TechTechPotato | New Intel Fabs in Germany: 2027 @TechTechPotato | Uploaded March 2022 | Updated October 2024, 3 minutes ago.
Intel is set to invest 'up to' 80 billion euros in Europe over the next 10 years. Permits permitting, and also depending on getting some of that EU Chips Act money.
[0:00] High Chip Demand
[0:51] Intel Title Card
[0:57] Home Grown, except when there's a Chips Act
[2:16] EU with 20% Semi Production
[3:00] Leading Edge in Europe
[3:27] Two New Fabs in Germany
[4:07] Silicon Junction
[5:02] Jobs Jobs Jobs
[5:32] Expansion of Fab 34
[6:22] Back-End Fab in Italy
[7:29] R&D Hub in France
[8:10] IFS Hub in France
[8:45] 50% Lab in Poland
[8:55] Zettascale in Spain
[9:47] Leading R&D EU Companies
[10:28] 80 Billion Euros
[11:48] It's Time for Chips
[13:20] Empty Shell of Tools
[14:24] Posturing for Money
[15:03] Financial Support
[15:17] What's Good, What's Bad
[15:49] Cat Tax
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst
Patreon helps support this channel: patreon.com/TechTechPotato
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Intel Core i7-11700K (8C/16T): geni.us/SreZM
Intel Core i5-11600K (6C/12T): geni.us/T4WG
Intel Core i5-11400F (6C/12T): geni.us/6UISblx
AMD Ryzen 9 5950X (16C/32T): geni.us/5950X
AMD Ryzen 9 5900X (12C/24T): geni.us/5900X
AMD Ryzen 7 5800X (8C/16T): geni.us/5800X
AMD Ryzen 5 5600X (6C/12T): geni.us/5600X
Intel Core i9-10900K (10C/20T): geni.us/Bench2020-10900k
Intel Core i7-10700K (8C/16T): geni.us/Bench2020-10700K
AMD Ryzen 9 3950X (16C/32T): geni.us/Bench2020-3950x
AMD Ryzen 7 3700X (8C/16T): geni.us/Bench2020-3700x
AMD Ryzen 5 3600 (6C/12T): geni.us/d08ThJ4
Follow Ian on Twitter at twitter.com/IanCutress
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#techtechpotato #intel #magdeberg
Intel is set to invest 'up to' 80 billion euros in Europe over the next 10 years. Permits permitting, and also depending on getting some of that EU Chips Act money.
[0:00] High Chip Demand
[0:51] Intel Title Card
[0:57] Home Grown, except when there's a Chips Act
[2:16] EU with 20% Semi Production
[3:00] Leading Edge in Europe
[3:27] Two New Fabs in Germany
[4:07] Silicon Junction
[5:02] Jobs Jobs Jobs
[5:32] Expansion of Fab 34
[6:22] Back-End Fab in Italy
[7:29] R&D Hub in France
[8:10] IFS Hub in France
[8:45] 50% Lab in Poland
[8:55] Zettascale in Spain
[9:47] Leading R&D EU Companies
[10:28] 80 Billion Euros
[11:48] It's Time for Chips
[13:20] Empty Shell of Tools
[14:24] Posturing for Money
[15:03] Financial Support
[15:17] What's Good, What's Bad
[15:49] Cat Tax
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst
Patreon helps support this channel: patreon.com/TechTechPotato
Join the TechTechPotato Discord! All we ask is you sign up for Patreon for as little as $1.50 a month and your account will be linked - it only has to happen once, and then you can cancel if you wish. Come chat and hang out!
Support the channel by hitting that subscribe button, or using our Amazon affiliate link. Please note that TTP may receive a commission if you purchase anything through these links
Intel Core i7-11700K (8C/16T): geni.us/SreZM
Intel Core i5-11600K (6C/12T): geni.us/T4WG
Intel Core i5-11400F (6C/12T): geni.us/6UISblx
AMD Ryzen 9 5950X (16C/32T): geni.us/5950X
AMD Ryzen 9 5900X (12C/24T): geni.us/5900X
AMD Ryzen 7 5800X (8C/16T): geni.us/5800X
AMD Ryzen 5 5600X (6C/12T): geni.us/5600X
Intel Core i9-10900K (10C/20T): geni.us/Bench2020-10900k
Intel Core i7-10700K (8C/16T): geni.us/Bench2020-10700K
AMD Ryzen 9 3950X (16C/32T): geni.us/Bench2020-3950x
AMD Ryzen 7 3700X (8C/16T): geni.us/Bench2020-3700x
AMD Ryzen 5 3600 (6C/12T): geni.us/d08ThJ4
Follow Ian on Twitter at twitter.com/IanCutress
Follow TechTechPotato on Twitter at twitter.com/TechTechPotato
#techtechpotato #intel #magdeberg
![[34] Ian Interviews Aart de Geus, Synopsys](https://i.ytimg.com/vi/beLKPMzhNsc/hqdefault.jpg "[34] Ian Interviews Aart de Geus, Synopsys
I managed to catch up with Aart in December 2023, just before the handover, for his final on-camera interview as CEO. In this interview, we cover the industry highlights over the years – the growth of chips and EDA, the cycle of performance and efficiency, the systemic complexity of 2D and 3D chip design, the role of machine learning, and finally the handover to the new CEO.
