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Source Archive

morethanmoore.substack.com

morethanmoore.substack.com
28 articles
2026-02-01
morethanmoore.substack.com main

Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more

2026-01-31
morethanmoore.substack.com main

Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more

The Future is Faster Than Anyone Expected  —  If you rewind the clock ten years, AMD 0.00%↑ was not the company it is today.

2026-01-19
morethanmoore.substack.com main

Q&A with SiFive co-founder Krste Asanović, who was part of the original team that developed RISC-V, on creating a company that builds IP around RISC-V, and more

Update: SiFive just announced today that it has partnered with NVIDIA for NVLink Fusion on RISC-V. It's a big step, and we'll be covering that separately.

2026-01-18
morethanmoore.substack.com main

Q&A with SiFive co-founder Krste Asanović, who was part of the original team that developed RISC-V, on creating a company that builds IP around RISC-V, and more

Update: SiFive just announced today that it has partnered with NVIDIA for NVLink Fusion on RISC-V. It's a big step, and we'll be covering that separately.

2026-01-16
More Than Moore related

SiFive says it will integrate Nvidia's NVLink Fusion with its RISC-V processor IP platforms, letting SiFive silicon communicate with Nvidia's and partner chips

SiFive To Integrate Nvidia NVLink Fusion  —  In a move that could have major implications for future AI datacenters, SiFive …

2026-01-06
More Than Moore related

AMD unveils Ryzen AI 400 Series chips for AI PCs, with up to 12 Zen 5 CPU cores and 16 RDNA 3.5 GPU cores, built with TSMC's N4X node, available in Q1 2026

More Than Moore related

AMD teases its next-generation CDNA 6-based MI500 AI chips built on a 2nm node, claiming 1,000x performance gains over predecessors, launching in 2027

Advanced Micro Devices (AMD.O) CEO Lisa Su showed off a number of the company's AI chips on Monday at the CES trade show in Las Vegas …

2025-12-26
More Than Moore related

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...

More Than Moore related

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

2025-12-25
More Than Moore related

Disruptive CEO Alex Davis says Nvidia has agreed to buy assets from Groq for $20B in cash; leaked email: Jensen Huang says Nvidia is not acquiring Groq

Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash …

More Than Moore related

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

2025-12-18
morethanmoore.substack.com main

An in-depth look at a recent research paper that offered a roadmap to the viability of 3D HBM-on-GPU integration for improved AI performance and utilization

Five Things You Should Know Before Reading:  — “3D HBM” Now Feasible: Offers improved AI performance and utilization.

2025-07-25
More Than Moore related

Intel reports Q2 revenue flat YoY at $12.9B, vs. $11.9B est., a $2.9B loss due to restructuring and impairment charges, and forecasts Q3 revenue above estimates

US chipmaker posts positive revenue and forecast as it cuts jobs  —  Intel chief executive Lip-Bu Tan pushed ahead …

More Than Moore related

Intel reports Q2 revenue flat YoY at $12.9B, vs. $11.9B est., a $2.9B loss due to restructuring and impairment charges, and forecasts Q3 revenue above estimates

US chipmaker posts positive revenue and forecast as it cuts jobs  —  Intel chief executive Lip-Bu Tan pushed ahead …

More Than Moore related

Intel cancelled planned fab projects in Germany and Poland, and will consolidate its testing and assembly operations in Vietnam and Malaysia

Intel reported second-quarter results on Thursday that beat Wall Street expectations on revenue, as the company's new CEO Lip-Bu Tan announced significant cuts in chip factory construction.

More Than Moore related

Intel cancelled planned fab projects in Germany and Poland, and will consolidate its testing and assembly operations in Vietnam and Malaysia

Intel reported second-quarter results on Thursday that beat Wall Street expectations on revenue, as the company's new CEO Lip-Bu Tan announced significant cuts in chip factory construction.

2025-02-27
More Than Moore related

Nvidia reports Q4 revenue up 78% YoY to $39.33B, vs. $38.05B est., Data Center revenue up 93% to $35.6B, and FY 2025 revenue up 114% to $130.5B

Nvidia reported fourth-quarter earnings after the bell on Wednesday that beat Wall Street expectations.  The company also provided strong guidance for the current quarter.

2025-02-06
More Than Moore related

Arm reports Q3 revenue up 19% YoY to $983M, vs. $946.7M est., royalty revenue up 23% YoY to $580M, and lowers is FY revenue guidance; ARM drops 5%+

Max A. Cherney / Reuters :

More Than Moore related

Qualcomm CEO Cristiano Amon says Arm has withdrawn its October 2024 breach notice against Qualcomm and Arm no longer plans to end its Qualcomm license agreement

Qualcomm's (QCOM.O) Chief Executive Officer Cristiano Amon on Wednesday said Arm Holdings (O9Ty.F) has withdrawn a threat …

2025-02-05
More Than Moore related

AMD reports Q4 revenue up 24% YoY to $7.66B, Data Center revenue up 69% to $3.86B, vs. $4.09B est., and forecasts Q1 sales of $6.8B to $7.4B, vs. $7.04B est.

- Results suggest the chipmaker is still lagging behind Nvidia  — Company fares better in PC market, making gains on Intel