CHIPS

Locator: 10100CHIPS.

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Updates

M5: link here.

Partnership between Amazon and Apple: link here.

American exceptionalism (tech): link here.

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Posted Prior to November 8, 2024

The sixth industrial revolution: link here. 

CHIPS Act:

• TSMC, April 8, 2024.

Tech is tracked here. 

CoWoS.

Nodes. First posted November 4, 2024.

AI chips:

• Baltra: Apple, Broadcom, TSMC.

System on a Chip (SoC). SoC tracked here on the blog.

• M-series, M1, M2, M3, M4, and M5: TSM, 3-nm -- desktops, laptops, tablets -- newest models in 2024.
• Apple's press release. 
• now, M5 -- July 5, 2024. September 27, 2024, December 26, 2024. The M5 will be tracked here.
  
• A-series, A-17: TSM, 3-nm -- iPhone, iPhone 15 Pro and iPhone Pro Max
• A-series, A-18: all here.
  

System on a chip: the moment the industry shifted its focus.

Four major "chips": CPUs, GPUs, NPUs, and memory.

XPUs: link here.

Qualcomm and  Qualcomm Snapdragon modems.

Intel's Gaudi 3.

AWS: Graviton. 

Intel: Lunar Lake, August 14, 2024. 

Intel: Altera, October 17, 2024.

US semiconductor ecosystem.

Transister count (most recent view: September 21, 2024).

View, June 15, 2024: