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Revenue of Top 10 OSAT Companies for 2Q21 Reaches US$7.88 Billion Due to Strong Demand and Increased Package/Test Prices, Says TrendForce

Despite the intensifying COVID-19 pandemic that swept Taiwan in 2Q21, the domestic OSAT (outsourced semiconductor assembly and test) industry remained largely intact, according to TrendForce's latest investigations. Global sales of large-sized TVs were brisk thanks to major sporting events such as the Tokyo Olympics and UEFA Euro 2020. Likewise, the proliferation of WFH and distance learning applications propelled the demand for IT products, while the automotive semiconductor and data center markets also showed upward trajectories. Taking into account the above factors, OSAT companies raised their quotes in response, resulting in a 26.4% YoY increase in the top 10 OSAT companies' revenue to US$7.88 billion for 2Q21.

TrendForce indicates that, in light of the ongoing global chip shortage and the growing production capacities of foundries/IDMs in the upstream semiconductor supply chain, OSAT companies gradually increased their CAPEX and expanded their fabs and equipment in order to meet the persistently growing client demand. However, the OSAT industry still faces an uncertain future in 2H21 due to the Delta variant's global surge and the health crisis taking place in Southeast Asia, home to a significant number of OSAT facilities.

IBM Unveils On-Chip Accelerated Artificial Intelligence Processor

At the annual Hot Chips conference, IBM (NYSE: IBM) today unveiled details of the upcoming new IBM Telum Processor, designed to bring deep learning inference to enterprise workloads to help address fraud in real-time. Telum is IBM's first processor that contains on-chip acceleration for AI inferencing while a transaction is taking place. Three years in development, the breakthrough of this new on-chip hardware acceleration is designed to help customers achieve business insights at scale across banking, finance, trading, insurance applications and customer interactions. A Telum-based system is planned for the first half of 2022.

Today, businesses typically apply detection techniques to catch fraud after it occurs, a process that can be time consuming and compute-intensive due to the limitations of today's technology, particularly when fraud analysis and detection is conducted far away from mission critical transactions and data. Due to latency requirements, complex fraud detection often cannot be completed in real-time - meaning a bad actor could have already successfully purchased goods with a stolen credit card before the retailer is aware fraud has taken place.

Intel Wins US Government Project to Develop Leading-Edge Foundry Ecosystem

The U.S. Department of Defense, through the NSTXL consortium-based S2MARTS OTA, has awarded Intel an agreement to provide commercial foundry services in the first phase of its multi-phase Rapid Assured Microelectronics Prototypes - Commercial (RAMP-C) program. The RAMP-C program was created to facilitate the use of a U.S.-based commercial semiconductor foundry ecosystem to fabricate the assured leading-edge custom and integrated circuits and commercial products required for critical Department of Defense systems. Intel Foundry Services, Intel's dedicated foundry business launched this year, will lead the work.

"One of the most profound lessons of the past year is the strategic importance of semiconductors, and the value to the United States of having a strong domestic semiconductor industry. Intel is the sole American company both designing and manufacturing logic semiconductors at the leading edge of technology. When we launched Intel Foundry Services earlier this year, we were excited to have the opportunity to make our capabilities available to a wider range of partners, including in the U.S. government, and it is great to see that potential being fulfilled through programs like RAMP-C." -Pat Gelsinger, Intel CEO.

Penetration Rate of Ice Lake CPUs in Server Market Expected to Surpass 30% by Year's End as x86 Architecture Remains Dominant, Says TrendForce

While the server industry transitions to the latest generation of processors based on the x86 platform, the Intel Ice Lake and AMD Milan CPUs entered mass production earlier this year and were shipped to certain customers, such as North American CSPs and telecommunication companies, at a low volume in 1Q21, according to TrendForce's latest investigations. These processors are expected to begin seeing widespread adoption in the server market in 3Q21. TrendForce believes that Ice Lake represents a step-up in computing performance from the previous generation due to its higher scalability and support for more memory channels. On the other hand, the new normal that emerged in the post-pandemic era is expected to drive clients in the server sector to partially migrate to the Ice Lake platform, whose share in the server market is expected to surpass 30% in 4Q21.

