SK Hynix bets HBM, wins Nvidia jackpot
A decade-long memory gamble reshapes the AI silicon supply chain.
OpenAI’s $180B chip bet hits a wall
Broadcom wants Microsoft to commit before money moves
Bolt brings photorealism to tape
Offers new meaning to the term “tape-out.”
Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.
Begging for chips
Supply chain takes the lead in importance.
Interview with Innatera CEO Sumeet Kumar
Spiking neuromorphic for the edge in real devices.
Ironwood chetyorka: Google, Broadcom, MediaTek, and TSMC
It takes a village to build an AIP farm.
Qualcomm Snapdragon 8 Elite Gen 5
Shipping now in smartphones near you.
First made-in-USA Blackwell rolls out
TMSC proves its fabability is transferable.
Nvidia prepares Vera Rubin for next AI wave
Powerful CPU+GPU chip expected by 2027.
Dimensity 9500 goes big on cores, big on AI
MediaTek leans into ‘all big cores,’ bigger GPU, and agentic on-device AI.
Google’s Tensor G5 AI chip
High AI performance, low power consumption.