M1 Ultra Image
cor Image
Die to die 'ultrafusion'

Users silicon interposer. Twice the density of anything in the industry.

10000 links, 2.5 TB/s
4x bandwdith of leading edge Image
114 billion transistors ImageImage
800 GB/s DRAM bandwidth, 128 GB of unified memory ImageImage
16 performance cores, 4 efficient cores Image
64-core GPU Image
Fun comparisons ImageImageImageImage
GPU comparisons ImageImage
Overall Image
@dylan522p any idea what silicon interposer is being used?
One of the big things with M1 Ultra is going to be that GPU with 800 GB/s of bandwidth. Assuming the GPUs on each die can work collectively on a single task.

Actually, that's really important - can the GPUs work on a single task together? or is it an Xe Link scenario?
800GB/s is also not the real story. A single core can barely access 200 GB/s, so it's a collective effort to use that bandwidth
Announcing Mac Studio
The small one is Mac Studio. There's also Mac Studio display. Image
Guessing on price, Mac Studio probably starts at $4k ? More?
Single aluminium extrusion -
3.7-inch by 7.7-inch by 7.7-inch

Double sided blower
Custom circular power supply
Low impedance heatsink
'Barely hear it' for most workloads ImageImageImageImage
4 x TB ports
10 GbE RJ45
2 x Type-A
HDMI
2 x TB4 / Type-C 10 Gbps on front
SDXC port
Supports high impedance
Supports 5 x 4K displays ImageImage
CPU Performance ImageImage
GPU Performance ImageImage
Exact benchmarks likely to be on the website later
More CPU ImageImageImage
More GPU ImageImage
128 GB unified memory for GPU.

This'll be good for ML
8 TB of 7.4 GB/s SSD performance

No way to add extra though except through TB4 ports ImageImage
The specifications seem great.

The problem is that to take these pictures and do this tweet stream, I'm using custom scripts I've written using software that has no Mac counterpart.
and FWIW, this looks like a system crashed during Johny's section Image
I don't know what this means Image
Final specifications Image
Studio Display time.

Tilt and Vesa require a different stand. to buy Image
600 nits
5K retina, 14.7 MP
10-bit native
27-inch
Nano-texture option to minimize glare ImageImage
Has A13 Bionic inside Image
Comes with 12MP camera
3 mic array
six speakers for spatial audio

looks like two fans as well?
Does the A13 do noise cancellation? ImageImageImage
3 x 10 Gbps USB-C
1 x TB port, 96W power from monitor

Really needs two TB ports for daisy chain ImageImageImage
Sustainability Image
Pairs with an Mac Image
Spot the socket Image
as @bmastenbrook said, if there's an A13 inside the display, where's the apple tv+ support?
@bmastenbrook M1 Ultra Mac Studio starts at $3999.

CALLED IT

Studio Display at $1599 ImageImage
@bmastenbrook March 18th
And that's a wrap.

I've already seen a request for me to review it. I have zero contacts with Apple.

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More from @IanCutress

Dec 8
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. Image
#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? Image
#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. Image
Image
Read 10 tweets
Oct 31
$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% Image
➡️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 Image
Employee count, as of Sep 28, is at 124.1k - down 1200 from last quarter. Not quite the 15k announced quite yet. Image
Read 100 tweets
Oct 29
$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% Image
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.
Read 94 tweets
Jun 4
Another keynote at #computex: this time @intel CEO @PGelsinger will take the stage. A 🧵 Image
Will start in a few. But here are some @intel partners Image
@intel Drummin'
Read 48 tweets
Feb 21
Here at the @intel #ifs direct connect event. Keynote time! Image
Pat to the stage. He's been CEO for 3 years now Image
Restore the company noyce and Moore built. Time to rebuild western manufacturing. Today is a day in that mission. Image
Read 64 tweets
Dec 4, 2023
We need more storage. Let's ask ChatGPT and DALL-E to make the highest capacity hard drive even higher in capacity.

Stage 1. Fairly mundane. Image
Stage 2. Looks a little more steampunk. Image
Stage 3: This one has a built in wifi-card and flash. It even has the CE mark now, look. Image
Read 10 tweets

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