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Re:Microsoft introduces its own chips for AI, with eye on cost by tambre on Wednesday November 15, 2023 @04:09PM (#38282526)
They're more constrained by advanced packaging (CoWoS) capacity rather than the manufacturing of the silicon.
Re:Microsoft introduces its own chips for AI, with eye on cost by tyfighter on Wednesday November 15, 2023 @04:27PM (#38282753)
But from the pictures, the Maia 100 is also using CoWoS packaging. That will be necessary for any new HBM chip.
Re:Microsoft introduces its own chips for AI, with eye on cost by localhost on Wednesday November 15, 2023 @08:13PM (#38284722)
The latest Stratechery interview had Pat Gelsinger on it and he was talking about how Intel is happy to package up TSMC dies in their foundries. Relevant quote:

> So it really brings together many of the things that Intel is doing as an IDM, now bringing it together in a heterogeneous environment where we’re taking TSMC dies. We’re going to be using other foundries in the industry, we’re standardizing that with UCIe. So I really see ourself as the front end of this multi-chip chiplet world doing so in the Intel way, standardizing it for the industry’s participation with UCIE, and then just winning a better technology.