The Tech Poutine #23: AMD's Moving to 2nm скачать в хорошем качестве

The Tech Poutine #23: AMD's Moving to 2nm

Lots of news this week ahead of the foundry events coming up. AMD's 2nm Venice, both AMD and NVIDIA building in Arizona, there's a new ChatGPT, and Lip-bu at Intel is shaking things up. 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/53981419... Timestamps: [00:00:00] - Pre-show [00:20:37] - The show starts [00:23:05] - AMD's 2nm CCD with TSMC [00:28:25] - Die yield calculator [00:40:50] - TSMC node roadmap [00:41:30] - Ian's TSMC roadmap [00:42:40] - Back to AMD news [00:46:00] - Die yields [00:47:12] - if Venice is next year, when is Ryzen Zen6? [00:48:50] - AMD has working dies from the TSMC Arizona fab [00:52:20] - Nvidia's US manufacturing news [00:53:00] - DKR - Doesn't TSMCs $100bn investment include Adv packaging? [00:57:20] - AMD GA's the Pensando Pollara 400 NICs [01:06:20] - Nima - AMD owns Xilinx, which owned solarflare, which made zero copy network cards before acquisition [01:07:20] - CHEESE'S RANT CORNER [01:14:50] - Captian_k - Nvidia's software is sublime on the Datacentre side [01:17:30] - Sponsor spot, midroll [01:21:05] - Intel's Leadership organisation shakeup [01:23:35] - Intel Promotes Sachin Katti to CTO and Chief AI officer [01:36:02] - DKR - Tan reportedly said in the memo that intel's biggest money making business the DCAI Group and CCG, they will now report directly to him [01:38:30] - Lip-Bu Tan's comments on previous organisational structures [01:41:25] - Is Lip-Bu Tan moving too fast? [01:43:12] - At a company the size of Intel, can one person adequately control it? [01:44:59] - Is it too late for Intel in AI hardware and should they move to software? [01:47:23] - Intel sells 51% of Altera to Silver Lake P.E firm [01:48:39] - Ian Brings up his Twitter [01:54:05] - New CEO of Altera [01:54:28] - Minor "Cavium" history lesson [01:55:31] - Back to Agilex [02:05:30] - TECH BOXERS! [02:06:05] - HBM4 has been ratified by JEDEC [02:11:40] - IAN's RANTY McRANT RANT [02:23:00] - Shuryukan - Early Access, good luck getting a patch [02:23:34] - ASML Made a lot of money again [02:25:50] - Shuryukan - Do ASML provide full chip manufacturing from start to finish or just partial? [02:27:25] - Joseph Albers - How does ASML grow in the future? [02:36:14] - The CHIPS Act piece on More Than Moore [02:38:08] - Back to the ASML graph [02:43:15] - Intel Knows it's Arc GPUs work worse on older CPUs (that aren't a bottleneck) [02:44:53] - Foldable colour E-ink e-reader [02:25:00] - Q&A [02:52:12] - Gunni's Q - "Foundry season, are we hunting Wafits? [02:52:45] - Ahmad Ali - Why are wafers circular? [02:54:16] - Fixed Function Q - They had Altera, Nervana, Habana and Centaur all in on AI and still fumbled it? [02:54:44] - IG Mant Q - Isn't Intel making bank on Altera, those FPGA boards are everywhere. [02:56:42] - Q What are your thoughts on the new Intel CTO pick? [03:04:30]ISH - Green Protagonist - Any future in GPU + Arm like Nvidia's custom SoC for the switch? [03:07:41] - Dragon Balls D - How much did AMD help TSMC with R&D? and do you really think they have a special relationship? [03:13:30] - J [not a professional] - are process node advancements beyond 4nm actually that significant compared to 14nm-10nm [03:14:17] - IMEC's node naming scheme [03:16:26] - J [not a professional] we're absolutely running up against quantum tunnelling limitations here, right? [03:21:13] - High Yield - Will you go to ITF world next month? [03:25:26] - Wrapping up