Sudden Drop in Cryptocurrency Prices Hurts Graphics DRAM Market in 3Q21, Says TrendForce

The stay-at-home economy remains robust due to the ongoing COVID-19 pandemic, so the sales of gaming products such as game consoles and the demand for related components are being kept at a decent level, according to TrendForce's latest investigations. However, the values of cryptocurrencies have plummeted in the past two months because of active interventions from many governments, with the graphics DRAM market entering into a bearish turn in 3Q21 as a result. While graphics DRAM prices in the spot market will likely show the most severe fluctuations, contract prices of graphics DRAM are expected to increase by 10-15% QoQ in 3Q21 since DRAM suppliers still prioritize the production of server DRAM over other product categories, and the vast majority of graphics DRAM supply is still cornered by major purchasers.

It should be pointed out that, given the highly volatile nature of the graphics DRAM market, it is relatively normal for graphics DRAM prices to reverse course or undergo a more drastic fluctuation compared with other mainstream DRAM products. As such, should the cryptocurrency market remain bearish, and manufacturers of smartphones or PCs reduce their upcoming production volumes in light of the ongoing pandemic and component supply issues, graphics DRAM prices are unlikely to experience further increase in 4Q21. Instead, TrendForce expects prices in 4Q21 to largely hold flat compared to the third quarter.

Annual Notebook Shipment Likely to Break Records in 2021 at 236 Million Units, with Chromebook Demand Slowing Down in 2H21, Says TrendForce

While the stay-at-home economy generated high demand for notebook computers from distance learning and WFH applications last year, global notebook shipment for 2020 underwent a nearly 26% YoY increase, which represented a significant departure from the cyclical 3% YoY increase/decrease that had historically taken place each year, according to TrendForce's latest investigations. The uptrend in notebook demand is expected to persist in 2021, during which notebook shipment will likely reach 236 million units, a 15% YoY increase. In particular, thanks to the surging demand for education notebooks, Chromebooks will become the primary growth driver in the notebook market. Regarding the shipment performance of various brands, Samsung and Apple will register the highest growths, with the former having Chromebooks account for nearly 50% of its total notebook shipment this year and the latter continuing to release MacBooks equipped with the M1 chip.

Samsung 5 nm Node Struggles With Yields, Reports Indicate Less Than 50% Yielding

Semiconductor manufacturing is no easy task. Every company in that business knows that, and the hardships of silicon manufacturing have been felt by even the greatest players like Samsung and Intel. Today, according to the latest report from Business Korea, Samsung is again in trouble with its 5 nm node. It has been reported previously that Samsung is struggling with yields of its 5 nm node, however, we didn't know just how much until now. According to the sources over at Business Korea, Samsung's 5 nm semiconductor node is experiencing less than 50% yields. That means, for example, that out of 100 chips manufactured on a single silicon wafer, only half are functional. And that is not good at all.

Usually, for a node to go into high-volume manufacturing (HVM), the yielding rate needs to be around 95%. In case it is not at that level, manufacturing of that node is not very efficient and not very profitable. The V1 Line in Hwaseong, where this Samsung 5 nm is made, uses EUV tools to manufacture the new node. While the yields are currently below 50%, it is expected to improve as Samsung engineers tweak and tune the node and the tools that are running the facility. We can expect to hear more about the yields of this node in the coming months.

China Has Produced Over 140 Billion Chips So Far This Year

Chinese semiconductor production is hitting new all-time highs. According to the report coming from South China Morning Post, citing the source over at the National Bureau of Statistics, Chinese semiconductor production has grown 37.6% in May of 2021, compared to the same month in 2020. The total chip output resulted in 29.9 billion chips in May, which is quite an impressive growth. In the first five months of this year, Chinese chipmakers have produced an amazing 139.9 billion chips, meaning that at the time of writing that number is much greater. If we compare the same five-month period of 2020, we can see that the chip output has grown 48.3% this year.

