Xeon

A- and so, you know, since that US government stake, um, Intel's gone from, uh, not operating at full, uh, they were mothballing fabs back in the, the middle of last year to not having enough fab capacity.

I, I've heard lead times on Xeon, uh, server chips are six months now.

Um, and, and so the end environment for Intel ha- has gotten a, a, a ton better over the last 12 months.

Um, what's really hard to get at though is, so part of the story around Intel is that they are, uh, recovering, that they are, um, restoring their competitiveness, uh, on the fab side with TSM, on the chip side with AMD, and it's really hard to tell because y- you have this better environment, which is certainly helping them out, right? If, if I'm running a fab, if I can run it at full capacity, it does great things for my economics.

Yeah, like short of when you need a specific form factor in order, for example, to fit enough hard drives in it.

Like when I looked at it, one of those little minis forums with a reasonable AMD CPU in it was actually more powerful than my 20 core old Xeon 2U server because it's an old Xeon server.

And so a single modern AMD in a little like one liter PC was more powerful than the 20 cores of my giant dual CPU server.

The reason I still have the dual CPU server is because it fits 12 hard drives in the front of it and the little

a company that I will let him introduce shortly, but a little bit about Keng Su, who prior to founding Adorsys was the VP of Engineering in ARM China and held various leadership positions at MediaTek, STMicro and Intel with over 20 years of rich IC design experiences, especially in CPU design, AI design and systems engineering for AI, high-performance computing, automotive ADAS and edge.

Joining him is, of course, BIA's founder and CEO, Shailesh Kumar, who is a seasoned expert in SOC, Fabric, IO, memory architecture, and algorithms, and was the co-founder of NetSpeed Systems, which was acquired by Intel in 2018, where Shailesh, as an Intel fellow, continued to lead a number of initiatives on the Xeon and data center protocols.

Prior to NetSpeed, Sailesh led some high-impact projects at Huawei, including the industry's first 400 GHz network processor.

Welcome, Kangsoo.

That makes sense.

And I mean, Shailesh, I think most of our listeners already know about BIA's history, but I think it'd be useful for the new listeners to kind of understand what drove you to jump in.

I mean, you're a senior entrepreneur, of course, but you had a great job going on at Intel in the Xeon protocol world.

What drove you to jump out and start afresh around the same time?

Think of the core counts that are coming out right now.

You already have Intel offering 144-core Xeon 6E, moving on to Xeon 7 with 288 cores with Clearwater Forest.

You have AMD currently offering 192-core CPUs and stretching for 256-core CPUs with the next generation of processors.

which are also hyper-threaded, so 512 threads per socket, 1,024 threads per node.