Top all-time · #2503
Ian Cutress
Personal blog · morethanmoore.substack.comhardwarebusiness
Ian Cutress writes More Than Moore, a personal blog at morethanmoore.substack.com about hardware and business. Since 2022, 33 different Hacker News readers have linked it 82 times, most often “The Race to 2nm: RISC-V Chips in Japan – By Dr. Ian Cutress”. It is still writing: the last post was on 2026-09-30, and you can follow it by feed.
The latest in semiconductors: silicon, AI, processors, market trends. Click to read More Than Moore, by Dr. Ian Cutress, a Substack publication with tens of thousands of subscribers.
Most-linked posts?
- The Race to 2nm: RISC-V Chips in Japan – By Dr. Ian Cutress3 people · 3 mentions · first linked 2024-03-06
- Unboxing the Tenstorrent Grayskull AI Developer Kit3 people · 3 mentions · first linked 2024-01-31
- Deep Dive into IBM's new NanoStack 0.7nm Process Node for Chips – 666 MTr/mm22 people · 3 mentions · first linked 2026-06-25
- Efficient Computer's Electron E1 CPU – 100x more efficient than Arm?2 people · 2 mentions · first linked 2025-07-24
- Interview with Richard Ho, OpenAI2 people · 2 mentions · first linked 2026-09-30
- Solving the Problems of HBM-on-Logic2 people · 2 mentions · first linked 2025-12-17
- Major Changes at RISC-V Designer SiFive2 people · 2 mentions · first linked 2023-10-24
- Intel 2025 Q1 Financials2 people · 2 mentions · first linked 2025-05-02
- Nvidia Enabling Computational Lithography on GPUs2 people · 2 mentions · first linked 2023-03-23
- AMD's AI Future Is Rack Scale 'Helios'2 people · 2 mentions · first linked 2025-06-12
What Hacker News says?
> Intel headcount in 2022 was 131,900. Not sure if you intentionally picked the all time high headcount, but you did. Intel's headcount was relatively stable between 100-110k people between 2014 and 2021 [0]. So, getting down to 75k is definitely still a major reduction, but 2022 was also an outlier. A lot of companies overhired during Covid, and Intel particularly was the beneficiary of WFH pulling in a lot of corp…
Comment linking /p/intel-2025-q1-financials
on “Intel CEO Letter to Employees”Submitted Intel CEO Letter to Employees as a story · 292 points
HN discussionAs I see this is : TT-Metalium [1] = a low level API [1] "TT-Metalium is a platform for programming heterogeneous collection of CPUs (host processors) and Tenstorrent acceleration devices, composed of many RISC-V processors. Target users of TT-Metal are expert parallel programmers wanting to write parallel and efficient code with full access to the Tensix hardware via low-level kernel APIs." https://tenstorrent-meta…
Comment linking /p/unboxing-the-tenstorrent-grayskull
on “Tenstorrent unveils Grayskull, its RISC-V answer to GPUs”Submitted Efficient Computer's Electron E1 CPU – 100x more efficient than Arm? as a story · 255 points
HN discussionDev kits: - Grayskull e75 | drawing 75W | 96 Tensix cores | 1 GHz clock | 96 MB SRAM | 8GB LPDDR4 @ 102.4 GB/s | $599 - Grayskull e150 | drawing 200W | 120 Tensix cores | 1.2 GHz clock | 120 MB SRAM | 8GB LPDDR4 @ 118.4 GB/s | $799 It will be interesting to see their inference performance, compared to graphics cards. Will they be interesting for home labs? I found one interview with unboxing a preview version (if I…
Comment linking /p/unboxing-the-tenstorrent-grayskull
on “Tenstorrent unveils Grayskull, its RISC-V answer to GPUs”Submitted AMD's AI Future Is Rack Scale 'Helios' as a story · 133 points
HN discussion>> You could have manufactured enough ARC video cards to meet demand. > Intel was at best breaking even and likely making a loss on each ARC card. How do we know that? It is true that Intel's AXG segment sustained a loss in 2022. But AXG included the ARC line, the HPC lines (CPU, GPU) and other AI support components. Further complicating the 2022 numbers, most of the AXG revenue that year was intersegmental; Intel w…
Comment linking /p/intc-doubling-down-again
on “US tech stocks see sharp falls over AI cost fears”Submitted The Race to 2nm: RISC-V Chips in Japan – By Dr. Ian Cutress as a story · 87 points
HN discussionAMD is not ready to have a full announcement for their new consumer GPUs: https://morethanmoore.substack.com/p/where-was-rdna4-at-amds...