While the number of chips produced is not an ideal metric to monitor the growth of semiconductors in China, it is an indication of just how much the Chinese semiconductor industry is growing. The 48.3% growth in chip output is not small by any means, and we can't wait to see the report for the whole year.

AI-Designed Microchips Now Outperform Human-Designed Ones

A recent Google study led by Mirhoseini et al. and published in Nature details how AI can be leveraged to improve upon semiconductor design practices currently employed - and which are the result of more than 60 years of engineering and physics studies. The paper describes a trained machine-learning 'agent' that can successfully place macro blocks, one by one, into a chip layout. This agent has a brain-inspired architecture known as a deep neural network, and is trained using a paradigm called reinforcement learning - where positive changes to a design are committed to memory as possible solutions, while negative changes are discarded, effectively allowing the neural network to build a decision-tree of sorts that's optimized every step of the way.

The AI isn't applied to every stage of microchip design as of yet, but that will surely change in years to come. For now, the AI is only being employed in the chip floorplanning stage of microchip production, which is actually one of the more painstaking ones. Essentially, microchip designers have to place macro blocks on their semiconductor designs - pre-made arrangements of transistors whose placement relative to one another and to the rest of the chips' components are of seminal importance for performance and efficiency targets. Remember that electric signals have to traverse different chip components to achieve a working semiconductor, and the way these are arranged in the floorplanning stage can have tremendous impact on performance characteristics of a given chip. Image A, below, showcases the tidy design a human engineer would favor - while image B showcases the apparently chaotic nature of the AI's planning.

COLORFUL Launches the First GPU History Museum

Colorful Technology Company Limited, a professional manufacturer of graphics cards, motherboards, all-in-one gaming and multimedia solutions, and high-performance storage, announces the launch of the GPU History Museum in partnership with NVIDIA. COLORFUL has recently relocated to Shenzhen New Generation Industrial Park. With that, COLORFUL is proud to announce the launch of the first GPU History Museum in China. The museum will showcase the beginnings of the Graphics Processing Unit (GPU), to the development and evolution of graphics cards up to the present generation.

Bosch Unveils One Billion Euro Chip Manufacturing Facility in Germany

Robert Bosch GmbH, commonly known as just Bosch, has today unveiled the results of the company's biggest investment ever. On Monday, the company has unveiled its one billion Euro manufacturing facility, which roughly translates to 1.2 billion US Dollars. The manufacturing plant is located in Dresden, Germany, and it aims to supply the leading self-driving automobile companies with chips that are in great demand. As the main goal for the plant is to manufacture chips for the automotive industry, this new 7,200 m² Dresden facility is supposed to provide car makers with Application-Specific Integrated Circuits (ASICs) for power management and tasks such as triggering the automatic braking system of cars.

The one billion Euro facility was funded partly by the funds coming from the European Union investment scheme, which donated as much as 200 million Euros ($243 million). The goal of the plan is to start with the manufacturing of chips for power tools as early as July and start production of automotive chips in September. All of the chips will be manufactured on 300 mm wafers, which offers a major improvement in quantity compared to 200 and 150 mm wafers currently used by Bosch. The opening of this facility will surely help with the global chip shortages, which have even hit the automotive sector.

Intel Core i5-11400 Runs Without a Cooler Under Thermal Camera

Famous chip photographer Fritzchens Fritz has always surprised us with some awesome die shots of the latest processors. Today, he has prepared another interesting surprise for all technology enthusiasts. Mr. Fritz has managed to run Intel's Core i5-11400 "Rocket Lake" processor without any type of colling solution, and use a thermal camera to capture what is happening inside the silicon. As the Rocket Lake design is impossible to run at any low-power setting, the author has made some changes to get a sustained run from the CPU. For starters, he set the operating clock speed to the constant 800 MHz, with iGPU, AVX, and HyperThreading disabled. The VCCSA was offset by -0.200 mV and the memory speed was lowered to DDR4-1333 speed.

