… But even with Intel trying to get its foundry act together – and there are hints that it is doing that – and Samsung getting better and better each year at manufacturing chips for others in its foundry, TSMC does not really have much in the way of competitive pressure. …
… This is, however, still less than half the profitability level of compute engine and network ASIC foundry Taiwan Semiconductor Manufacturing Co. But that just tells you that TSMC has a monopoly on the manufacturing of those devices in a way that Micron absolutely does not. …
… Aside from the yields on the mature Intel 7, Intel 4, and Intel 3 processes running ahead of schedule, and ditto for the much more important Intel 18A and Intel 14A processes that are the foundation of Intel’s own CPU business as well as its merchant foundry aspirations, most of the talk on the cal… …
… There also is work done in conjunction with the vendor’s foundry partner, Taiwan Semiconductor Manufacturing Co, to help reduce the power consumption and footprint of the chips as well as developing advanced power management capabilities and innovative I/O designs. …
… While lots of CPUs are getting pretty respectable inference performance as vector engines are sliced up into mixed precision units and as matrix engines are added to the architecture – IBM’s “Cirrus” Power10 chip and Intel’s “Sapphire Rapids” Xeon SP processor both have native matrix math engines o… …