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From: neolib6/14/2019 3:20:33 PM
of 38171
 
GF & Soitec in WSA:

ebnonline.com

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From: neolib6/14/2019 3:52:58 PM
of 38171
 
Someone must have a very large sell at 30.50 order hanging out there:


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To: TGPTNDR who wrote (30705)6/14/2019 6:28:29 PM
From: Pravin Kamdar
of 38171
 
IMO the best reason for chiplets is to get heat out of the area of the CPU.

I'd say that is a really good benefit, but the best reason is chiplet yield -- vs monolithic large dies -- and all of the binning options that come with it. Also, chiplets allow you to update one kind of chiplet in the package without having to update an entire large monolithic die.

Pravin

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To: Pravin Kamdar who wrote (30709)6/14/2019 7:18:13 PM
From: neolib
of 38171
 
Not to mention, that the same CPU chiplet is used in all of AMD CPUs from low end DT to high end server. This time around it might be true of the APUs as well, but we don't actually know that yet. AMD has saved a lot of money having one common die.

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To: neolib who wrote (30710)6/14/2019 8:24:51 PM
From: combjelly
of 38171
 
It also makes "custom" chips a lot easier to do. I have no idea what the NREs are on an organic interposer, but it has got to be a whole lot less than a new mask set for a processor. Even if a new chiplet needs to be designed, the total costs are still a lot lower.

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To: combjelly who wrote (30711)6/14/2019 9:08:47 PM
From: neolib
of 38171
 
Its just a very high density pcb. But they did say there are only two suppliers in the world...

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To: neolib who wrote (30712)6/14/2019 11:39:24 PM
From: combjelly
of 38171
 
in principle, yes. I don't know what the software stack is, nor what the workflow through the tooling is like. In general, I suspect it is somewhere between a 10 layer PCB and those multilayer ceramic modules the military at least used to use all the time. It isn't like I can fire up Kicad with a plugin for these things...

I doubt if it is cost-effective to do, say 12 units unless it is for a military contract. You probably don't need a volume of millions of units a year for it to make sense. Does it make sense for a thousand units? Ten thousand? For those numbers, that opens a lot of possibilities. And could spell the end of the traditional merchant chip model for servers. Especially if other companies can use Infinity Fabric for their own designs.

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To: combjelly who wrote (30713)6/15/2019 12:36:44 AM
From: Pravin Kamdar
of 38171
 
reddit.com

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From: bit36/15/2019 12:50:56 AM
of 38171
 


The World’s Best CEOs of 2019

reddit.com

barrons.com

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To: bit3 who wrote (30715)6/15/2019 1:00:09 AM
From: FUBHO
of 38171
 
AMD may have better processors on a better process, but Intel has a more diverse workforce!

lol

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