More Than Moore

More Than Moore substack explores advancements in semiconductor technologies, focusing on architectural developments, market trends, and innovations in silicon, AI, and processors. It features interviews with industry leaders, analysis of company strategies, and updates on process technologies and hardware for AI and gaming applications.

Semiconductor Industry Trends Processor Architectures Market Analysis Artificial Intelligence Hardware Quantum Computing Foundry and Fabrication Technologies Investment and Funding in Tech Gaming and Graphics Technologies High-Performance Computing Emerging Technologies and Innovations

The hottest Substack posts of More Than Moore

And their main takeaways

NVIDIA 2025 Q4 Financials

233 implied HN points • 27 Feb 25
💼 Business Finance Earnings Technology Market Trends Growth Strategy
  1. NVIDIA is seeing huge success, with its revenue and profits growing significantly. Their Q4 revenue reached $39.3 billion, which is a 78% increase from last year.
  2. Most of NVIDIA's growth comes from their data center business, which accounts for over 90% of their revenue. They are becoming primarily a data center company with strong sales of AI training hardware.
  3. While the gaming sector is struggling a bit, NVIDIA's automotive division is booming, having achieved 103% growth in Q4. Their self-driving technology is driving this success.

AMD Q4 2024 and FY Financials

373 implied HN points • 05 Feb 25
💼 Business Finance Tech industry Market Analysis Revenue growth Product Development
  1. AMD's revenue has seen a big boost, with a 24% increase in Q4 2024 compared to the previous year. This growth is driven by strong sales in their data center and client segments.
  2. The company has shifted its focus towards high-margin products, which has significantly improved profitability. Their data center revenue is now a major part of their earnings.
  3. While AMD's gaming sector faced challenges with declining sales, they expect a recovery in 2025 as console orders normalize and new products are launched.

Intel 2024 Q4 Financials

326 implied HN points • 31 Jan 25
💼 Business Finance Technology Corporate Market Analysis Earnings Report
  1. Intel had a rough 2024 but showed some improvement in Q4, with revenue slightly up from Q3.
  2. The company is focusing on its new 18A technology and is getting funding to support its manufacturing efforts.
  3. While Intel is still facing challenges, especially in the AI and GPU market, there's cautious optimism for future products like Panther Lake and Nova Lake.

ASML 2024 Q4 Financials

280 implied HN points • 29 Jan 25
💼 Business Finance Economics Investing Corporate Market Trends
  1. ASML had a great Q4 in 2024, with revenue hitting €9.3 billion, which is a 28% increase from the previous year. This makes it their highest earning quarter ever.
  2. The company shipped a total of 132 lithography machines in Q4, marking a strong demand for their products. They even sold their first High-NA EUV systems during this time.
  3. For 2025, ASML expects to continue growing with projected revenue between €30 billion and €35 billion. They are optimistic about increased sales in the AI chip market.

Q&A With Marvell CEO Matt Murphy

303 implied HN points • 13 Jan 25
🕹 Technology Semiconductors Software AI Data Centers
  1. Marvell is focusing on custom chip design to meet the growing demand from large tech companies, helping them create tailored solutions without needing extensive in-house resources. This trend is important for optimizing performance and costs in data centers.
  2. The company recently announced a new high-performance memory interface called HBM, which is in high demand for advanced computing. They are offering innovative designs to enhance speed and reduce power usage.
  3. Marvell sees significant growth opportunities in the AI sector, believing there are still many product cycles ahead. They are committed to investing in R&D to stay competitive in this rapidly evolving market.
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Where Was RDNA4 at AMD’s Keynote?

326 implied HN points • 06 Jan 25
🕹 Technology Hardware Software Gaming Electronics Artificial Intelligence
  1. AMD didn't announce RDNA4 at the CES keynote because they felt a short presentation wouldn't do it justice. They want to provide detailed information rather than leave people with questions.
  2. AMD plans to share more about RDNA4 through partners at CES, but a dedicated event will follow for an in-depth reveal. They are close to launch but wanted to wait for the right time.
  3. The naming scheme for new graphics cards will be clearer to help users make better comparisons. AMD aims to improve performance in key gaming areas and ensure good value for consumers.

Arm's 2025 Q3 Financial Results

46 implied HN points • 06 Feb 25
💼 Business Finance Revenue Licensing Growth Market Trends
  1. Arm's recent financial results show a big increase in revenue, largely thanks to the growing demand for AI and new technology. They set records in both total and royalty revenues this quarter.
  2. The company is heavily investing in research and development, increasing their spending and hiring more engineers to stay competitive. This is helping them innovate and improve their products.
  3. Arm faces competition from other chip designers and ecosystems like RISC-V, so they must navigate these challenges carefully to maintain their market share and continue growing.

