klelatti

5 ms·

31.
AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive(newsletter.semianalysis.com)
3 points by klelatti 10mo ago|0 comments
32.
Kirin 9030 Hints at SMIC's Possible Paths Toward >300 MTr/Mm2 Without EUV(chentfred.substack.com)
4 points by klelatti 10mo ago|0 comments
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by klelatti 10mo ago
> Then in maybe one of the best rug pulls of all time, in July they quietly changed their valuation to $500 million. A 75% cut in four months. I’ve never seen anything like that since the 2008 financial crisis. Not sure where the author
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by klelatti 11mo ago
Discussed a few days ago: First Microprocessor – 50th Anniversary 2020 https://news.ycombinator.com/item?id=45932051
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by klelatti 11mo ago
Cook’s greatest achievement - Apple’s supply chain - has, as set out in the ‘Apple in China’ book [1], turned into Apple’s biggest risk and weakness. The next CEO won’t be worrying about Siri or Vision Pro; they’ll be trying to deal with A
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by klelatti 11mo ago
Genuine question: what compromises are you referring to here?
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by klelatti 11mo ago
I agree with Ken Shirriff [1] > In my view, the key features of a microprocessor are that it provides a CPU on a single chip (including ALU, control functions, and registers such as a program counter) and that it is programmable. Which m
38.
by klelatti 11mo ago
> We don't know how long Arm was cooking up ARMv8 in secret before they announced it in 2011. Was it five years? Was it 10? More? Arm says "We started work on ARMv8-A in 2007" Source: Arm plc Strategic Report 2014
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by klelatti 1y ago
Thank you. I’ve added a brief summary of this in the top comment.
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by klelatti 1y ago
For balance here is SemiAnalysis - who really know what they are talking about - on Substrate https://open.substack.com/pub/semianalysis/p/how-to-kill-2-m...
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by klelatti 1y ago
I don’t have the expertise to say whether I agree with the conclusions of the post but the experience and track records of the founders are surely relevant? Happy to be shown evidence that these sections of the post are wrong.
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by klelatti 1y ago
The same guys who couldn’t develop a sleep tracker? https://open.substack.com/pub/foxchapelresearch/p/i-think-su... Edit please note the comments in the linked post by SemiAnalysis below who have lots of repo
43.
SRI and Arc(abortretry.fail)
9 points by klelatti 1y ago|0 comments
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by klelatti 1y ago
It’s a false rumour. Arm has decades of ISA design experience and their chief architect has talked about designing Aarch64. Sure they Apple and Arm worked together but it wasn’t developed by Apple and given to Arm.
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by klelatti 1y ago
Very unlikely. Moving to Arm allowed Apple to have a single architecture across all their hardware and leverage iPhone designs as the starting point for Mac SoCs.
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by klelatti 1y ago
> The chip is expected to power future Microsoft Surface products scheduled for release in 2026. They would have to persuade MS to create Windows for RISC-V in this case.
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by klelatti 1y ago
You might like the AMP hour podcast that had the team behind the RP2350 on. Lots of interesting stuff on what was involved in making it. One of my favourite podcast episodes this year. https://theamphour.com/687-the-rp2350-w
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by klelatti 1y ago
Not to disagree with your critique but just to note that they are a microcontroller vendor with the RP2040 and RP2350. I do wonder if there is a long term wish to break their dependency on Broadcom but I suspect creating an SoC for the main
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by klelatti 1y ago
Sorry, Apple didn’t help to develop ARM originally. They were an early investor and customer of Advanced RISC Machines when it was spun out of Acorn.
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by klelatti 1y ago
It's clear that Arm worked with Apple on AArch64 but saying it was basically designed 'by Apple' rather than 'with Apple' is demonstrably unfair to the Arm team who have decades of experience in ISA design. If Apple
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by klelatti 1y ago
Probably closer to RISC-1 which shouldn't be surprising given Patterson's role in both - as Patterson himself sets out: https://aspire.eecs.berkeley.edu/2017/06/how-close-is-risc-v... https://
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by klelatti 1y ago
https://github.com/dramforever/easyriscv/blob/main/emulator....
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Whose Cup Are You Filling?(derekthompson.org)
2 points by klelatti 1y ago|0 comments
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by klelatti 1y ago
You might enjoy the Incautious Optimism Substack. Recent articles are paid but earlier ones are free and it’s full of fascinating technologies with an optimistic flavour. https://jordanwtaylor2.substack.com/
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by klelatti 1y ago
The Byrne 'solo album' number Big Business [1] has long been my favourite track (actually outtake) from Stop Making Sense. Byrne's eclectic collaborations and willingness to learn from others (eg Fela Kuti) have always amazed
56.
How AI Demand Is Driving a Multi-Year Memory Supercycle(viksnewsletter.com)
1 points by klelatti 1y ago|0 comments
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by klelatti 1y ago
Fair enough. Previously the commercial arm was 100% owned by the foundation and the foundation didn't make computers. Not true that nothing has changed though. Commercial arm has to answer to outside shareholders now which wasn't
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by klelatti 1y ago
Not really true any more. You've linked to the foundation but the computers are made by Raspberry PI Holdings which is listed on the London Stock Exchange. The foundation still owns part of the quoted company and retains its educationa
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by klelatti 1y ago
IIRC Arm licensed 'short instruction' encoding from Hitachi where it had been used SuperH to create Thumb which was key in getting Arm into phones.
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by klelatti 1y ago
Agree 100%. I think that without Saxby there would be no Arm as we know it today. IIRC Steve Furber and colleagues considered the licensing model and decided it would never work. Saxby made it work. All credit to him too for standing down b

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