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VOICE ARCHIVE

Andreas Schilling

@aschilling
84 posts
2026-01-27
Intel Core Ultra X9 388H C2C Latency You can easily distinguish between the P, E and LPE core clusters - although the LPE cores are now on the same compute tile. https://www.hardwareluxx.de/ ... [image]
2026-01-27 View on X
The Verge

Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H delivers impressive performance and efficiency and is a solid option for 1080p gaming

The question is how much of this can be attributed to Intel 18A, or whether a good SOC design and the ability to combine external and internal chip designs also play a significant role here.
2026-01-27 View on X
The Verge

Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H delivers impressive performance and efficiency and is a solid option for 1080p gaming

2026-01-26
The question is how much of this can be attributed to Intel 18A, or whether a good SOC design and the ability to combine external and internal chip designs also play a significant role here.
2026-01-26 View on X
The Verge

Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H outperforms Apple's M5 and AMD's top-tier Strix Halo in some tests like 4K video exports

Intel's been talking the talk for months about its new generation of laptop chips, the first made on its long-anticipated 18A process.

Intel Core Ultra X9 388H C2C Latency You can easily distinguish between the P, E and LPE core clusters - although the LPE cores are now on the same compute tile. https://www.hardwareluxx.de/ ... [image]
2026-01-26 View on X
The Verge

Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H outperforms Apple's M5 and AMD's top-tier Strix Halo in some tests like 4K video exports

Intel's been talking the talk for months about its new generation of laptop chips, the first made on its long-anticipated 18A process.

2025-12-04
This is really a bad sign for consumers and might lead to even higher prices in the near future - even though @MicronTech will still supply the OEM market. AI is sucking up everything by the look of things. https://investors.micron.com/ ... [image]
2025-12-04 View on X
Reuters

Micron says it will exit its Crucial consumer business by February 2026, as it doubles down on advanced memory chips for AI data centers, amid a supply shortage

because Micron wants to sell its RAM and SSDs to AI companies instead Charlotte Trueman / DatacenterDynamics : Micron to exit the consumer memory and storage market in favor of AI ...

2025-10-16
TSMC Revenue by Node as of Q3 2025. We should see N2 emerging by Q1 2026 in this graph. [image]
2025-10-16 View on X
Bloomberg

TSMC reports Q3 net profit up 39% YoY to ~$14.8B, above est., and raises its 2025 revenue growth projection to the mid-30% range, citing “very strong” AI demand

Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth for the second time this year …

2025-10-15
.@Intel just announced Crescent Island. Crescent Island is a new Intel Data Center GPU offering that will arrive in the second half of 2026. Knows features: - air-cooled - Xe3P microarchitecture - 160 GB of LPDDR5X Looks like a competitor to Rubin CPX and token optimized XPUs.
2025-10-15 View on X
CRN

Intel unveils Crescent Island, a data center GPU “power- and cost-optimized” for AI inference, featuring its Xe3P microarchitecture and 160GB of LPDDR5X memory

Dylan Martin / CRN :

We now at least have a rendering of what the chip on Crescent Island might look like. [image]
2025-10-15 View on X
CRN

Intel unveils Crescent Island, a data center GPU “power- and cost-optimized” for AI inference, featuring its Xe3P microarchitecture and 160GB of LPDDR5X memory

Dylan Martin / CRN :

2025-10-10
I had the opportunity to visit Intel's #Fab52 at the Ocotillo campus in Chandler, Arizona. This is where Intel manufactures its chips in #Intel18A. In this report, I attempt to convey the enormous dimensions and challenges involved. #IntelTechTour https://www.hardwareluxx.de/ ... [image]
2025-10-10 View on X
Financial Times

Inside Intel's 700-acre Fab 52 in the Arizona desert, which cost $32B and is starting large-scale 18A chip production, as the company seeks to impress customers

the Arizona mega foundry building the future of 2nm chips Ian King / Bloomberg : Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most a...

2025-10-09
Based on todays details about #PantherLake and #ClearwaterForest, we took another look at the details of #Intel18A, #PowerVia (including Omni MIM), #RibbonFET, and #Foveros. #IntelTechTour https://www.hardwareluxx.de/ ... [image]
2025-10-09 View on X
InsideHPC

Intel unveils an 18A-based 2nm Clearwater Forest data center server chip, launching in H1 2026 with up to 288 E-cores, produced in its Fab 52 plant in Arizona

InsideHPC :

I had the opportunity to visit Intel's #Fab52 at the Ocotillo campus in Chandler, Arizona. This is where Intel manufactures its chips in #Intel18A. In this report, I attempt to convey the enormous dimensions and challenges involved. #IntelTechTour https://www.hardwareluxx.de/ ... [image]
2025-10-09 View on X
Financial Times

Inside Intel's new 700-acre factories in the Arizona desert, which cost $32B and are starting large-scale 18A chip production, as it seeks to impress customers

Claims of a breakthrough at the chips company's new Arizona facility will be tested by sceptical Big Tech customers

Based on todays details about #PantherLake and #ClearwaterForest, we took another look at the details of #Intel18A, #PowerVia (including Omni MIM), #RibbonFET, and #Foveros. #IntelTechTour https://www.hardwareluxx.de/ ... [image]
2025-10-09 View on X
The Verge

Intel unveils Panther Lake, or Intel Core Ultra Series 3, the first chip built on its 18A process, coming to laptops and handhelds in late 2025 and early 2026

What we know about the next Intel Core Ultra. … Panther Lake is the most important chip Intel has made in years.