[00:00] Intro
[00:30] Big moves in EDA
[03:16] Did you imagine EDA would get this big?
[05:51] How has the attitude to chip design changed?
[10:38] Were trying chiplets again?
[12:41] What does software need for vertical stacking?
[14:15] Ideas: from internal or from customers?
[15:16] How has Synopsys integrated ML into EDA?
[20:26] ML vs abstraction in EDA
[23:01] EDA is expensive?
[28:00] Proliferation of Semi CEOs
[31:30] Stepping down as Synopsys CEO
[35:05] Advice for the new CEO?
[35:58] The Future of Synopsys
Need POTATO merch? Theres a chip for that!
http://merch.techtechpotato.com
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https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If youre 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 : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
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 #synopsys #aartdegeus
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, Applied Materials, Armari, Baidu, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, NVIDIA, ProteanTecs, Qualcomm, SiFive, Supermicro, Tenstorrent, TSMC.")
![[26] Jon from Asianometry](https://i.ytimg.com/vi/bpJemC81wG4/hqdefault.jpg "[26] Jon from Asianometry
https://www.youtube.com/@Asianometry
You recognize his voice, but whats behind the noise? While visiting Taipei, just before I flew back home, Jon from Asianometry agreed to an in-depth interview.
[00:00] Blurry Face
[00:30] Who is Asianometry?
[02:45] Why Voice-over-B-roll?
[04:00] Topics and Topic Choices
[06:35] Favourite video
[07:35] Whats on the cutting room floor?
[08:30] Are there topics that are too niche for you now?
[10:30] Does your name open doors?
[11:55] News vs longer format stories
[13:00] Long term view of the channel
[15:05] The Asianometry newsletter
[16:35] Outside Asia, video topics of interest?
[17:45] Sponsored Content?
[19:05] You dont do collaborations, by design?
[21:20] Which companies do you want to talk to?
[23:50] Do you think about day-to-day dealings of these companies?
[26:15] Do investors ever reach out? (One asked about lube)
[29:30] Ians ASML story
[30:50] Industry needs hardware engineers
[34:00] Manufacturing culture
[37:50] Water in Arizona
[39:45] TSMC and Renewable Energy, Taiwan challenges
[41:10] PFAS
[42:20] Takeaways from Asianometry
Need POTATO merch? Theres a chip for that!
http://merch.techtechpotato.com
http://more-moore.com : Sign up to the More Than Moore Newsletter
https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If youre 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 : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
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 #asianometry #semiconductors
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, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Tenstorrent.")
![[37] MediaTek Interview: Finbarr Moynihan and Amy Guesner](https://i.ytimg.com/vi/cGFuoTTP1os/hqdefault.jpg "[37] MediaTek Interview: Finbarr Moynihan and Amy Guesner
After the last few years in the industry, Ive noticed that weve been speaking about AI on the edge, and there has been a concerted effort to bring the best models onto our handheld devices. However, there are limitations. Memory capacity is the big one, but these models work best when they support built-in acceleration. These are AI accelerators in everything from edge to TV to automotive to smartphone to PC. Time to first token and how many tokens per second are becoming the de facto standard metrics in generative AI. However, the AI and machine learning space is more than just generative. Not only do we have large language models and stable diffusion, but we also have machine learning to do many things on many devices. Even something as simple as power management these days is optimized by machine learning. This is why you need stuff on the device to help with battery life, to help with performance.
In order to find out more, I spoke to MediaTeks Finbarr Moynihan and Amy Guesner about what it takes to enable NPUs from edge to cloud.
https://i.mediatek.com/ai to find out more.
[00:00] - Introduction to AI on the Edge
[01:00] - Limitations of Edge Devices
[02:40] - Importance of Running AI Models on the Edge
[05:00] - Applications of AI Beyond Generative Models
[07:00] - Power Management Optimized by AI
[09:30] - MediaTek’s End-to-End Strategy for AI
[11:00] - MediaTek’s Market Position and AI Portfolio
[13:20] - Generative AI and Its Future Impact
[16:00] - MediaTeks AI Strategy and Cross-Device Integration
[19:00] - The Role of AI in Automotive and Consumer Devices
[22:00] - MediaTeks Partnership with Nvidia
[25:00] - Developer Ecosystem and AI Tools
[28:00] - MediaTeks Future Direction in AI and Custom Silicon
Need POTATO merch? Theres a chip for that!
http://merch.techtechpotato.com
http://more-moore.com : Sign up to the More Than Moore Newsletter
https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If youre 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 : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
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 #mediatek #machinelearning
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 the More Than Moore newsletter or TechTechPotato YouTube channel and related social media. The companies that fall under this banner include AMD, Applied Materials, Armari, ASM, Ayar Labs, BCG, Baidu, Dialectica, Facebook, GLG, Guidepoint, IBM, Impala, Infineon, Intel, Kuehne+Nagel, Lattice Semi, Linode, MediaTek, NordPass, NVIDIA, ProteanTecs, Qualcomm, SiFive, SIG, SiTime, Supermicro, Synopsys, Tenstorrent, Third Bridge, TSMC, Untether AI, Ventana Micro.")
