Entry-Level GPUs Are In Trouble As DRAM Prices Go Nuclear
DRAM has evolved from a boring background commodity to the part that dictates who even bothers to build affordable GPUs. AI data centers are consuming […]
HBM
AI Is Eating All The DRAM: Why Memory Prices Are Out Of Control
If you have tried to buy DDR5 in the last couple of months and wondered why your memory kit suddenly costs as much as a […]
Intel in 2026: What To Expect Across Client, Desktop, and Xeon
Intel heads into 2026 with a technology stack that finally matches the job at hand. RibbonFET to tidy the device physics, PowerVia to clean up […]
HBM4 and Packaging in 2026: The Bottleneck No One Wants To Own
2026 will not be won by a shinier compute tile, but it’ll be won by the teams that can bolt enough healthy HBM onto a […]
Microsoft’s Fairwater Datacenters: From Power to Tokens
Microsoft’s next wave of AI datacenters is not about who has the most GPUs. It is about who can energize 300 megawatts on time, keep […]
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must Finish
Pat Gelsinger gave Intel what it needed. A modern blueprint that puts chiplets, packaging, and device physics at the center of performance. He also tried […]
OpenAI’s $38B AWS Deal Is About GPU Leverage, Not Discounts
OpenAI just signed a seven year, $38 billion capacity deal with AWS. Ignore the cheerleading. This is not about a better price on instances. It […]
Beyond Moore’s Law: Why chiplet-first designs will dominate 2026
Transistor scaling is slowing, but the industry has another gearbox. Chiplets and advanced packaging turn one huge die into multiple smaller, easier to yield dies […]
Aehr Test Systems and ISE Labs put wafer level burn in at the center of AI chip reliability
Aehr Test Systems and ISE Labs are pushing a simple idea into a complex part of the AI supply chain: stress AI dies earlier, while […]
China’s latest chip “breakthrough” is really about building a domestic lithography stack
TrendForce reports that Chinese chipmakers and equipment firms are hailing a new “breakthrough” in chip technology that supposedly paves the way for more advanced lithography […]