Due Calli

open.substack.com/pub/intelliona… Intellionaire Ep. 14 - deep dive on the planned new EUV Mask Fab in California (BW2/M4) $INTC

Would it be insane to use a second 512GB Mac Studio dedicated for a Claude dispatch machine lol

With our focus turning to the CPU in agentic AI, Intel Granite Rapids is an excellent choice for x86. These results from Redpanda show it has lower long-tail latency, and faster inter-core communication than AMD EPYC. Diamond & Coral Rapids will slay. Vera 🔥 $INTC $NVDA $AMD

@lithos_graphein ASML hates this one trick

If you're a guy in your early 50s, build a terafab. Go into debt if you have to

This will be mandatory reading for all $INTC investors. Intel is cranking CPUs out of the fabs right now to appease insatiable hyperscaler demand. CEOs ringing Lip Bu to lock in to 3-5 year deals. Prices may go up 10% +. And this is for their old silicon, let alone 18A & beyond.

@BenBajarin @DiligenceStack Very much looking forward to this 🤓

Coming tomorrow @DiligenceStack. Hopefully the tune of secret agent man plays out when you read the title lol.

@meng59739449 Microchannel & microfluidic cooling looking promising. Solutions will be found - the benefits of GAA & BSPD are too great to be passed up on

A16 is half node only HVM for Nvidia Feynman AI GPU , it have defect , cost and hotspot problem because Nanosheet Transistor to BSPDN have heat density and reliability serious challenge force Nvidia redesign chip is not enough A16 capacity . x.com/dnystedt/statu…

@hmph29759351 You’re clearly just trolling.

@DueCalligrapher The distinction should be is "A16 PPA (for HPC)" not going to be capacity constrained in 28'? To which I would answer, yes, but nothing Intel is going to have out then is going to help ease that constraint lol.

I’ve been saying this for 4 months now. A16 not enough capacity. BSPD is a logic choke point, and INTC will have the most experience and vast majority of BSPD capacity in North America, with PowerVia Gen 1 on 18A and Gen 2 (direct contact) on 14A. open.substack.com/pub/intelliona… $INTC

@hmph29759351 Panther Lake is incredibly efficient and the battery life is incredible. IR drop improvements for AI GPUs allow higher and more consistent power. Wait and see :)

@DueCalligrapher Not much help that lower IR drop did for PTL... and the CPU core IP is deff something that would be largely helped by BSPD. The equivalent to A16 is not 14A, timeline wise either. External 14A HVM doesn't start till 29'. BSPD logic for HPC is a nonsensical distinction.

@hmph29759351 18A has much lower IR drop and a totally different architecture. Also in HVM since last year. A16 won’t be coming to USA until 2028 in volume, so commercial equivalent is 14A, not 18A. Are you stating that BSPD logic for HPC AI will NOT be capacity constrained?

@DueCalligrapher A16 is better... for HPC. We already know how much better A16 will be vs N2 for that workload, TSMC gave us the numbers. Problem is that this doesn't really matter, since 18A is not competitive with N2 anyway, even in the area BSPD is best at.

@hmph29759351 It’s not better, it’s different. Different applications. That’s why Nvidia wants A16, Apple wants N2. We haven’t seen any HPC AI GPUs yet to allow comparisons as Feynman will be the first. BSPD nodes for HPC AI will be critically capacity constrained.

@DueCalligrapher And yet those "game changers" has not allowed CGC to beat TSMC N3B in power, and only very marginally beat them in density on their P cores, and not at all on the more dense, lower voltage (like GPUs) E-cores? A16 is better than N2, sure. But 18A is a N3 class node.

@hmph29759351 Reduced IR drop moving power lines to free up space for signal lines for AI HPC is a tangible benefit. It changes the game. TSMC N2 simply doesn’t provide those advantages. Hence why Nvidia was A16, not N2.

@DueCalligrapher Just having BSPD does not make a node equivalent to another, just like how Samsung 3nm having GAA didn't make even on par with TSMC N3 with finfet (much less equivalent to TSMC N2 with gaafet).

@farzyness Interested to hear your honest opinion on if you think it’s a good idea once you have done your research on the costs and time involved. As an INTC and TSLA investor, I think it will be a massive money and time sink that will detract from the core business.

I would like to personally thank Elon Musk and Tesla for sending me on my next rabbit hole for the next 2 weeks: EUV lithography.

@diamondrapids @Alex_Intel_ They have job adverts out hiring from there so, yes!

$TSM $INTC $TSLA ? Rumor is Tesla is already trying to hire people at TSMC's Hsinchu Campus. Can anyone from Hsinchu confirm? 有台灣網友聲稱特斯拉已經開始在新竹挖角台積電工程師了。新竹友友說說這保真嗎

@PatrickMoorhead @elonmusk Giving they are recruiting for jobs based in South Korea, with job descriptions such as process transfer from “Sister fabs”, as well as hiring commercial lawyers that have experience in technology licensing, I’ll go out on a limb and say they are going to licence from Samsung

@intcexecwatch AI6*

@DueCalligrapher BSPD hiring implies Tesla is planning ahead for post-SF2P-class silicon, not necessarily that AI6 itself is being built on Intel 18A.

Tesla looking for Terafab engineers with experience in BSPD - backside power delivery, currently only in use on Intel 18A & 18AP. AI6 uses Samsung SF2P, which does not have BSPD - they won’t be doing this until much later with SF2Z. $INTC $TSLA

@intcexecwatch This is correct but Samsung standard 2nm process for AI5 delayed to 2027, who knows how long it will take them to get SF2Z out at yield. Maybe 2029? And A16 not coming to USA until 2028/2029. The only BSPD process in production right now with any kind of yield is 18A

@diamondrapids The issue with that is Nvidia is going to eat up every bit of A16 capacity for Feynman. Plus, A16 isn’t coming to the USA until 2028 or later … I don’t think Tesla will be able to get any A16 volume.

@DueCalligrapher BSPDN isn't specifically an Intel technology anymore. A16 SPR will outship 18A rather quickly, with its direct backside metal contact it'll have a wider TAM too

@GamersNexus Are you going to investigate why they are refusing to support Intel ARC despite co-operation offered by Intel? Uncover illegal anti-competitive behaviour? Etc etc

In-depth technical testing on Crimson Desert, including our first full debut of our simulation time error ('animation error') charts in comparative form! youtube.com/watch?v=1tz4u5…

@hardwarecanucks If this is due to anti competitive behaviour from Nvidia or AMD this is illegal and should be reported

This is a truly bizarre move by any developer. Make your game playable on AMD, NVIDIA & even frickin Apple silicon...but not on a GPU uArch that underpins tens of millions of laptops, let alone a whole line of discrete cards. There must be a deeper story here.