The results? Well, the CPU has managed to run some tests without a cooler, and the thermal camera shows us just how the CPU works. As a CPU core gets in use, a thermal camera picks it up and we can see a core sort of spiking. Its temperature increases and it becomes distinctive from the rest of the die. After some time, the CPU became unusable, which is to be expected given that Rocket Lake's power-hungry design managed to survive quite a long time without any sufficient cooling.
You can check out the YouTube video below and see the magic happen.

AMD Releases Radeon Software Adrenalin 2020 Edition 21.5.1 Drivers

AMD has today updated its Radeon Software Adrenalin 2020 Edition version 21.5.1 drivers, bringing many features on board as well as fixing a lot of issues that have appeared in the past. Starting with support for the Resident Evil Village PC game, AMD promises to deliver up to 13% better frame rate at 4K maximum settings, while using the Radeon RX 6800 XT graphics card. The comparison was conducted with a reference to the previous driver, 21.4.1, which didn't allow the card to reach as high FPS as it is now possible with the proper support for the game. Another game that is added to the support list is Metro Exodus PC Enhanced Edition. Some fixes have been implemented, as the incorrect performance metrics that may have incorrectly reported temperatures on Ryzen 5 1600 series processors. For a detailed list of bug fixes, please take a look at the list below.
DOWNLOAD: AMD Radeon Software Adrenalin 2020 Edition 21.5.1

Global Chip Shortage Takes Another Toll... Now Your Home Router?

The global supply of semiconductor processors has been at risk lately. Starting from GPUs to CPUs, the demand for both has been much greater than the available supply. Manufacturing companies, such as TSMC, have been expanding capacities, however, they have not yet been able to satisfy the demand. We have seen the results of that demand in a form of the scarcity of the latest generation of graphics cards, covering NVIDIA's GeForce RTX 3000 series Ampere, and AMD' Radeon RX 6000 series Big Navi graphics cards. Consumers have had a difficult time sourcing them and they have seen artificial price increase that is much higher than their original MSRP.

However, it doesn't seem like the situation will improve. According to the latest reporting from Bloomberg, the next victim of global chip shortage is... you guessed it, your home internet router. The cited sources have noted that the waiting list to get a batch of ordered routers has doubled the waiting time, from the regular 30 weeks to 60-week waiting time. This represents a waiting list that is more than a year long. With the global COVID-19 pandemic still going strong, there is an increased need for better home router equipment, and delays can only hurt broadband providers that supply routers. Taiwan-based router manufacturer Zyxel Communications, notes that the company has seen massive demand for their equipment. Such a massive demand could lead to insufficient supply, which could increase prices of routers well above their MSRP and bring scarcity of them as well.

Raja Koduri Teases "Petaflops in Your Palm" Intel Xe-HPC Ponte Vecchio GPU

Raja Koduri of Intel has today posted an interesting video on his Twitter account. Showing one of the greatest engineering marvels Intel has ever created, Mr. Koduri has teased what is to come when the company launches the Xe-HPC Ponte Vecchio graphics card designed for high-performance computing workloads. Showcased today was the "petaflops in your palm" chip, designed to run AI workloads with a petaflop of computing power. Having over 100 billion transistors, the chip uses as much as 47 tiles combined in the most advanced packaging technology ever created by Intel. They call them "magical tiles", and they bring logic, memory, and I/O controllers, all built using different semiconductor nodes.

Mr. Koduri also pointed out that the chip was born after only two years after the concept, which is an awesome achievement, given that the research of the new silicon takes years. The chip will be the heart of many systems that require massive computational power, especially the ones like AI. Claiming to have the capability to perform quadrillion floating-point operations per second (one petaflop), the chip will be a true monster. So far we don't know other details like the floating-point precision it runs at with one petaflop or the total power consumption of those 47 tiles, so we have to wait for more details.
More pictures follow.

