老石谈芯
Semiconductors from a chip engineer's view, technical depth that is scarce in Chinese
27:43Xiaomi's Three Chips at Once: Trading Resources for Time, Betting on a Paradigm Shift in On-Device AI
Xiaomi released three Xuanjie chips in one go, aggressively betting on memory interconnect, 3D stacking and an all-AI architecture, trading resources for time, wagering on a paradigm shift in on-device AI and vertical integration capabilities, but still with a clear gap to top-tier chip companies.
1:19:34Computing power is becoming the costliest part of the car—this is the core wager driving Li Xiang's chip investment
Li Xiang projects per-vehicle compute costs have already exceeded $2,000 and continue climbing toward $4,000, $8,000, or $10,000; once AI computing power becomes the car's core capability, both that cost and capability must remain in the automaker's own hands.
A 28nm Chip Beats by 1000x: The Compute-in-Memory Black Magic That Needs No EUV
Zhicun Technology turns 28nm Flash into a compute-in-memory chip, exploiting the physical property that efficiency rises with array size, so efficiency improves as models grow — and Transformers are pure upside for it.
22:51In the age of agents, GPUs are perpetually jammed—CPUs are the traffic control system
Agents transform AI work from parallel probability prediction to serial task execution; GPUs, lacking branch prediction and out-of-order execution, frequently idle, making CPU's logical scheduling a new scarce resource in data centers.
28:21Physical world has no undo key, so large models cannot command robotic arms
Chat answers can be regenerated if wrong, but a car braking one second late or a robotic arm taking one wrong step leaves no room for salvage—what truly shoulders the physical world is the embedded chips buried in devices for decades, not large models.
23:20Huang calls it catastrophe: DeepSeek surpasses Nvidia on trillion-parameter models
DeepSeek V4 coordinated chip-to-model collaboration with Huawei Ascend from design phase, achieving one-seventh the cost of international competitors, proving multiple paths to compute power exist.