GPU

Chiplets need a home—UCIe has one for them

Universal Chiplet Interconnect Express (UCIe) is an open specification that defines the interconnect between chiplets within a package, enabling an open chiplet ecosystem and ubiquitous interconnect at the package level. Forming an open industry standard organization around UCIe are Advanced Semiconductor Engineering (ASE), AMD, Arm, Google Cloud, Intel, Meta, Microsoft, Qualcomm, Samsung, and TSMC. The feasibility of implementing complex systems … Read more

Gelsinger’s grand strategy—leave no socket behind

I suspect Pat Gelsinger has thought about what Intel should (and shouldn’t) do since he left in ‘09. He’s had the benefit of being inside for 30 years, and then 12 years on the outside watching the company. No one could have a better perspective and understanding from the transistor level to the macroeconomics of the 80 billion global company. … Read more

AMD’s Q4 2021 results

AMD reported record quarterly revenue of $4.8 billion up 49% year-over-year and record full-year revenue of $16.4 billion up 68%. Gross margin expanded and operating income more than doubled from the prior year. “2021 was an outstanding year for AMD with record annual revenue and profitability,” said AMD President and CEO Dr. Lisa Su. “Each of our businesses performed extremely … Read more

Intel Q4 2021 Results

Intel takes Covid very seriously. (Source: Intel)   Intel reported its fiscal year and fourth-quarter results for 2021. The company beat Wall Street expectations on revenue, and gross margin, even though it was down from Q3’21. Hitting $20.5 marked the highest quarterly and full-year revenue ever for the company. Intel advanced its IDM 2.0 strategy and announced a new U.S. … Read more

Nvidia proves fat buses offer fat memories

At CES, Jeff Fisher, AKA Mr. GeForce at Nvidia introduced the GeForce RTX 3050, 3080 Ti, 3070 Ti, and 3090 Ti GPUs for desktops and laptops. Somewhere along the way or shortly afterward, word came out that new RTX 3080 AIBs would get 12 GB of 19 Gbps GDDR6, which represents a 20% increase in memory bandwidth. Twenty percent is … Read more

Qualcomm handheld game machine—Snapdragon G

Qualcomm’s handheld, game console, reference design. (Source: Jon Peddie)   In December 2021, Qualcomm announced a handheld game console reference design. Qualcomm has had a long and effective history of developing reference designs to illustrate how their SoCs could be successfully employed. Often, some OEMs would use the entire design either because they had limited design resources, time, or because … Read more

Intel Q3 2021 results

Intel reported its third-quarter revenue had a strong recovery in the Enterprise portion of Data Center Group (DCG) and the Internet of Things Group (IOTG), which saw higher demand amid recovery from the economic impacts of COVID-19. The Client Computing Group (CCG) was down due to lower notebook volumes due to industry-wide component shortages and lower adjacent revenue, partially offset … Read more