.
#1 3D Stacking is expected to go to 3 micron pitch by 2027.
#2 A16-based AI accelerators in 2027 with CoWoS-L and 12xHBM4. But even those 2025/2026 designs look cool - six compute die, 12xHBM3e. Next gen MI400 from AMD maybe?
#3 WiFi 8 to show life in 2027/2028. WiFi 8 at 10 Gbps may need as much as 30 TOPs and TSMC N4 to achieve peak perf. Could do it in N16, but big chip with lots of power.
Sucks that still so much WiFi 4 will still be being installed.
$INTC margins crater for 2024 Q3.
DCAI/NEX up, rest down 🧵
vs 23Q3
💵 Revenue $13.3b, down 6% (Guide 13b)
📈 Gross Margin 15% GAAP, down 27.5pp (Guide 34.5)
💰 Net Income -$16.6b, down from $0.3b
🪙 EPS -$3.88, down from $0.07
Outlook:
💵 Revenue $13.8b, +- $500m
📈 GM 36.5%
➡️Foundry $4.35b, down 8% from $4.83b
➡️DCAI $3.35b, up 9% from $3.08b
➡️CCG $7.33b, down 7% from $7.87b
➡️NEX $1.51b, up 4% from $1.45b
➡️Altera $0.41b, down 44% from $0.74b
➡️MBLY $0.48b, down 8% from $0.53b
Employee count, as of Sep 28, is at 124.1k - down 1200 from last quarter. Not quite the 15k announced quite yet.
$AMD hits a record quarter for 2024 Q3. Their best ever. 🧵
💵 Revenue $6.819b, up 18% YoY
📈 Gross Margin 54%/50%, up 3pp YoY
💰 Op Income $724m, up from 224m
🪙 EPS $0.47, up 161%
Outlook:
💵 Revenue $7.5b, +- $300m
📈 GM 54%
Datacenter - EPYC, Instinct
➡️ Revenue $3.549b, up 122% YoY from $1.598b
➡️ Operating Income $1.041b, up from $0.306b
➡️ Operating Margin 29% , up from 19% YoY
Launched Turin, MI325X. Strong cloud pickup on MI300X, announced the acquisition of ZT Systems.
Client - Ryzen, Ryzen AI
➡️Revenue $1.881b, up 29% YoY from $1.453b
➡️Operating Income is $276m, up from $140m YoY
➡️Operating Margin is 15%, up from 10% YoY
New Ryzen AI 300 mobile devices, ramped Ryzen 9000 desktop, X3D due 7th Nov.