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Home Authors Posts by Gavin Bonshor

Gavin Bonshor

Gavin Bonshor
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https://bontechlabs.com
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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
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
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
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
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
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
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
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
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
Logos of Intel and AMD side by side on a white background. Intel's blue logo, featuring the circular swoosh, hints at innovations like Xeon and Diamond Rapids, while AMD’s bold black letters display its distinctive arrow symbol.
Analysis

Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon...

Gavin Bonshor - 0
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