HeyJaredMore Than Moore
The latest in semiconductors: silicon, AI, processors, market trends.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Jul 16, 2026
Latest issues
Interview with Richard Ho, OpenAI (opens the original)
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Many thanks to the members of the More Than Moore team who contributed to this project: Dustin Sklavos, Justin Cutress, and Domenico Lamberti. Also thank you to Richard and his team at OpenAI for making time for us.In June 2026, OpenAI confirmed what the industry had assumed for a year - that it was building its own silicon with Broadcom as design partner and Celestica handling board and rack integration. The part is called Jalapeño. Since then we’ve had more details come to light.It is an infer
Intel Starts Shipping High-NA EUV Silicon (opens the original)
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In April 2024 I pulled on a bunny suit at Intel’s D1X fab in Hillsboro, Oregon, and stood a few feet from a machine the size of a bus and worth a small nation state. Intel Fellow Mark Phillips explained this was ASML’s first High-NA EUV scanner, 165 tons of it. Installation had just wrapped and calibration had begun, but realistically still another few months before test wafers could be run. Intel were actually only a few weeks ahead of ASML in terms of installing a tool, enabling a close collab
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