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

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 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.

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.
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Seven Highlights from AMD's CEO Dr Lisa Su

0 implied HN points • 24 Feb 25
🕹 Technology AI Cloud Hardware Data Software
  1. AMD expects their AI business to grow to over $10 billion a year. This shows they are really focusing on artificial intelligence as a big part of their future.
  2. They are planning to create an AI Developer Cloud, which will help developers access tools for building AI applications. This could make it easier for more people to work on AI projects.
  3. AMD believes that training AI models will be the main focus in 2025. This means they are shifting gears from just inference tasks to actually training the models needed for AI.