Comment linking /p/where-was-rdna4-at-amds-keynote
on “Jensen Huang keynote at CES 2025 [video]”Submitted The Future of Big Iron: An Interview with IBM’s Christian Jacobi as a story · 84 points
HN discussionMore context: This is related to today's release of the Spring Top 500 list ( https://news.ycombinator.com/item?id=40346788 ). Aurora rated 1,012.00 PetaFLOPS/second Rmax, and is in 2nd place, behind Frontier. In the November 2023 list, Aurora was also in second place, with an Rmax of 585.34 PetaFLOPS/second. See https://www.top500.org/system/180183/ for the specs on Aurora, and https://www.top500.org/system/180047/…
Comment linking /p/5-years-late-only-2
on “Intel announces the Aurora supercomputer has broken the exascale barrier”Submitted Major Changes at RISC-V Designer SiFive as a story · 58 points
HN discussion> For whatever reason, Acorn dropped the ball. Acorn's CPU division is the most successful CPU design house in the world and sells around 10x more than all forms of Intel and Intel-compatible chips put together. It was named after its first product, the Acorn RISC Machine: ARM. It is still called Arm Ltd. today. Arm alone is one half of the entire CPU market. https://morethanmoore.substack.com/p/arm-2025-q4-and-fy-f…
Comment linking /p/arm-2025-q4-and-fy-financials
on “BBC Micro, ancestor to ARM”Submitted AMD Q3'2024 Financials as a story · 43 points
HN discussionNo. It used to be more even between datacenter and gaming for NVIDIA, but that's not been the case for a few years. Gaming has brought in less money than networking (mellanox) since '24 Q4. https://morethanmoore.substack.com/p/nvidia-2026-q2-financia...
Comment linking /p/nvidia-2026-q2-financial-results
on “Intel Arc Celestial dGPU seems to be first casualty of Nvidia partnership”Submitted No Time Like MEMS Time as a story · 38 points
HN discussionHe was just interviewed a month ago! https://morethanmoore.substack.com/p/interview-with-jim-kell... If he quit Tenstorrent, that must have been very recent.
Comment linking /p/interview-with-jim-keller-tenstorrent
on “Framework announces AMD, new Intel gen, 16“ laptop and more”Submitted How to Solve LLM Hallucinations as a story · 18 points
HN discussionI mean you could paste into ChatGPT: > Please summarise https://morethanmoore.substack.com/p/the-race-to-2nm-risc-v-... But this is my _personal_ takeaway: there are companies building (or trying to) Risc-V cores at advanced geometries. That is somewhat unheard of for a rather new and not-yet popular core. This suggests a lot of momentum for it. It's actually a new Japanese company called "Rapidus" that has some maj…
Comment linking /p/the-race-to-2nm-risc-v-chips-in-japan
on “The Race to 2nm: RISC-V Chips in Japan – By Dr. Ian Cutress”Submitted Efficient Computer's Electron E1 CPU as a story · 12 points
HN discussionTo read instead, from the same guy: https://morethanmoore.substack.com/p/a-quiet-giant-steps-for...
Comment linking /p/a-quiet-giant-steps-forward-arm-v9
on “Fujitsu's New 2nm ARM Chip: Focused, Fast, and Unlike Anything Else [video]”Submitted AI Development Kits: Tenstorrent Update as a story · 12 points
HN discussionSo in reality they let go about 20% of their workforce. This seems to be roughly inline with what's happening elsewhere in the industry. I suspect they've realised (like others) that funding is going to be much tighter going forward, or at least valuations less attractive, so they're adjusting their burn rate accordingly. This seems a lot less apocolyptic than what < https://morethanmoore.substack.com/p/the-risk-of-…
Comment linking /p/the-risk-of-risc-v-whats-going-on
on “SiFive Lays Off Hundreds of RISC-V Developers (Update)”Submitted Apple Announces A19 and A19 Pro SoCs as a story · 5 points
HN discussionFor what it's worth, here's my 7000+ word deep dive into the technology. https://morethanmoore.substack.com/p/ibms-announces-07nm-pro...
Comment linking /p/ibms-announces-07nm-process-node
on “IBM Debuts First Sub-1 Nanometer Chip Technology”Submitted Deep Dive into IBM's new NanoStack 0.7nm Process Node for Chips – 666 MTr/mm2 as a story · 4 points
HN discussionFirst one that comes to mind is https://morethanmoore.substack.com/
Comment linking /
on “Ars Technica makes up quotes from Matplotlib maintainer; pulls story”Submitted Every AI Model Needs Its Own Chip as a story · 4 points
HN discussionThere was previous discussion a few days ago on "Solving The Problems of HBM-on-Logic" that I think is relevant. https://news.ycombinator.com/item?id=46302002 https://morethanmoore.substack.com/p/solving-the-problems-of...
Comment linking /p/solving-the-problems-of-hbm-on-logic
on “JEDEC developing reduced pin count HBM4 standard to enable higher capacity”Submitted IBM Announces 0.7nm Process Node, Introduces NanoStack as a story · 3 points
HN discussion
