#VLSI22 pt1:
Intel 4 update:

EUV + FinFet
50nm gate pitch
30nm fin pitch
40nm min metal pitch
16 metal layers
Enhanced Copper at lower layers for lower line resistance
8 VT options (4N+4P)

Claims of 2x area scaling of HP logic library, plus +20% perf at iso-power over Intel 7.
#VLSI22 Thread Part 2:
Also from Intel, Low power 6T SRAM on Intel 4:

Old 6T design:
5.8x power at 23.8 Mb/mm2
Old 8T design:
1.0x power at 13.7 Mb/mm2
New 6T design:
1.03x power at 19.4 Mb/mm2

TL;DR can now offer low power SRAM at better density. No word on latency
#VLSI22 Thread Part 3:

@IBM demonstrates 216Gb/s PAM8 with 288 mW power consumption on 4nm FinFET.
#VLSI22 Thread Part 4:

TSMC showcase Bismuth-assisted fabrication of high-perf WS2 monolayer transistor deposition via CVD. A 2-inch section of a 4-inch SiNx wafer with Sb/Au contacts.

Aka 2D transistors still in research phase.
Just to add here, this is a continuation of the Bismuth paper from last year that *STILL TO THIS DAY* gets misquoted as '1nm transistor paper'. It's not. It was nothing to do with 1nm transistors. It was all to do with parts of a transistor working together. Read the damn thing.

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More from @IanCutress

May 3
$AMD Q1 2022 Q&A Thread.

Q: Lot going on macro. 54-55% organic growth in 1Q. Puts and Takes? Supply? Server?
A: Strong Q1, lots going on. Strength in Q1 was broad - gain share in server, bring supply online, strong semi and C&G. Softness in PC, but shift mix ASP to premium. Into Q2, lots in play, but managed supply well, work with customers. Xilinx has high demand
Q: FY22 Guidance - expect upside over 31% organic growth? View on DC Capex and PC? AMD is being conservative in PC?
Read 49 tweets
May 3
$AMD Q1 2022, without Xilinx:

Revenue: $5.3b
⬆ 55% YoY
⬆ 10% QoQ
Gross Margin 51%
⬆ 4.8% YoY
⬆ 0.6% QoQ

$AMD inc $XLNX

Revenue: $5.9b
⬆ 71% YoY
⬆ 22% QoQ
Gross Margin 48%
⬆ 1.9% YoY
⬇ 2.4% QoQ
$AMD Q1 2022:

⬆ +109% YoY Cash + equiv ($6.5b)
⬆ +69% YoY Accounts Receivable ($3.7b)
⬆ +47% Inventories ($2.4b)
⬆ +477% Total Debt ($1.8b)
$AMD

Outlook Q2 2022:
Revenue $6.5b +/- $200m
Gross Margin 54%

Outlook FY 2022:
Revenue $26.3b, ⬆ 60% YoY
Gross Margin 54%
Read 5 tweets
Apr 4
It's great that Arc supports AV1 encode. But to say its great for streaming right away is not quite right.

No streaming service currently deals with a direct AV1 streaming upload iirc. We're still a few quarters (up to 2yrs+) away from that. Correct me if I'm wrong. 1/
2/ Netflix can deliver AV1 for your decode.
YouTube can deliver AV1 for your decode.
You can upload pre-recorded to YouTube in AV1.
You can't stream to YouTube in AV1.
You can't stream to twitch in AV1.
Again, correct me if I'm wrong, but Intel said this in briefings.
3/ Even if you record in AV1 offline to upload later, YouTube doesn't yet use dedicated AV1 hardware to process (wait for VCU2?).

So your AV1 pre-recorded video takes longer to convert on their backend. Only useful if you have upload limits or are hitting upload limits.
Read 8 tweets
Mar 15
Intel EU Announcement Webcast is starting. #tweetthread
Intel's supply chain and manufacturing in EU
Read 46 tweets
Mar 13
Story time! So yesterday a courier dropped off a package which was meant for next door. I accepted it, put it in the hallway, and notice it had the massive logo from my previous employer, Future. I thought it was odd, but I messaged my neighbour to collect it when they're in /1
2/ Neighbour comes over later today, I mention I left the company two weeks ago, and she says that she's just left the company too! The box was to put all the computer hardware in and send back. Turns out the company she worked for had been acquired by Future back in November
3/ So technically my neighbour and I worked at the same company for 4 months without realising. She had left because they cut the team from 12 down to 4, but also increased the workload. Found a better offer elsewhere.
Read 5 tweets
Mar 8
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
Read 42 tweets

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