AMD to Supply Only a Few Thousand Radeon RX 6700 XT GPUs for Europe at Launch

The global supply chain of graphics cards is currently not very well equipped to handle the massive demand that exists for the latest generation of GPUs. Just like we have seen with the launch of NVIDIA GeForce RTX 3000 series Ampere, and AMD Radeon RX 6000 series Big Navi SKUs, the latest generation graphics cards are experiencing massive demand. And manufacturers of these GPUs are not very well equipped to handle it all, so there is a huge scarce for GPUs in the global market. With AMD's recent announcement of the Radeon RX 6700 XT graphics card, things are not looking any better, and the availability of this GPU could be very tight at launch.

According to information obtained by Igor's Lab, AMD could supply only a few thousand Radeon RX 6700 XT GPUs for Europe as a whole. To be precise, Igor's Lab notes that "If you condense the information of various board partners and distributors to a trend, then there are, depending on the manufacturer and model, only a few pieces (for Germany) to a few thousand for the EU as a whole." This could be a very bad indication of AMD's supply of these new GPUs globally, not just for Europe. The company is currently relying on the overbooked TSMC, which can only produce a limited amount of chips at the time, and we don't know how much capacity AMD allocated for the new chip.

GLOBALFOUNDRIES 22FDX RF Solution Provides the Basis for Next-Gen mmWave Automotive Radar

GLOBALFOUNDRIES (GF ), the global leader in specialty semiconductor manufacturing, and Bosch will partner to develop and manufacture next-generation automotive radar technology.

Bosch chose GF as its partner to develop a mmWave automotive radar system-on-chip (SoC) for Advanced Driver Assistance Systems (ADAS) applications, manufactured using GF's 22FDX RF solution. ADAS applications help drivers stay safe by keeping a vehicle in the correct lane, warning of collisions, initiating emergency braking, assisting with parking, and more.

SiPearl to Manufacture its 72-Core Rhea HPC SoC at TSMC Facilities

SiPearl has this week announced their collaboration with Open-Silicon Research, the India-based entity of OpenFive, to produce the next-generation SoC designed for HPC purposes. SiPearl is a part of the European Processor Initiative (EPI) team and is responsible for designing the SoC itself that is supposed to be a base for the European exascale supercomputer. In the partnership with Open-Silicon Research, SiPearl expects to get a service that will integrate all the IP blocks and help with the tape out of the chip once it is done. There is a deadline set for the year 2023, however, both companies expect the chip to get shipped by Q4 of 2022.

When it comes to details of the SoC, it is called Rhea and it will be a 72-core Arm ISA based processor with Neoverse Zeus cores interconnected by a mesh. There are going to be 68 mesh network L3 cache slices in between all of the cores. All of that will be manufactured using TSMC's 6 nm extreme ultraviolet lithography (EUV) technology for silicon manufacturing. The Rhea SoC design will utilize 2.5D packaging with many IP blocks stitched together and HBM2E memory present on the die. It is unknown exactly what configuration of HBM2E is going to be present. The system will also see support for DDR5 memory and thus enable two-level system memory by combining HBM and DDR. We are excited to see how the final product looks like and now we wait for more updates on the project.

Industry Specialists Expect Chip Shortages to Last Until 2022

Industry specialists with various analysis groups have stated that they expect the world's current chip supply shortages to not only fail to be mitigated in the first half of 2021, but that they might actually last well into 2022. It's not just a matter of existing chip supply being diverted by scalpers, miners, or other secondary-market funnels; it's a matter of fundamental lack of resources and production capacity to meet demand throughout various quadrants of the semiconductor industry. With the increased demand due to COVID-19 and the overall increasingly complex design of modern chips - and increased abundance of individual chips within the same products - foundries aren't being able to scale their capacity to meet growing demand.

