The Circuit · 18 Dec 2023 · 42m · Episode 49
Ben Bajarin and Jay Goldberg analyze recent semiconductor events, focusing on Marvell's data center strategy, AMD's MI300 X AI accelerator, and Intel's Meteor Lake client silicon. They discuss Marvell's positioning as a data infrastructure company and its semi-custom business, while noting AMD's strong execution with Microsoft and Meta as customers for its MI300 X, though its ROCm software stack lags behind Nvidia's CUDA. The hosts also examine Intel's Meteor Lake chiplet SOC, debating whether it represents a generational leap or merely a competitive response to Apple's M-series chips, and express skepticism about the near-term consumer value of AI PCs.
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George Cozma of Chips and Cheese and Jordan Cozma of Storage Review join Bryan Cantrill and Adam Leventhal of Oxide Computer Company to analyze AMD's MI300 series, particularly the MI300A APU. The group compares AMD's unified memory architecture and open-source ROCm software stack against NVIDIA's Grace Hopper and CUDA ecosystem, discussing the implications for accelerated compute, data center power density, and the future of AI hardware.
AMD CTO Mark Papermaster discusses the company's transition to 7nm Zen architecture, chiplet-based designs like the Threadripper 3990X, and the integration of specialized accelerators for AI workloads. Imagination Technologies CEO Ron Black explains the company's strategic pivot toward automotive graphics, ray tracing, and RISC-V cores, highlighting the resumption of its partnership with Apple. EE Times editors analyze 2020 investment trends, emphasizing that data generation from apps is driving semiconductor growth, with specific focus on memory, RF front-ends, and power infrastructure in developing economies.
Host Daniel Bogdanoff previews Season 5 of Moore's Lobby, highlighting upcoming episodes with Steve Cozier of Skywater Technology, AMD's Sam Napstigger, and Intel's Wei Li. The trailer outlines discussions on the foundry business model, implementing power management ICs via microcontroller backdoors, and optimizing AI software performance on Intel platforms.
Phil Williams hosts an EE Times briefing covering four major industry developments. Dylan McGrath analyzes how Intel's CPU shortage is allowing AMD to capture market share in the PC sector. Editor-in-Chief Brian Santo critiques AT&T and Verizon's premature 5G fixed wireless rollout, citing poor business cases and technical shortcomings. The episode also features Junko Yoshida and Rick Merritt discussing the competitive AI silicon landscape, highlighting NVIDIA's dominance and emerging players, before concluding with a report on management turmoil at SMIC and its implications for China's domestic DRAM strategy.
Jim McGregor, co-founder of Tirias Research, discusses the evolving competitive landscape of the semiconductor industry, identifying Intel, AMD, and NVIDIA (following its potential acquisition of Arm) as the new dominant trio. He explains how the convergence of computing, connectivity, and intelligence is blurring traditional boundaries, with companies like Qualcomm, Samsung, and MediaTek competing across smartphones, servers, and automotive sectors. McGregor highlights the shift toward heterogeneous computing, specialized accelerators like DPUs, and the move away from monolithic dies toward multi-chip modules and advanced packaging to overcome Moore's Law limitations.
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