N4P is supposed to be -22% power @ iso-perf relative to base N5. Relative to N5P, however, TSMC’s numbers give something like +4% perf, iso-power, or -7% power, iso-perf. Honestly, kinda marginal gains. Does beg the question, however. With Zen 5 widely expected to bring a much “bigger” core, but only small improvements on the […]
Japan’s Financial Services Agency backs a PIP stablecoin experiment with multiple banks. Japan’s Financial Services Agency (FSA) announces support for the Payment Innovation Project (PIP) stablecoin experiment beginning November 2025 in Japan, involving Mizuho Bank, MUFG Bank, Sumitomo Mitsui Banking Corporation, Mitsubishi Corporation, Mitsubishi UFJ Trust and Progmat, Inc.; the FinTech Proof-of-Concept Hub launched PIP […]
If this is true, and I believe it could be true, it is quite sad, because NVIDIA cannot get enough wafers even if they wanted to (they could be going to Samsung for cost but it is not like they could go all TSMC anyway).As for AMD, to partner exclusively with TSMC they need to […]
OpenAI explicitly requested federal loan guarantees for AI infrastructure in an October 27 letter to the White House—which kindly refused the offer. The 11-page letter, submitted to the Office of Science and Technology Policy, called for expanding tax credits and deploying “grants, cost-sharing agreements, loans, or loan guarantees to expand industrial base capacity” for AI […]
AMD is already looking ahead to its Zen 7 generation and is planning the final details for its next generation of Zen IP. The first hints come from YouTuber “Moore’s Law Is Dead,” which points to a few interesting decisions. AMD plans to extend its multi‑class core strategy that began with Zen… www.techpowerup.com
More than 8 big cores on a single node instead of dual nodes (CCX-CCDs) I imagine all 12 of those would be on a single ring bus would they not? 10nm, yeah maybe a hard pass due to stability issues, though 10nm Alder Lake was fine unlike Raptor Lake. But if this is based on […]
Balancer’s $116M exploit, Stream Finance’s $93M stablecoin crash, Sequans’ bitcoin sale backlash, the Silent IPO theory for bitcoin, and Solana ETFs’ inflows in this Week in Review. Week in Review Balancer was exploited for over $116 million after a V2 pool vulnerability was abused, Stream Finance saw a $93M blow that sent its XUSD peg […]
According to Crescat Capital’s Macro Strategist Otavio Costa, Latin America might offer an alternative for U.S. investors as it is currently on the brink of a structural transformation, with Argentina and El Salvador leading the charge of a region-wide change. Latam Stocks Surpass S&P 500 Index: The Region Is ‘Open for Business’ The Facts Even […]
The Italian Banking Association supports a digital-euro central bank digital currency (CBDC) while urging that investment costs be spread over time. Italian banks, led by the Italian Banking Association (ABI), say they support the European Central Bank’s (ECB) digital euro project, ABI General Manager Marco Elio Rottigni told a Florence press seminar on Nov. 8, […]
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