I had the opportunity to visit Intel's #Fab52 at the Ocotillo campus in Chandler, Arizona. This is where Intel manufactures its chips in #Intel18A. In this report, I attempt to convey the enormous dimensions and challenges involved. #IntelTechTour https://www.hardwareluxx.de/ ... [image]
2025-10-09 View on X
The Verge

Intel unveils Panther Lake, or Intel Core Ultra Series 3, the first chip built on its 18A process, coming to laptops and handhelds in late 2025 and early 2026

What we know about the next Intel Core Ultra. … Panther Lake is the most important chip Intel has made in years.

2025-09-23
That about 40,000 Vera Rubin NVL144 racks that will be deployed. But it depends on how much NVL144 CPX and Rubin CPX is in the mix here.
2025-09-23 View on X
CNBC

Jensen Huang says the 10 GW OpenAI project is equivalent to 4M-5M GPUs; the first phase is expected to come online in H2 2026 using Nvidia's Vera Rubin platform

The manufacturer of the chips is investing in the purchaser of the chips to help them continue to purchase more chips. Forums: r/CryptoCurrency : Nvidia plans to invest up to $100 ...

That about 40,000 Vera Rubin NVL144 racks that will be deployed. But it depends on how much NVL144 CPX and Rubin CPX is in the mix here.
2025-09-23 View on X
CNBC

A look at the Nvidia-OpenAI deal, where Nvidia will invest in $10B tranches; sources say OpenAI informed Microsoft about the deal a day before it was signed

ABILENE, Texas - Sam Altman had a deadline.  OpenAI's CEO was headed to Texas to unveil his company's next big infrastructure push …

2025-07-17
TSMC reports its 2nd quarter numbers and here is my quarterly graphical representation of revenue by technology. [image]
2025-07-17 View on X
Nikkei Asia

TSMC CEO C.C. Wei says the company is speeding up construction of its second and third Arizona plants “by several quarters” to meet chip demand from US clients

TOKYO — Taiwan Semiconductor Manufacturing Co. says it is speeding up construction of its second and third plants in Arizona …

TSMC reports its 2nd quarter numbers and here is my quarterly graphical representation of revenue by technology. [image]
2025-07-17 View on X
Bloomberg

TSMC reports Q2 net income up 61% YoY to ~$13.5B, beating est. every quarter since 2021, and raises its 2025 sales growth guidance in USD from mid-20% to 30%

Taiwan Semiconductor Manufacturing Co. raised its outlook for 2025 revenue growth, shoring up investors' confidence in the momentum of the global AI spending spree.

2025-02-19
Ryzen AI Max+ 395 aka Strix Halo on the logic board of the ASUS ROG Flow Z13. That IOD is huge - 307,6 mm². The IOD for Ryzen 9000 is just 122 mm². The CCD is a little smaller (67,1 mm²) than Eldora (Zen 5 CCD for Granite Ridge) which is 70,6 mm². [image]
2025-02-19 View on X
Ars Technica

Asus ROG Flow Z13 review: the ~$2,300 convertible tablet's integrated GPU in its AMD Ryzen AI Max+ 395 chip offers performance comparable to a GeForce RTX 4060

Here are some screenshots I was able to grab from a video r/LocalLLaMA : AMD 395: Asus Flow Z13 review r/hardware : Asus ROG Flow Z13 GZ302EA Convertible Review - AMD's Strix Halo ...

2024-12-19
Intel did publish a field update 1 of 2 for the Core Ultra 200S Series performance status. Five topics, five root cause analysis and the current status of all of these. Update 2 of 2 with all details at CES. More details: https://www.hardwareluxx.de/ ... [image]
2024-12-19 View on X
Tom's Hardware

Intel unveils the first updates to address Arrow Lake's gaming performance issues, fixing four of the five root causes, and plans a final update in January 2025

another update coming next month

2024-12-02
Boom! “Intel Announces Retirement of CEO Pat Gelsinger” https://www.intc.com/...
2024-12-02 View on X
TechCrunch

Intel says CEO Pat Gelsinger retired and left its board on December 1, and names CFO David Zinsner and Client Computing Group GM Michelle Holthaus as co-CEOs

Intel has announced that CEO Pat Gelsinger has retired, effective December 1, and stepped down from the company's board of directors.