TSMC
Infrastructure & Cloud
Microsoft’s Maia 300: Why 300,000 Custom AI Chips Signal an Nvidia Break
Microsoft is seeking 300,000+ TSMC units for its Maia 300 AI chip, targeting a September 2026 reveal. What it means for the Nvidia-dependent cloud market.
AI & Automation
SK hynix’s HBM4 Gambit: Two-Thirds of Nvidia’s Rubin Memory and a 48GB Stack
SK hynix is set to supply roughly two-thirds of Nvidia's HBM4 for Vera Rubin, with a 16-layer 48GB stack and the third quarter of 2026 mass production. Why memory is the new moat.
AI & Automation
The AI Infrastructure War: Chips, GPUs, and the Race for Computing Power
The AI infrastructure war is reshaping geopolitics. From US export controls to TSMC dependency, here's how the race for AI computing power is unfolding.
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.
Policy & Regulation
AI Chip Export Bans 2026: Who Can Buy What and Why It Matters
The Most Consequential Trade Policy You Have Never Heard Of On October 7, 2022, the US Bureau of Industry and Security (BIS) issued export control regulations that sent shockwaves through the global technology industry. The regulations restricted the export of advanced
