TechTechPotato | Manhandling NVIDIA's Biggest Competition @TechTechPotato | Uploaded December 2023 | Updated October 2024, 2 hours ago.
A big question in compute is who is going to challenge for NVIDIA's crown. Right now the team from the green is making more money than ever, so who can compete? AMD's bet is the MI300X, a chip the company recently launched at their event and I had the chance to play with it in person. We have speeds, feeds, and some rough benchmark numbers. AMD also claims to be making $2B in revenue on this chip alone in 2024.
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Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#amd #mi300x #gpu
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More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Baidu, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Supermicro, Tenstorrent, TSMC.
A big question in compute is who is going to challenge for NVIDIA's crown. Right now the team from the green is making more money than ever, so who can compete? AMD's bet is the MI300X, a chip the company recently launched at their event and I had the chance to play with it in person. We have speeds, feeds, and some rough benchmark numbers. AMD also claims to be making $2B in revenue on this chip alone in 2024.
-----------------------
Need POTATO merch? There's a chip for that!
merch.techtechpotato.com
more-moore.com : Sign up to the More Than Moore Newsletter
patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at twitter.com/IanCutress
Follow TechTechPotato on Twitter at twitter.com/TechTechPotato
If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : geni.us/AmazonUS-TTP
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Amazon CAN : geni.us/AmazonCAN-TTP
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Amazon Other : geni.us/TTPAmazonOther
Ending music: youtube.com/watch?v=2N0tmgau5E4
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#amd #mi300x #gpu
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Baidu, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Supermicro, Tenstorrent, TSMC.
![[18] Dr. Ann Kelleher, Intel Process Nodes](https://i.ytimg.com/vi/QbjIylf4yao/hqdefault.jpg "[18] Dr. Ann Kelleher, Intel Process Nodes
It’s somewhat of an understatement to say that Intel’s future roadmap on its process node development is one of the most aggressive in the history of semiconductor design. The company is promising to pump out process nodes quicker than we’ve ever seen, despite having gone through a recent development struggle. Even with CEO Pat Gelsinger promising more than ever before, it’s up to Intel’s Technology Development (TD) team to pick up the ball and run with it in innovative ways to make that happen. In charge of it all is Dr. Ann Kelleher, EVP and GM of Intel’s Technology Development, and on the back of some strong announcements last year we reached out for the chance to interview her regarding Intel’s strategy.
Written Version: https://www.anandtech.com/show/17243
[00:00] Cat Surprise
[00:24] Intro
[00:53] Q1: Journey Through Intel
[03:18] Q2: Transferable Skills
[06:42] Q3: TD vs R&D
[08:20] Q4: Research vs Pathfinding
[09:38] Q5: Intel Process Node Strategy Pivots
[14:27] Q5b: Gelsinger Era, or Kelleher Era?
[15:03] Q6: How Diverse Does Intel Need To Be
[16:26] Q7: Moving to Industry Standard IFS Tools
[19:27] Q8: Where to Install New Nodes
[21:05] Q9: Difficulties on 10nm
[23:29] Q10: Improvements on 10nm and Future Learnings
[25:04] Q11: Flexibility
[25:32] Q12: High-NA Development
[28:06] Q13: High-NA Installation
[28:52] Q14: Approach in developing long-life nodes
[30:23] Q15: Intel and DTCO
[31:22] Q16: Process Nodes and Being Open
[32:38] Q17: Non-Intel Partners for New Nodes
[33:31] Q18: AI Acceleration in EDA Tools
[35:12] Q19: Is Intels Investment Enough?
[35:50] Q20: Focus on Components Research
[36:29] Q21: Weirdest Element
[37:18] Cat Tax
Welcome to the TechTechPotato (c) Dr. Ian Cutress
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Intel Core i7-11700K (8C/16T): https://geni.us/SreZM
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#techtechpotato #intel #annkelleher")
![[31] Dr. Ann Kelleher, EVP Technology Development, Intel](https://i.ytimg.com/vi/SOY0Yh8y-5Q/hqdefault.jpg "[31] Dr. Ann Kelleher, EVP Technology Development, Intel
Intel recently opened Fab 34 in Ireland for mass production of the Intel 4 process - thats the one with EUV in it. As part of the opening event, I had a chance to sit down with Dr. Ann Kelleher, the EVP of Technology Development, who is in charge of the research and deployment of all of Intels new foundry technologies.
[00:00] Intro
[01:06] Has EUV development been as expected?
[01:49] Is Intel market-leading in EUV?
[02:14] Do cycle-time and cost come into node development?
[02:57] Intel 4 in Fab 34 - also Intel 3?
[03:09] What is the timeline for node transfer?
[04:10] How does that process transfer from Oregon?
[04:40] Was it seamless for Intel 4?
[05:11] Any changes in procedure for this transfer?
[05:50] How much of a tech transfer is moving the equipment?
[06:30] What makes Ireland a good place for Intel?
[07:31] How is Intel ensuring getting to market on time?
[08:41] Are the jumps from Intel 4 to Intel 3, or 20A to 18A, full nodes?
[09:29] Is Intel on track for 18A?
[10:32] What does a $1b pre-payment get you?
[10:55] Will Intel offer customized nodes?
[12:00] How are node focus points for GPUs different to CPUs?
[13:55] PowerVias - more than just frequency?
[14:41] Whats the key takeaway from the Fab 34 opening?
[15:17] What if Pat wants another 5 nodes in 4 years?
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Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #intel #interview
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Baidu, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Tenstorrent, TSMC.")
