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Home Tags Semiconductors

Tag: semiconductors

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 dark abstract background with a diagonal yellow-green striped band across the center. In the lower left corner, a BONTECH LABS logo with a blue flask icon references Applied Materials’ innovations for 2026.
News

Applied Materials sees ~$600M hit from export curbs

Gavin Bonshor - October 3, 2025 0
Tweets by gavbon86
Apple is Reportedly Using Intel's Foundry for the M7 and Future iPhone ChipsApple is Reportedly Using Intel's Foundry for the M7 and Future iPhone ChipsMay 15, 2026Gavin Bonshor
Inside the PIC64-HPSC: the SiFive powered RISC-V SoC that NASA intends to fly on every future missionInside the PIC64-HPSC: the SiFive powered RISC-V SoC that NASA intends to fly on every future missionApril 2, 2026Gavin Bonshor
Intel in 2026: What To Expect Across Client, Desktop, and XeonIntel in 2026: What To Expect Across Client, Desktop, and XeonNovember 15, 2025Gavin Bonshor
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 2025Gavin Bonshor
Intel Is Not Killing P-Cores and E-Cores Yet: Why the “Unified Core” Headline Gets Ahead of the EvidenceIntel Is Not Killing P-Cores and E-Cores Yet: Why the “Unified Core” Headline Gets Ahead of the EvidenceFebruary 23, 2026Gavin Bonshor
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