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Aerial view of a large, modern industrial complex with white rooftops and curved structures—possibly Intel's Foundry—surrounded by roads, construction areas, and a sprawling cityscape under a clear blue sky.
News

Apple is Reportedly Using Intel’s Foundry for the M7 and Future...

Gavin Bonshor - May 15, 2026 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 - February 5, 2026 1
A man wearing glasses and a suit exudes confidence, reflecting the sharp intelligence often associated with Intel professionals.
Opinion

Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan...

Gavin Bonshor - November 12, 2025 0
A person wearing an Apple M5 Vision Pro virtual reality headset with a reflective front, dressed in a light blue turtleneck, stands against a plain white background—symbolizing Vietnam’s push for tech diversification.
News

Apple’s M5 Vision Pro shifts to Vietnam: diversification, risk, and what...

Gavin Bonshor - October 22, 2025 0
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DRAM Pricing Deep Dive: Current Market Analysis, Six-Month Trends, and a Rigorous 2027 Forecast with Sensitivity ModelingDRAM Pricing Deep Dive: Current Market Analysis, Six-Month Trends, and a Rigorous 2027 Forecast with Sensitivity ModelingFebruary 27, 2026Gavin Bonshor
Apple M5 Pro & M5 Max: The Most Important Mac Chips in Years AnalyzedApple M5 Pro & M5 Max: The Most Important Mac Chips in Years AnalyzedMarch 8, 2026Gavin Bonshor
The AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture, DRAM Cell Physics, TSV Fabrication, Advanced Packaging Chemistry, CXL Protocol Architecture, and the Bandwidth WallThe AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture, DRAM Cell Physics, TSV Fabrication, Advanced Packaging Chemistry, CXL Protocol Architecture, and the Bandwidth WallFebruary 25, 2026Gavin Bonshor
FSR vs XeSS vs DLSS: The Upscaling Trifecta AnalyzedFSR vs XeSS vs DLSS: The Upscaling Trifecta AnalyzedSeptember 16, 2025Gavin Bonshor
Beyond Moore’s Law: Why chiplet-first designs will dominate 2026Beyond Moore’s Law: Why chiplet-first designs will dominate 2026November 11, 2025Gavin Bonshor
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