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A graphic with concentric circles on the left and four horizontal bars overlapping the right side, inspired by innovations from Samsung. The background is gradient blue, with a small BONTECH LABS logo in the bottom-left corner.

Samsung & SK Hynix sign on for OpenAI’s “Stargate”

October 1, 2025 Gavin Bonshor 0

Seoul says Samsung and SK Hynix signed letters of intent to supply memory for OpenAI’s Stargate buildout — a big signal for 2026–27 HBM demand. […]

A digital illustration of an unbalanced scale with the left side higher than the right. The background is dark, featuring a grid behind the scale and a Bontech Labs logo in the bottom left corner—hinting at the ongoing ARM-Qualcomm court battle.

Arm will appeal Qualcomm’s final-judgment win

October 1, 2025 Gavin Bonshor 0

After Delaware entered final judgment in Qualcomm’s favor, Arm says it will appeal. The immediate legal overhang on Snapdragon X and Oryon shrinks, but it […]

A digital illustration of an unbalanced scale with the left side higher than the right. The background is dark, featuring a grid behind the scale and a Bontech Labs logo in the bottom left corner—hinting at the ongoing ARM-Qualcomm court battle.

Qualcomm vs ARM: Qualcomm officially wins in court (for now?)

October 1, 2025 Gavin Bonshor 0

A Delaware federal judge has entered final judgment in Qualcomm’s favor in its licensing fight with Arm, effectively locking in last December’s jury win and […]

A promotional graphic showcasing the Snapdragon X2 Elite chip with 48GB memory and 18 cores, featuring bold SNAPDRAGON X2 ELITE EXTREME text on a blue patterned background.

Snapdragon X2 Elite Extreme: 18 cores and 48GB on-package

September 30, 2025 Gavin Bonshor 0

Qualcomm’s Snapdragon X2 Elite Extreme demo unit pairs an 18-core CPU with 48GB of LPDDR5X on-package over a 192-bit bus. The early numbers look good—just […]

A blocky Minecraft-style character holding a sword stands before a dark teal cube labeled “5-million parameter LLM AI model,” set against a blue sky with clouds—a scene straight from the world of CraftGPT.

Minecraft “CraftGPT”: a 5M-parameter LLM built from 439M blocks

September 30, 2025 Gavin Bonshor 0

“CraftGPT” is a fully in-game computer that runs a ~5.1M-parameter small language model inside Minecraft using roughly 439 million redstone blocks. It’s a glorious engineering […]

A Zhaoxin KH-50000 computer chip is displayed on a blue circuit board, highlighting features like a 96-core chiplet CPU, 12-channel DDR5, PCIe 5.0, and 4-socket support—rivaling AMD EPYC in server performance.

Zhaoxin KH-50000: China’s 96-core chiplet CPU aims at AMD EPYC

September 30, 2025 Gavin Bonshor 0

Zhaoxin’s Kaisheng KH-50000 steps into modern server territory with a 96-core chiplet design, 12-channel DDR5, and 128 lanes of PCIe 5.0. On paper, it mirrors […]

A drone flying through an orange sky is struck by a bright explosion at its center—jagged lines and sparks from an electromagnetic warfare blast radiate outward, while clouds and a dramatic light trail fill the background.

High-Power Microwave Weapon Downs 49 Drones in One Shot — The New Frontier of Electromagnetic Warfare

September 29, 2025 Gavin Bonshor 0

One Shot, 49 Drones Down: The Rise of High-Power Microwave Warfare Epirus’ Leonidas HPM weapon disabled 61 drones in a trial, including 49 in a […]

Illustration of semiconductor tooling and an EUV (Extreme Ultraviolet) lithography machine in front of a map of Russia, with intricate circuit patterns forming part of the EUV roadmap in the background.

Russia Lays Out EUV Roadmap to 2037 — Ambition Collides with Tooling Realities

September 29, 2025 Gavin Bonshor 0

Russia’s EUV Roadmap to 2037 — Ambition vs Reality in Litho Sovereignty Russia’s researchers sketch out a plan to replace DUV with EUV by 2037. […]

An illustration of the U.S. flag on the left and the Chinese flag on the right, separated by a glowing Nvidia computer chip—hinting at Jensen’s tech innovations—against a dark background with circuit patterns.

YMTC’s Sanctions Squeeze: Competitive NAND, Constrained Tools

September 29, 2025 Gavin Bonshor 0

YMTC’s Sanctions Squeeze: Competitive NAND, Constrained Tools China’s premier NAND maker can build competitive 3D NAND but can’t scale without new tools. We examine market […]

Jensen, wearing a black leather jacket and glasses, speaks on stage while gesturing with one hand and holding a small device. The backdrop features green binary code (ones and zeros), reflecting Nvidia's tech-driven vision.

Jensen’s “Nanoseconds Behind” Line: What Nvidia Really Wants From Washington

September 29, 2025 Gavin Bonshor 0

Jensen’s “Nanoseconds Behind” Line: What Nvidia Really Wants From Washington Nvidia’s CEO says China is “nanoseconds behind” U.S. chip tech and calls for fewer export […]

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OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Landfall spyware quietly hit Samsung Galaxy phones with zero click image attacksLandfall spyware quietly hit Samsung Galaxy phones with zero click image attacksNovember 7, 2025Gavin Bonshor
Trump’s AI team rules out OpenAI bailout – what that really means for the industryTrump’s AI team rules out OpenAI bailout – what that really means for the industryNovember 6, 2025Gavin Bonshor
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