semiconductor
Infrastructure & Cloud
Samsung HBM4: The Memory Chip Powering AI’s Next Performance Leap
Samsung ships the first HBM4 with 3.3TB/s bandwidth and up to 48GB capacity via 16-layer stacking. The Samsung-SK Hynix race defines AI chip speed.
Policy & Regulation
US-China AI Standards Competition: Hardware Independence vs AGI Race
China builds independent AI chip ecosystem around Huawei Ascend while the US leverages Nvidia dominance. How the standards war reshapes global AI development.
Policy & Regulation
The MATCH Act: How New Chip Export Controls Could Reshape the Global AI Supply Chain
The MATCH Act proposes new semiconductor export controls targeting ASML and China, potentially reshaping the global AI chip supply chain.
Infrastructure & Cloud
Samsung’s 755% Profit Surge: How HBM Chips Became AI’s Critical Bottleneck
Samsung's 755% profit surge driven by HBM memory chips reveals how AI infrastructure demand created a critical bottleneck.
Startups
Cerebras IPO: The Wafer-Scale Chip Challenging Nvidia’s AI Reign
Cerebras raised $1B at a $23B valuation and targets a Q2 2026 IPO. Its WSE-3 chip claims 21x faster inference than Nvidia.
AI & Automation
Algeria’s First Chip: CDTA’s 65nm Semiconductor Milestone and the Road to AI Hardware
Algeria's CDTA unveiled a 1mm² 65nm chip in April 2025. How the Baba Hassen lab targets 1,000 jobs, 25 startups, and sovereign AI hardware capability.
AI & Automation
TSMC’s $56 Billion AI Bet: Why One Company Controls All Chips
TSMC plans record $52-56B in 2026 capex, with 70-80% for AI chips. Inside the geopolitics of foundry concentration and Arizona's $165B expansion.
AI & Automation
The AI Chip Wars: Nvidia’s Dominance, AMD’s Challenge, and the Rise of Custom Silicon
The Billion-Dollar Question Behind Every AI Model Every large language model and image generator in commercial operation today was trained on data created by humans: articles, books, photographs, artwork, code, music, and video. The companies that built these models, OpenAI,
