2024-11-07
@BenBajarin ... More interested in the tech side. Is ARM ever going to tell us what's going on w/ SVE? If Apple (and apparently QC) are both uninterested, isn't that a message? And how will ARM respond?
Bloomberg
Qualcomm's Q4 and Arm's Q2 earnings show the smartphone industry making an uneven comeback, with both companies reporting a stronger demand for high-end models
- Both companies are seeing stronger demand for high-end models — Shares of chip companies climbed on Thursday after earnings
@BenBajarin ... More interested in the tech side. Is ARM ever going to tell us what's going on w/ SVE? If Apple (and apparently QC) are both uninterested, isn't that a message? And how will ARM respond?
Bloomberg
Arm reports Q2 revenue up 5% YoY to $844M, vs. $810.9M est., royalty revenue up 23% YoY to $514M, and forecasts Q3 revenue and sales below estimates
Dear Shareholder, As we have passed the one-year mark following our IPO … Yahoo Finance : Arm Holdings earnings beat, Q3 revenue outlook falls short X: Maynard Handley / @handleym9...
2024-05-31
@billwasik Obvious proof that Apple knows nothing about AI, and especially not how to turn it into a product useful to most people...
Bloomberg
Sources: Apple plans to overhaul Siri with more advanced AI, a move that would allow Siri to take command of all the features within apps for the first time
- The feature will be at the heart of renewed Apple push into AI — Idea is to operate features within individual apps using voice
2023-01-18
@dylan522p There are multiple interesting workloads that are not captured by the usual 1st day low-tech non-engineer benchmarks, and which could have been improved substantially... These include anything VM related (esp TLB issues) and anything AMX related.
9to5Mac
Apple updates its Mac mini with M2 and M2 Pro options, improved graphics performance, up to 32GB of RAM, Wi-Fi 6E, Bluetooth 5.3, and more, starting at $599
Apple today launched the new Mac mini lineup, available with M2 and M2 Pro chips inside. The M2 Mac mini starts at a new lower price of $599.
2022-06-18
@WrenIndian @witeken Oh FFS. This is because ASML can't deliver high NA EUV machines fast enough to roll in better lithography immediately. Intel will face exactly the same constraint! https://www.anandtech.com/...
AnandTech
TSMC details its roadmap: a high volume 3nm chip production starting in H2 2022, with five 3nm-class N3 node iterations, and 2nm-class N2 introduction in 2025
Anton Shilov / AnandTech :
2021-09-17
@dylan522p ... What's clear is that there is a CHANGE. (1) Calling it a stumble (as opposed to, eg, my hypothesis of a pivot to - 2yr CPU cycle - new cores *debuting* on the Mac side) and (2) then proffering an explanation (engineers leaving) is where you are receiving pushback...
MacRumors
Initial benchmarks show iPhone 13's A15 chip offers a roughly 15% improvement for GPU performance and 10%-18% improvement for CPU performance over A14
Geekbench 5 Score 14216 Metal Score Geekbench 5.4.1 for iOS AArch64 Result … Dashia Starr / CNET : AT&T's ‘free’ iPhone 13 trade-in offer is now available: What you need to know Ol...
@reneritchie ... That's not correct Renee. Even without process improvement, there is a constant stream of µArch improvements resulting in higher IPC and/or lower energy, and there is no reason to believe those have hit a wall. (Hell I can list 10 things they could be doing in new designs.)
MacRumors
Initial benchmarks show iPhone 13's A15 chip offers a roughly 15% improvement for GPU performance and 10%-18% improvement for CPU performance over A14
Geekbench 5 Score 14216 Metal Score Geekbench 5.4.1 for iOS AArch64 Result … Dashia Starr / CNET : AT&T's ‘free’ iPhone 13 trade-in offer is now available: What you need to know Ol...
@reneritchie ... I do agree with the point that, *for iPhone*, transistors spent elsewhere on the SoC than the big cores are probably a better fit to the product. Which is why I hypothesize that what has REALLY changed is: new cores debuting in the iPhone.
MacRumors
Initial benchmarks show iPhone 13's A15 chip offers a roughly 15% improvement for GPU performance and 10%-18% improvement for CPU performance over A14
Geekbench 5 Score 14216 Metal Score Geekbench 5.4.1 for iOS AArch64 Result … Dashia Starr / CNET : AT&T's ‘free’ iPhone 13 trade-in offer is now available: What you need to know Ol...
