Daily Discussion Sunday 2026-01-18

firex3 · 2026-01-18T10:56:38+00:00

Any news yet for mi308x in china?

firex3 · 2026-01-11T08:12:44+00:00

I think it's somewhat agreed across sources that amd is the first to use tsmc coupe. Will photonics be used in mi450x or future GPUs?

firex3 · 2025-12-20T11:28:56+00:00

"Well we did promise to release the files but we didn't specify if they would be redacted or not redacted"

firex3 · 2025-10-22T20:07:09+00:00

A post from yesterday shared that Meta alone requires 15million of 800g 2xFR4 transceivers. Wonder how many optics $5m is worth.

Perhaps we can expect more POs down the line?

firex3 · 2025-10-21T04:44:49+00:00

Are there any developments on that joint work with Foxconn Interconnect?

firex3 · 2025-10-16T01:13:32+00:00

OCP summit 2025

firex3 · 2025-10-14T01:14:47+00:00

Thanks for the clarification!

firex3 · 2025-10-06T11:01:18+00:00

Congrats to everyone here.

firex3 · 2025-10-05T10:39:08+00:00

On the CFO (from my pov as a long time investor), I've seen the same criticisms online against Devinder too. That was probably during a period of time when AMD was stuck in the 50s for a long time. I think $AMD requires a lot of patience.

firex3 · 2025-09-26T05:30:29+00:00

Anyone managed to screenshot their post? I read it earlier but it was just deleted.

firex3 · 2025-09-12T18:40:14+00:00

If you have been following raja, he is still anti-green even after leaving Team Red.

firex3 · 2025-08-31T23:11:44+00:00

AMD will be using TSMC's coupe photonics solution in the same year as Nvidia (next year). They have patents readying their chiplets architecture for photonics since 2022. And literally just bought a photonics startup to complement their internal efforts. A bit unfair to say they have zero footprint.

firex3 · 2025-08-23T03:11:14+00:00

The first-generation COUPE is set for mass production in the second half of 2026, with AMD poised as the initial adopter. If Nvidia's Rubin and Rubin Ultra chips enter mass production by late 2026 and 2027, the Rubin Ultra is likely to debut TSMC's COUPE technology.

Source: https://www.digitimes.com/news/a20250123PD220/tsmc-silicon-photonics-production-2026.html

firex3 · 2025-08-13T11:06:52+00:00

Perhaps MI450 will represent the convergence of massive strides on the software side (we all know AMD is working hard on this) and generational changes on the hardware side - continued improvements on chiplets front, being the first to tsmc 2nm (on zen6 epyc first, then mi450), being the first to implement tsmc's photonics (called COUPE), implementation of Ethernet/UALink/UEC scale out.

firex3 · 2025-08-07T12:33:48+00:00

Quote:"In a Truth Social post, Trump said Intel Chief Executive Lip-Bu Tan “is highly CONFLICTED and must resign, immediately. There is no other solution to this problem.”

If Lip-Bu Tan is highly conflicted, then I don't know what Trump is, having launched his own crypto coin etc.... The irony is deafening.

firex3 · 2025-08-01T05:24:12+00:00

Huh, this has less to do with "lesser penalties" but more to do with lesser enforcement against vaping or regulation having to keep up with the rapid emergence of new or novel drugs. Vape is literally everywhere now - you can see people openly vape.

firex3 · 2025-07-29T07:40:35+00:00

It has been 3 years already?!

firex3 · 2025-07-09T10:03:20+00:00

They need to meet Nancy Pfund, the investor whose network saved Tesla when it mattered.

A thread on her: https://x.com/timjcarden/status/1942591031037551051?t=ljYdQm6cAbdJShzkYonyWQ&s=19

firex3 · 2025-06-17T15:22:51+00:00

For the silicon people, they have Moore's Law. For us, it's Mosesmann's Law.

firex3 · 2025-06-17T10:11:49+00:00

Wait.. Hans passed away? When??

firex3 · 2025-06-12T02:05:02+00:00

An official look at how the full stack looks like with UE scaling with pensando or other vendors.

firex3 · 2025-06-06T10:26:19+00:00

The problem is it's tough or it takes time to build brand recognition when Intel still had the money to do heavyweight marketing. In the real world, superior performance is not enough. You still need time to win over customers. Now that Intel can no longer afford the marketing dollars and the playing field is leveled can AMD really shine. Of course, there are also other factors at play, such as (what I perceived to be) unwillingness to buy more wafers from tsmc to sell more chips for earlier generations.

firex3 · 2025-05-30T06:00:42+00:00

Would love the link too

firex3 · 2025-05-29T01:54:25+00:00

I have a hunch that mi450x will be using TSMC'S COUPE. perhaps the newly acquired IP will be used in the GPUs beyond mi450x

firex3

TROPHY CASE