BWR 15: Qualcomm Discloses ASIC Strategy, CXL Resurfaces, and Much, Much More!
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BWR 15: Qualcomm Discloses ASIC Strategy, CXL Resurfaces, and Much, Much More!
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Joe and Bob discuss the latest advancements in semiconductor technology, including IBM's sub-1 nanometer process, Intel's new milestones, Qualcomm's data center strategy, Etched, OpenAI, and Oxmiq, interconnect companies/technologies such as CXL and Upscale, and memory company Micron Technology.. They explore how these innovations are shaping the future of chip design and data center infrastructure.
00:00 Introduction and Weather Banter
01:11 IBM's Sub-1 Nanometer Technology Announcement
05:37 Intel's 18A-P Process Updates
08:58 Qualcomm's Investor Day Highlights
13:35 Modular AI Software Stack Discussion
15:42 Qualcomm's C1000 CPU Roadmap
19:36 Qualcomm ASIC Business Growth
22:07 MediaTek's AI Data Center Revenue
24:07 Emerging Startups in the XPU Space: Etched
26:19 OpenAI/Broadcom's Jalapeno ASIC Announcement
29:25 Upscale Secures Funding
30:16 Micron's Earnings and Business Model
31:58 Oxmiq Labs and GPU Innovations
32:59 CXL Technology Resurgence: Meta and Panmnesia