GlobalFoundries Is A Leading-Edge Foundry Despite Claims Otherwise
… They are utilizing 5.76um copper through silicon vias TSVs and can maintain the same clock domain across both chips. …
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Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
… We believe Huawei has also been able to manufacture their datacenter CPU at TSMC. This showcases that current controls aimed to limit Huawei's access to TSMC are insufficient. …
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
… Also, not everyone’s datacenter infra will be ready for the ~370kW VR NVL144 CPX. In addition there is a smaller blast radius of failures compared to the single rack variant. …