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Block diagram showing the architecture of the Apple M5 Max chip, part of the latest Mac chips lineup, with performance cores, efficiency cores, GPU, and neural engine on the left, and memory cache, video engine, and controllers on the right.
Analysis

Apple M5 Pro & M5 Max (2026): The Most Important Mac...

Gavin Bonshor - 0
Introduction & Strategic Context On March 3rd, 2026, Apple announced the M5 Pro and M5 Max, the two highest-tier variants of its fifth-generation Apple Silicon...
Stacks of DRAM memory chips with a rising red arrow over financial charts, illustrating increasing DRAM pricing. Text reads: DRAM Pricing Deep Dive: Current Market Analysis, Six-Month Trends, and a Rigorous 2027 Forecast with Sensitivity Modeling.
Analysis

DRAM Pricing Deep Dive: Current Market Analysis, Six-Month Trends, and a...

Gavin Bonshor - 0
The DRAM market has undergone one of its most volatile cycles in recent memory. After a brutal downturn that saw prices collapse by more...
A diagram showing a central SoC (System on Chip) connected to four HBM4 memory stacks on an interposer, with colorful lines illustrating HBM Architecture and high bandwidth memory (HBM PHY) interfaces.
Analysis

The AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture,...

Gavin Bonshor - 0
The semiconductor industry's collective failure to anticipate the AI memory crisis will be studied for decades to come. While billions poured into logic scaling,...
A digital illustration of the AMD Instinct MI300 AI accelerator features a powerful AMD chip at the center, flanked by stacks labeled HBM3 192GB, with specs for FP16/BF16, INT8/FP8, and 5.3TB/s bandwidth on a tech-themed background.
Analysis

Meta’s Multibillion-Dollar AMD Chip Bet: 6GW Of Instinct GPUs, A 10%...

Gavin Bonshor - 0
Meta has just done something no longer reserved for cloud giants and foundries. It has not only signed a multibillion dollar AI chip deal...
The Intel logo with the words engineering the future appears on a blue background featuring a glowing Intel microchip and circuit board design.
News

Intel Is Not Killing P-Cores and E-Cores Yet: Why the “Unified...

Gavin Bonshor - 0
Intel “unified core” rumor: big headline, very thin evidence A recent report claimed Intel is planning a return to a unified core design, effectively implying...
A stack of Samsung HBM4 DRAM memory chips sits on a circuit board with a digital background. Text overlay reads: Samsung’s 36GB 3.3TB/s HBM4 DRAM Explained – What ISSCC 2026 Reveals About AI Memory Performance.
Analysis

Samsung’s 36GB 3.3TB/s HBM4 DRAM Explained: What ISSCC 2026 Reveals About...

Gavin Bonshor - 0
Samsung’s ISSCC 2026 HBM4 paper is not just a speed headline. It is a look at what it takes to make next-generation high bandwidth...
Four colorful square tiles with technology-related logos, including Apple and AMD, sit on a reflective, multicolored silicon wafer—possibly hinting at TSMC 2nm innovation. Each tile is green, blue, red, or yellow with a distinct white icon.
Analysis

TSMC 2nm (N2) Is Here, and Capacity Will Decide the Winners:...

Gavin Bonshor - 0
TSMC is now in volume production with its first 2nm-class process, but that doesn’t mean your next desktop CPU or GPU is about to...
A person wearing a textured, dark jacket holds up an NVIDIA computer chip with visible circuitry and labels, displaying it between their thumb and fingers—possibly unveiling technology at CES 2026.
Analysis

NVIDIA at CES 2026: Vera Rubin Dominates the Keynote Address

Gavin Bonshor - 0
CES keynotes can be a parade of logos and vibes. NVIDIA’s CES 2026 keynote still had plenty of AI buzzwords, but the useful part...
A cluster of eight Nvidia H200 GPUs arranged in two rows on a large computer server board, set against a black background. The GPUs, labeled with the NVIDIA logo, are connected to the motherboard below amid ongoing export bans to China.
News

Nvidia H200 to China: Washington swaps export bans for a 25%...

Gavin Bonshor - 0
The US is weighing whether to let Nvidia ship its H200 AI accelerators to China, and the headline hook is pure 2025 Washington. The...
Close-up of a blue DDR5 DRAM module with black memory chips, placed on a gray surface. Three detached black chips are lying next to the module.
Analysis

AI Is Eating All The DRAM: Why Memory Prices Are Out...

Gavin Bonshor - 0
If you have tried to buy DDR5 in the last couple of months and wondered why your memory kit suddenly costs as much as...
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