2021-04-19
@jonmasters Oh it will, just in different form factors. We see it in smart watches right now. Will probably see it again in smart glasses once Apple launches and everyone knows what to (try to) copy.
The Verge
A look back at the netbook explosion of the late 2000s and how iPads, Chromebooks, and appliance-like computers took the netbook's place
2021-03-29
@IanCutress BUT Apple and Huawei chips up to 7nm were > 90% of TSMC max. Intel (even Atom) were1/3 to 1/2. TSMC is meaningful in products, INTC number is not. 5nm looks weird but we only have one data (Apple) and Apple was in a rush with M1/A14 1/
Digits to Dollars
Intel Foundry Services could succeed if Intel can sort out its manufacturing process, find needed funds, and build up a true customer service capability
Digits to Dollars :
@IanCutress Everything about M1/A14 looks like the priority (of course!) was getting x86/mac aspects working. Core and GPU look VERY similar. Probably no effort made to optimize for the new process. 2/
Digits to Dollars
Intel Foundry Services could succeed if Intel can sort out its manufacturing process, find needed funds, and build up a true customer service capability
Digits to Dollars :
2021-02-22
No-one else has pointed out what seems to me the most interesting point of the new 🍎Security PDF: did Apple make design (not just bug) changes, and respin the A13 and S5, to add the secure storage gen 2? Have they ever before done such an update? https://support.apple.com/...
TidBITS
Apple's new Platform Security user guide follows the industry trend of growing vertical hardware, software, and cloud integration to improve ecosystem security
2021-01-20
@cynicalsecurity @jonmasters There are solutions (or there were...) Apple had a similar sort of PTSD towards OS's after the debacles of Copland+Taligent+OpenDoc all failing together. Fixed by bringing in an outside OS team to reorient and provide morale. A SMART Intel would have paid $14B for Nuvia...
Stratechery
Intel is in more danger than its profits suggest and should spin off its manufacturing business unless the US can subsidize it, ideally with purchase guarantees
Ben Thompson / Stratechery :
2021-01-16
@never_released The legalities are interesting. Apple can't really argue against a developer insistence that “the app runs where we say it runs and nowhere else”... BUT
9to5Mac
Apple has started to block the sideloading of unsupported iOS and iPadOS apps using third party software on M1 Macs
Chance Miller / 9to5Mac :
2020-12-31
@TheRealVeedrac @jonmasters I think this is analysis built on emotion not reason. Trying for rents is a long-term foolish idea in tech because ultimately not-good-enough will be replaced. It takes time, but companies should plan on a many year horizon. 1/
Reuters
In a letter, an activist hedge fund pushes Intel to explore strategic alternatives, like whether it should remain an integrated device manufacturer; stock up 5%
Welcome to Protocol Cloud, your comprehensive roundup of everything … Danny Crichton / TechCrunch : Activist hedge fund manager Daniel Loeb takes on Intel, plans launch of new VC f...
@TheRealVeedrac @jonmasters Intel is in trouble bcs they forgot this, or drank their koolaid that no-one could ever replicate their performance and process. Apple is not in trouble bcs they don't (right now anyway) operate on a monopoly; every year they re-prove that they deserve the costs they charge. //
Reuters
In a letter, an activist hedge fund pushes Intel to explore strategic alternatives, like whether it should remain an integrated device manufacturer; stock up 5%
Welcome to Protocol Cloud, your comprehensive roundup of everything … Danny Crichton / TechCrunch : Activist hedge fund manager Daniel Loeb takes on Intel, plans launch of new VC f...
2020-12-30
@TheRealVeedrac @jonmasters I think this is analysis built on emotion not reason. Trying for rents is a long-term foolish idea in tech because ultimately not-good-enough will be replaced. It takes time, but companies should plan on a many year horizon. 1/
Reuters
In a letter, an activist hedge fund pushes Intel to explore strategic alternatives, like whether it should remain an integrated device manufacturer; stock up 5%
Svea Herbst-Bayliss / Reuters :
@TheRealVeedrac @jonmasters Intel is in trouble bcs they forgot this, or drank their koolaid that no-one could ever replicate their performance and process. Apple is not in trouble bcs they don't (right now anyway) operate on a monopoly; every year they re-prove that they deserve the costs they charge. //
Reuters
In a letter, an activist hedge fund pushes Intel to explore strategic alternatives, like whether it should remain an integrated device manufacturer; stock up 5%
Svea Herbst-Bayliss / Reuters :