As we know, the timeframe between start and finish of a given semiconductor chip can sometimes take months. And foundries have had to extend their lead times (the time between a client placing an order and that order being fulfilled) already. This happens as a way to better plan out their capacity allocation, and due to the increased complexity of installing, testing, and putting to production increasingly complex chip designs and fabrication technologies. And analysts with J.P. Morgan and Susquehanna that are in touch with the pulse of the semiconductor industry say that current demand levels are 10% to 30% higher than those that can be satisfied by the fabrication and supply subsystems for fulfilling that demand.

AMD Instinct MI200 to Launch This Year with MCM Design

AMD is slowly preparing the next-generation of its compute-oriented flagship graphics card design called Instinct MI200 GPU. It is the card of choice for the exascale Frontier supercomputer, which is expected to make a debut later this year at the Oak Ridge Leadership Computing Facility. With the supercomputer planned for the end of this year, AMD Instinct MI200 is also going to get launched eight a bit before or alongside it. The Frontier exascale supercomputer is supposed to bring together AMD's next-generation Trento EPYC CPUs with Instinct MI200 GPU compute accelerators. However, it seems like AMD will utilize some new technologies for the making of this supercomputer. While we do not know what Trento EPYC CPUs will look like, it seems like Instinct MI200 GPU is going to feature a multi-chip-module (MCM) design with the new CDNA 2 GPU architecture. With this being the only information about the GPU, we have to wait a bit to find out more details.
AMD CDNA Die

Microchip Announces World's First PCI Express 5.0 Switches

Applications such as data analytics, autonomous-driving and medical diagnostics are driving extraordinary demands for machine learning and hyperscale compute infrastructure. To meet these demands, Microchip Technology Inc. today announced the world's first PCI Express (PCIe) 5.0 switch solutions—the Switchtec PFX PCIe 5.0 family—doubling the interconnect performance for dense compute, high speed networking and NVM Express (NVMe ) storage. Together with the XpressConnect retimers, Microchip is the industry's only supplier of both PCIe Gen 5 switches and PCIe Gen 5 retimer products, delivering a complete portfolio of PCIe Gen 5 infrastructure solutions with proven interoperability.

"Accelerators, graphic processing units (GPUs), central processing units (CPUs) and high-speed network adapters continue to drive the need for higher performance PCIe infrastructure. Microchip's introduction of the world's first PCIe 5.0 switch doubles the PCIe Gen 4 interconnect link rates to 32 GT/s to support the most demanding next-generation machine learning platforms," said Andrew Dieckmann, associate vice president of marketing and applications engineering for Microchip's data center solutions business unit. "Coupled with our XpressConnect family of PCIe 5.0 and Compute Express Link (CXL ) 1.1/2.0 retimers, Microchip offers the industry's broadest portfolio of PCIe Gen 5 infrastructure solutions with the lowest latency and end-to-end interoperability."

Apple Patents Multi-Level Hybrid Memory Subsystem

Apple has today patented a new approach to how it uses memory in the System-on-Chip (SoC) subsystem. With the announcement of the M1 processor, Apple has switched away from the traditional Intel-supplied chips and transitioned into a fully custom SoC design called Apple Silicon. The new designs have to integrate every component like the Arm CPU and a custom GPU. Both of these processors need good memory access, and Apple has figured out a solution to the problem of having both the CPU and the GPU accessing the same pool of memory. The so-called UMA (unified memory access) represents a bottleneck because both processors share the bandwidth and the total memory capacity, which would leave one processor starving in some scenarios.

Apple has patented a design that aims to solve this problem by combining high-bandwidth cache DRAM as well as high-capacity main DRAM. "With two types of DRAM forming the memory system, one of which may be optimized for bandwidth and the other of which may be optimized for capacity, the goals of bandwidth increase and capacity increase may both be realized, in some embodiments," says the patent, " to implement energy efficiency improvements, which may provide a highly energy-efficient memory solution that is also high performance and high bandwidth." The patent got filed way back in 2016 and it means that we could start seeing this technology in the future Apple Silicon designs, following the M1 chip.