Qualcomm’s Cloud AI 100 PCIe: Now For All

93 implied HN points • 06 Jan 25
🕹 Technology AI hardware Cloud Computing Machine Learning Embedded Systems Data processing
  1. Qualcomm's Cloud AI 100 PCIe card is now available for the wider embedded market, making it easier to use for edge AI applications. This means businesses can run AI locally without relying heavily on cloud services.
  2. There are different models of the Cloud AI 100, offering various compute powers and memory capacities to suit different business needs. This flexibility helps businesses select the right fit based on how much AI processing they require.
  3. Qualcomm is keen to support partnerships with OEMs to build appliances that use their AI technology, but they are not actively marketing it widely. Interested users are encouraged to reach out directly for collaboration opportunities.

Intel Q3'2024 Financials: Hallowe'en

256 implied HN points • 01 Nov 24
🕹 Technology Semiconductors Business strategy Financial Analysis Product Development Market Trends
  1. Intel's recent financial report shows a drop in revenue but highlights some solid fundamentals when looking closer. The big losses are mostly from costs tied to restructuring and asset impairment, but without those, the numbers look much better.
  2. The company is focusing heavily on improving its margins and operations with new products coming up, especially in AI and client computing. However, they face tough competition in the AI market, lagging behind companies like NVIDIA.
  3. There are expectations for recovery in margins and revenue as newer products are released in the coming years. Overall, the restructuring seems to have some positive signs, but Intel needs to effectively deliver on its promised technology advancements.

Tenstorrent Extends Japan Engagement

210 implied HN points • 05 Nov 24
🕹 Technology Semiconductors AI Development Engineering Hardware Software
  1. Tenstorrent is focusing on a combination of selling hardware and open-sourcing their software. This allows them to work closely with clients while still attracting broader interest.
  2. The company is training up to 200 Japanese engineers in their technology to help improve local manufacturing capabilities. This will enhance skills in the region and expand the use of their designs.
  3. Tenstorrent is growing its operations in Japan and developing local teams. This signals their commitment to being a key player in the Japanese semiconductor industry.

Q&A with IBM CEO Arvind Krishna

93 implied HN points • 08 Nov 24
💼 Business Consulting Technology AI Revenue Innovation Partnerships
  1. IBM is focusing on consulting, cloud services, AI, and research, as it no longer has a consumer division. Companies turn to IBM for help in improving efficiency and upgrading their technology.
  2. The launch of new AI models, like Granite, shows IBM's commitment to innovation in AI. They believe smaller, more efficient models are the future, making AI cheaper and easier to use.
  3. IBM is changing its approach to partnerships, focusing on collaboration with other companies instead of competing. This strategy helps enhance their offerings and build stronger business relationships.

The Risk of RISC-V: What's Going on at SiFive?

405 HN points • 24 Oct 23
🕹 Technology Semiconductor RISC-V Funding
  1. RISC-V is a royalty-free alternative for core architectures with high adoption in low-end core space.
  2. SiFive, a major player in RISC-V, has experienced significant layoffs and a shift towards focusing on custom cores.
  3. There is speculation around SiFive's investor funding situation, but the company has clarified that they are well-funded and continuing to enhance their product roadmap.

The Jim Keller Book List

210 implied HN points • 07 Mar 24
🕹 Technology Books Interviews Recommendations
  1. Jim Keller, an accomplished CEO and architect, emphasizes the value of reading books to gain ideas, interact with concepts, and expand knowledge.
  2. He has shared a list of book recommendations, including titles like 'Against Method' and 'Grendel,' to offer insights and learning opportunities to others.
  3. Keller's book list includes a variety of genres and authors, showcasing a diverse collection of readings for personal growth and development.

TSMC OIP Forum: Fabs, N3/N2+BSPN

303 implied HN points • 01 Dec 23
🕹 Technology Semiconductors Manufacturing Innovation Research Events
  1. TSMC is a leading foundry with a focus on developing cutting-edge technologies and hosting events to showcase their advancements and collaborations.
  2. TSMC's current focus is on production, including expanding fab capabilities and advancing in process nodes like N3 and N2 with improved performance and power efficiency.
  3. In addition to process nodes, TSMC is also working on advancements in memory technology like HBM3 and HBM4, as well as expanding analog design tools and focusing on 3D integration for complex chip packaging.

Want to play AAA Games in Your Car?

233 implied HN points • 04 Jan 24
🕹 Technology Computing Automotive Gaming AI Hardware
  1. At CES, AMD announced new automotive APUs for in-car entertainment, driver safety, and autonomous driving.
  2. The new AMD chips support a gaming experience in cars, with potential for multiple displays and better graphics performance.
  3. AMD's acquisition of Xilinx enhances their presence in automotive technology, particularly in ADAS with their Versal AI Edge processors.

Intel Demonstrates High-Speed 3nm Silicon

186 implied HN points • 20 Feb 24
🕹 Technology Semiconductors Engineering
  1. Intel showcased high-speed 3nm silicon technology at ISSCC 2024, revealing their advancements in SERDES connectivity.
  2. SERDES links, like PCIe, have evolved over the years and can now achieve faster transfer rates through encoding advancements like PAM-4 and PAM-6.
  3. Presenting impressive silicon like the Bixby Creek chip demonstrates Intel's commitment to developing power-efficient high-speed connections and prepares IP blocks for customer use in new process nodes.

