Looks like @dylan522p ready to preset at #dac62
Going fast. Thisbnight be a slide show thread with minimal notes FYI.

Replacing copper with other stuff.

OK about to start. A 🧵 on the @nvidia keynote #computex2025

https://twitter.com/IanCutress/status/1924281329195380926

Prerequisites

Sat here ready for the @tenstorrent dev day keynote! I'm expecting @jimkxa to showcase what's new, a 🧵 It begins

Ready for @intel #vision keynote with new CEO Lip-Bu Tan? Lots of eyes on this one. Starts on the hour. A 🧵 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.

Keynote live tweet 🧵
It's all about tokens for @nvidia Companies and sponsors at #GTC2025

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.

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?

$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

$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.

Another keynote at #computex: this time @intel CEO @PGelsinger will take the stage. A 🧵 Will start in a few. But here are some @intel partners

Here at the @intel #ifs direct connect event. Keynote time! Pat to the stage. He's been CEO for 3 years now

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. Stage 2. Looks a little more steampunk.

Time for @qualcomm's #SnapdragonSummit! 🧵 Don to the stage

Here is @Intel Innovation, about to begin. Pat is doing sports. He's the AI CEO. #IntelInnovation a thread



@intel Intel is making AI accessible

$AMD 23Q2:

➡️ 2Q Rev $5.4b
- down 18% YoY
- flat QoQ
➡️ GM 46%, flat YoY

➡️ 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.

Here for @AMD DC event. Starts at 10am PT, follow this thread along with the stream!🧵

I expect to see @LisaSu, Mark Papermaster, Forrest Norrod, and Victor Peng on stage talking about #AI, #Bergamo, and #MI300

youtube.com/live/l3pe_qx95… I'm with these goobers!
@dylan522p @PaulyAlcorn @Patrick1Kennedy

At #ISC23, @intel's Jeff McVeigh going through AI-accelerated #hpc. Either AI helping reduce large problems, or AI hardware being used for reduced precision in HPC If you hadn't seen it, Intel's AI roadmap. Falcon Shores is the output of GPU+AI.

Here at @latticesemi's #analystday2023 at @Nasdaq, a 🧵! Talks from CEO @jranderson, CFO Sherri Luther, and CSO Esam Elashmawi.

Ran into these two goofballs too! @bobodtech @Krewell $lscc About to start

AMD Q1 2023 Financials 🧵

GAAP
Revenue YoY $5.353b, down 9%
Gross Profit $2.359b, down 16%
Gross Margin 44%, down 4pts
OpEx $2.514b, up 29%
Op Income $145m loss, down 115%
Op Margin -3%, down 19pts Non-GAAP YoY

Revenue $5.353b, down 9%
Gross Profit $2.675b, down 14%
Gross Margin 50%, down 3pts
OpEx $1.587b, up 18%
Op Income $1.098b, down 40%
Op Margin 21%, down 10 pts
EPS $0.60, down 47%

Live at #isscc is @AMD @LisaSu with the plenary talk @AMD @LisaSu Mainstream Server Performance - 2P SpecInt Rate. Includes AMD, Intel, Arm. Doubling every 2.4yrs.

$AMD @AMD Q4 2022 Financials

Quarterly:
➡️ Revenue $5.6 billion, up 16% YoY
➡️ Gross Margin 43%, down 7% YoY
➡️ Operating loss $149m, down $1.3b YoY
➡️ Operating margin -3%, down 28% YoY
➡️ Net Income $21m, down 98% YoY @AMD FY 2022:

➡️ Revenue $23.6b, up 44%
➡️ Gross Margin 45%, down 3%
➡️ Op Expenses $9.4b, up 120%
➡️ Op Income $1.2b, down 65%
➡️ EPS $0.84, down 67%