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

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.

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.

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.
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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.

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.

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.

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

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.

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

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.

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.

$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.

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.

An Interview with Pat Gelsinger

2 HN points • 24 Feb 24
🕹 Technology Packaging
  1. Intel aims to become the #2 foundry by revenue by 2030, focusing on external business only.
  2. The company is heavily relying on its 18A node for leadership, with expectations for best transistors and powering top products by 2025.
  3. Intel is striving for both foundry and product leadership, emphasizing mutual development between manufacturing and product teams for success.

An Interview with Aart de Geus, ex-CEO Synopsys

1 HN point • 11 Mar 24
🕹 Technology Semiconductors Artificial Intelligence Automotive Software Industry Trends
  1. EDA software is crucial for designing chips, involving multiple stages like logic design, simulation, and multiphysics tools.
  2. Synopsys, a major player in EDA, has been in the industry since 1986, offering IP for chip design and recently acquired Ansys for simulation software enhancement.
  3. The future of chip design involves complexities like chipletization, 3D stacking, and the intersection of software and silicon, driving the evolution and demand in the industry.

Unboxing the Tenstorrent Grayskull AI Developer Kit

3 HN points • 31 Jan 24
🕹 Technology AI Hardware Software Artificial Intelligence
  1. Getting hardware into the hands of developers is crucial for AI start-ups to succeed.
  2. The Tenstorrent Grayskull AI Developer Kit provides two versions - e75 and e150, designed to engage developers and receive feedback on software stacks.
  3. The kit comes with easy setup instructions, high and low-level software stacks (TT-Buda and TT-Metalium), and a focus on transparency and community engagement.

An Interview with Renee James, CEO Ampere Computing

1 HN point • 28 Feb 24
🕹 Technology Semiconductors Cloud Computing AI Software Innovation
  1. Efficiency is crucial for the future of AI, requiring high-performance CPUs that operate in tight power envelopes.
  2. Ampere Computing has succeeded by tackling challenges such as power constraints and building a full platform that includes software optimization.
  3. The company aims to be an at-scale semiconductor company, emphasizing the importance of diversity in suppliers and the need for merchant market silicon vendors for innovation and problem-solving.