AMD Q4 and FY 2023 Results

186 implied HN points • 19 Feb 24
💰 Finance Earnings Market Analysis Revenue
  1. AMD had a strong Q4 in 2023 with record-breaking revenue, driven by its Data Center Business Unit.
  2. The Client computing sector saw improvement in Q4 2023 after facing challenges in the first half of the year due to market shifts and inventory digestion.
  3. AMD's Gaming unit experienced a decline in Q4 revenue, mainly due to semi-custom sales, but overall yearly numbers were up with increased Radeon sales.

Intel Foundry Event: Press Q&A

140 implied HN points • 21 Feb 24
🕹 Technology Events Research Tech Companies Interview
  1. A 30-minute press Q&A was held during the Intel Foundry event with key executives, allowing for open discussions and questions.
  2. The post includes details on upcoming content, such as an interview with Intel CEO Pat Gelsinger and a brief overview from a Twitter thread.
  3. The publication, More Than Moore, offers paid subscriber-exclusive content and engages with various high-tech companies in the industry for research and analysis.

Interview with Intel’s Dr. Ann Kelleher

186 implied HN points • 22 Nov 23
🕹 Technology Semiconductors Manufacturing Research and Development Innovation Engineering
  1. Intel has been successful in using EUV in their Intel 4 technology
  2. The development of nodes at Intel involves extensive research, pathfinding, and process development before transferring to high-volume manufacturing
  3. Intel is progressing well with their roadmap of '5 nodes in 4 years', with Intel 4 completed and Intel 3 on track

Intel's Core Brand Change

233 implied HN points • 15 Jun 23
🕹 Technology Branding
  1. Intel is changing their Core brand to focus on 'U'
  2. Intel Core has been a significant element in personal computer branding
  3. Article is for paid subscribers only

The Race to 2nm: RISC-V Chips in Japan

87 HN points • 27 Feb 24
🕹 Technology Semiconductors AI RISC-V Manufacturing Research
  1. Rapidus, a new semiconductor company in Japan, aims to bring 2nm manufacturing capacity online by 2027 with backing from major Japanese companies and government subsidies.
  2. The Leading-Edge Semiconductor Technology Center (LSTC) in Japan, a collaboration between the US and Japan, will focus on advanced research and building vital silicon for both economies.
  3. Tenstorrent's collaboration with LSTC involves providing advanced high-performance RISC-V cores and chiplets, indicating a push towards AI acceleration and cutting-edge technology development.

5 Years Late, Only #2

116 implied HN points • 16 Nov 23
🕹 Technology Supercomputers Semiconductors Hardware Efficiency
  1. The supercomputer Aurora faced delays and its performance fell short compared to expectations.
  2. Efficiency metrics show Aurora's performance ratio lagging behind other systems on the Top500 list.
  3. Limited timeframe for optimization impacted Aurora's benchmark results, emphasizing the challenge of extracting peak performance.

Double Video: AMD Siena and Intel Substrates

116 implied HN points • 18 Sep 23
🕹 Technology Tech Events Tech Updates
  1. This week Intel had important events like FPGA Technology Day and Intel Innovation.
  2. Intel announced advancements in packaging including Glass Core Substrates for machine learning hardware.
  3. AMD introduced Siena, a 64-core cut down version of Bergamo, catering to power or space limited deployments.

Intel to IPO the FPGA Group

93 implied HN points • 04 Oct 23
💼 Business Technology Finance Companies Investing Market Analysis
  1. Intel is planning to IPO its FPGA Group, following a similar model as with Mobileye.
  2. The Programmable Solutions Group, formed from the Altera acquisition, has been a consistent revenue generator for Intel.
  3. Intel's reorganization will provide better financial transparency and strategic flexibility for the FPGA business unit.

More Than Moore: Semiconductor Analysis

233 implied HN points • 17 May 22
  1. Dr. Ian Cutress has transitioned from a journalist to an Analyst and Influencer focusing on the semiconductor market.
  2. The post provides technical expertise and messaging support to companies in the semiconductor industry.
  3. The content is exclusive to paid subscribers.

$INTC Doubling Down, Again

70 implied HN points • 11 May 23
💼 Business Technology Finance Economy Industry Investing
  1. Intel's financial quarter showcased significant drop in revenue and margins.
  2. Changes in reporting structures for different business units, like CGFX, AXG, Silicon Photonics, and Automotive Foundry.
  3. Intel provided guidance for Q2, including lower revenue and gross margins compared to the previous year.

Every AI Model Needs Its Own Chip, says Taalas

4 HN points • 06 Mar 24
🕹 Technology AI Hardware Startups
  1. Start-ups are focusing on developing silicon dedicated to processing AI workloads which can offer efficiency and cost benefits.
  2. Taalas, a new startup, aims to create architecture and chips that are model-specific, breaking the efficiency barrier in AI silicon.
  3. The future of AI hardware may lie in dedicated, fixed chips designed at the time of deployment to meet specific compute workload needs, potentially revolutionizing machine learning technology.