Update 21:14 UTC: We have been reached out by Mr. Kerry Creeron, an attorney with the firm of Banner & Witcoff, who provided us with additional insights about the patent. Mr. Creeron has provided us with his personal commentary about it, and you can find Mr. Creeron's quote below.

TSMC to Put Away More Capacity for Automotive Industry if Possible

TSMC is one of the world's biggest semiconductor manufacturers, and the company is currently the leading provider of the newest technologies like 5 nm and 3 nm, along with advanced packaging. So far, TSMC's biggest customers have included Apple, NVIDIA, AMD, etc., where the company has mainly produced chips for mobile phones and PCs/Servers. However, Taiwan's Economics Ministry has announced that they have spoken to TSMC and have reached an agreement that the company will be putting away some additional capacity for the automotive industry, specifically for the production of automotive chips. The reason for this push is the increasing shortage of semiconductors for automakers, experienced due to the Trump administration sanctions against key Chinese chip factories.

TSMC has stated that "Other than continuously maximizing utilization of our existing capacity, Dr. Wei also confirmed in our investors' conference that we are working with customers closely and moving some of their mature nodes to more advanced nodes, where we have a better capacity to support them". The company also states that their capacities are fully utilized for now, however, TSMC has ensured ministry that "if production can be increased by optimizing production capacity, it will cooperate with the government to regard automotive chips as a primary application." That means that TSMC will not decrease any existing capacity, but rather just evaluate any increased capacity for automotive chip production.

AMD is Allegedly Preparing Navi 31 GPU with Dual 80 CU Chiplet Design

AMD is about to enter the world of chiplets with its upcoming GPUs, just like it has been doing so with the Zen generation of processors. Having launched a Radeon RX 6000 series lineup based on Navi 21 and Navi 22, the company is seemingly not stopping there. To remain competitive, it needs to be in the constant process of innovation and development, which is reportedly true once again. According to the current rumors, AMD is working on an RDNA 3 GPU design based on chiplets. The chiplet design is supposed to feature two 80 Compute Unit (CU) dies, just like the ones found inside the Radeon RX 6900 XT graphics card.

Having two 80 CU dies would bring the total core number to exactly 10240 cores (two times 5120 cores on Navi 21 die). Combined with the RDNA 3 architecture, which brings better perf-per-watt compared to the last generation uArch, Navi 31 GPU is going to be a compute monster. It isn't exactly clear whatever we are supposed to get this graphics card, however, it may be coming at the end of this year or the beginning of the following year 2022.

Intel CEO Says Using Competitor's Semiconductor Process in Intel Fabs is an Option

Semiconductor manufacturing is not an easy feat to achieve. Especially if you are constantly chasing the smaller and smaller node. Intel knows this the best. The company has had a smooth transition from other nodes to the smaller ones until the 10 nm node came up. It has brought Intel years of additional delay and tons of cost improving the yields of a node that was seeming broken. Yesterday the company announced the new Tiger Lake-H processors for laptops that are built using the 10 nm process, however, we are questioning whatever Intel can keep up with the semiconductor industry and deliver the newest nodes on time, and with ease. During an interview with Intel's CEO Bob Swan, we can get a glimpse of Intel's plans for the future of semiconductors at the company.

In the interview, Mr. Swan has spoken about the technical side of Intel and how the company plans to utilize its Fabs. The first question everyone was wondering was about the state of 10 nm. The node is doing well as three Fabs are ramping up capacity every day, and more products are expected to arrive on that node. Mr. Swan has also talked about outsourcing chip production, to which he responded by outlining the advantage Intel has with its Fabs. He said that outsourcing is what is giving us shortages like AMD and NVIDIA experience, and Intel had much less problems. Additionally, Mr. Swan was asked about the feasibility of new node development. To that, he responded that there is a possibility that Intel could license its competitor's node and produce it in their Fabs.
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