RetiredEngineer® @chiakokhua
Retired engineer and businessman. Singapore Joined October 2011-
Tweets30K
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I'm fairly puzzled by $NVDA skyrocketing. GenAI inference and fine-tuning will significantly outweigh GenAI training in overall compute. When it comes to inference and fine-tuning, NVIDIA's advantage in software won't hold much significance. They will inevitably have to face…
SCOOP: Beijing is holding back its required green light for mergers that involve American companies as a technology war with Washington intensifies. With @asafitch 🧵 wsj.com/articles/china…
MCR-DIMM (Intel) / HBDIMM (AMD) -> JEDEC MRDIMM MRDIMM Gen 1: Up to 8,800 Gbps MRDIMM Gen 2: Up to 12,800 Gbps MRDIMM Gen 3: Up to 17,600 Gbps
MCR-DIMM (Intel) / HBDIMM (AMD) -> JEDEC MRDIMM MRDIMM Gen 1: Up to 8,800 Gbps MRDIMM Gen 2: Up to 12,800 Gbps MRDIMM Gen 3: Up to 17,600 Gbps
DigiTimes: 2023 Outlook: Coming out of year of Black Swans, semiconductor industry likely to be less volatile in 2023 digitimes.com/news/a20221120…
DigiTimes: TSMC 3nm wafer price breaks $20,000. Expect price increase for iPhone 15, GPU,... digitimes.com.tw/tech/dt/n/shwn…
@chiakokhua An interesting chat with Forrest Norrod, AMD's man behind Epyc success. nextplatform.com/2022/10/03/the…
Mizuho on the pending ramps for $AMD's Genoa and $NVDA's H100.
While the protagonists of the sensational leaks are currently fighting among themselves and wrestling for the ultimate interpretative sovereignty of NVIDIA and AMD products, I grabbed a bag of virtual popcorn and first read along with amusement. #amd bit.ly/3QOsSIS
Former TSMC R&D chief expresses optimism as Samsung and Intel intensify competition #Chips #components #ICmanufacturing #Intel #R&D #Samsung #TSMC #DIGITIMES digitimes.com/news/a20220913…
Hah, just realized I crossed 10K followers!🤗 Honestly don’t think I deserve this, considering how much less active I’ve been in the last year or so. Thanks, everyone, for helping me reach this “milestone”.🙏😘
Pat G: “We expect that our data center business grows every year, as we go forward… We’re not keeping up with the overall total available market growth [read: we will continue to lose market share] until later in ’25-’26...” eetimes.com/intel-ceo-expe…
BREAKING | Apple to use TSMC's next 3-nm chip tech in iPhones, Macs next year s.nikkei.com/3QI2jVJ #Apple #TSMC #iPhone #Mac
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@chiakokhua Took a while, but that crystal ball of yours seems to be working fine still 😅 tomshardware.com/news/intel-to-…
I'm fairly puzzled by $NVDA skyrocketing. GenAI inference and fine-tuning will significantly outweigh GenAI training in overall compute. When it comes to inference and fine-tuning, NVIDIA's advantage in software won't hold much significance. They will inevitably have to face…
AMD Takes AI-M at Nvidia with MI300X, MI300A and MI300C youtu.be/L2KM-E9Ne84
This morning, I biked around TSMC headquarters and Fab 12, the most important site in the world. This is where 7nm, 5nm, and 3nm from TSMC were all developed. The scale is immense, and pictures don't do it justice. I have done the same with Intel D1, and Fab 12 puts it to shame.
Intel Emerald Rapids Backtracks on Chiplets – Design, Performance & Cost Competitive Analysis Considerations Sapphire Rapids Stealthy Redesign This is just the first of many much more in-depth reports on datacenter $INTC $AMD $AVGO $GOOGL $NVDA $AMZN $META semianalysis.com/p/intel-emeral…
@chiakokhua @Patrick1Kennedy @Qualcomm By the way, I do not expect ARM to be a merchant player per se but more likely a custom/semi-custom player - at least initially.
@chiakokhua @Patrick1Kennedy @Qualcomm Yes, plusses and minus on different approaches. Our thinking is pretty much on similar lines. Other factors also at play here. Ex: Ultimately, RISC-V is the main competitor. Current licensees could defect and ARM would be in a tougher spot then. Might as well own that piece now.
@EnerTuition @chiakokhua @Patrick1Kennedy @Qualcomm Problem here would be that they don't have great way to package cellular modems and the like well... Forcing the customer to goto Qualcomm anyhow if they want the best of those. Would make more sense to tackle server or other markets.
Hello you fine Internet folks, Today's article is on Zen 4's V-cache where we go over the bandwidth and latency of the V-cache along with looking at how it impacts certain programs and a comparison to Intel's Crystalwell. Hope y'all enjoy! chipsandcheese.com/2023/04/23/amd…
@chiakokhua It is happening?
Chip designer Arm makes its own advanced prototype semiconductor on.ft.com/43TJ4jT
Anyone wanna guess a ski resort in Colorado as a codename for the Zen 6 CCD?
Lol. Talk about market inefficiency. This great chat about investing has only 1,100 views. Didn't know it existed until just now. -> Unscripted with @jrichlive ft. Julie Young @juliey4 (Investor & Analyst) youtu.be/NcjDA-LIVMo
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My first 3D V-Cache CPU😋
I just got word from JEDEC on their plan for the mascot and theme song for MR-DIMMs
MCR-DIMM (Intel) / HBDIMM (AMD) -> JEDEC MRDIMM MRDIMM Gen 1: Up to 8,800 Gbps MRDIMM Gen 2: Up to 12,800 Gbps MRDIMM Gen 3: Up to 17,600 Gbps
@chiakokhua I understand. Dealing with future tech, it’s good to see it become public. Think MRDIMM as 1st tier and CXL memory as secondary
mister DIMM coming to your next gen server 😃
@phatal187 @SquashBionic Not really. My understanding is both AMD and Intel were working on very similar proposals, Intel with MCR-DIMM and AMD with HB-DIMM. Both submitted to JEDEC for standardization. The final, converged JEDEC standard is called MRDIMM.
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