Here's @PGelsinger
His t-shirt says 'bringing geek back', but geek is in binary (doesn't say what encoding) #IntelON
He just mentioned it's ascii
#intelon is a 2 day event, developer focused, with *some* hardware
Now talking about transhumanism, using electronics to enhance the senses
IFS and IDM 2.0. Randir Thakur is here, already said hi.

Moore's Law is Alive and Well #IntelON
18A v0.3 PDK already in the hands of developers, first test chip coming off the line by end of year. #IntelON
Systems Foundry: wafers, packaging, software, chiplets #intelon
Pat reiterates his story that he helped usb standards and his daughter says 'thanks papa' when she inserts a usb stick
TSMC and Samsung videos about UCIe commitments
Scaling the university shuttle program for universities by 100x. (doesn't say what node). Access to latest EDA tools
Showcasing Arctic Sound (Intel Flex), Arc, SPR+HBM, and Ponte Vecchio #intelon
GPU pricing has gotten too high says @PGelsinger, and they coming Oct 12th. A770 at $329
Intel's Ethics AI Lead Architect, aged 18, started at Intel aged 14 #intelon Ria
#intelon Developer Cloud
Intel has made some games to showcase developer challenges #intelon removes hand coded cuda code and replaces it with oneapi. Replace FP32 with INT8 VNNI on 4th gen Xeon.
Announcing Intel ONDEMAND. Activate features on your Xeon CPU (?) They skipped over this slide
Announcing Geti for computer vision training, commercial availability Q4 #IntelON
Vision AI food management platform. Eliminate visual monitoring of food production. Uses RealSense (I thought that was mothballed?) #IntelON
How much salsa. Looks like needs more chips #intelon
Now talking about game QA and VDI
Running 8 game instances in VR using hybrid mode and hybrid core cpus
Intel Raptor Lake, Core i9-13900K, 5.8G, coming next month. Best gaming cpu. #intelon Best platform on the market, says pat. 6.0 GHz coming early next year.
50+ processors coming though the lifespan of 13th Gen
Samsung display to the stage
Slide able displays. Demo on show floor I think
Pat talking optical ethernet/USB #IntelON
On'package, removable silicon photonics. Oooh #IntelON
Pat says Ria will be Intel CEO in 30 years, at 48. Sounds like she could make waves as the youngest Intel CEO ever. #IntelON
Linus to the stage #intelon
That's a wrap for the keynote. #IntelON
I asking the Q&A about customers buying Intel chiplets and getting them packaged elsewhere
On graphics, Pat recommits to the 3 gpu family (integrated, discrete, enterprise) for the long run. #IntelON Next gens in rapid development. Intel will be there. @RajaXg adds comments.
Comments about foundry due to @TheKanter question: to be a player you have to have volume. Intel is all about volume customers. Lots of fab build out to match that. Questions about which customers will pivot, but still
Question on downtown, recession, and capex build. @PGelsinger speaks about managed risk, recessions only last few Q, not years, whereas fab built out takes years, product dev takes years. Can't be driven by near term financials. Still need to manage, but invest longterm #IntelON
Q from @markhachman about AI in the consumer space. @PGelsinger responds saying 'can't say much because meteor lake hasn't been launched'. Talks about bringing user experience and standards across all Intel platforms with diff optimization points

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More from @IanCutress

Mar 31
Ready for @intel #vision keynote with new CEO Lip-Bu Tan? Lots of eyes on this one. Starts on the hour. A 🧵 Image
Some initial thoughts. LBT has to show he understands the company. He needs to showcase where Intel stands in key markets, and identify the direction to go in. If Pat was the aspirational, LBT has to be the pragmatist, and show it.
He's only been the role a month. I'm not expecting any major announcements or immediate changes in Intel's direction right now. He has some time for that for sure. LBT has to show how sharp he is, where he's focused, and what matters most.
Read 36 tweets
Mar 18
Keynote live tweet 🧵
It's all about tokens for @nvidia
Companies and sponsors at #GTC2025 Image
Starts with GeForce. 25 years later, the latest GPUs are sold out. Image
Read 49 tweets
Feb 19
Sat in @ieee_isscc session 29: SRAM

1st paper: $TSM 38 Mb/mm2 N2 HD SRAM
2nd paper: $INTC 38 Mb/mm2 18A HD SRAM
3rd paper: @Mediatek 3nm TCAM
4th paper: @Synopsys 38 Mb/mm2 3nm HD SRAM

It's a battle royale.
@ieee_isscc @MediaTek @Synopsys Starting with $TSM. Here's the HD SRAM Density trend. 12% gain over N3. GAA helps a lot. Image
$TSM: The high performance HC SRAM has a density increase of 18%. 'Double pump' actually means what it means here. Benefits from DTCO Image
Read 37 tweets
Dec 8, 2024
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, 2024
$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, 2024
$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

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