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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 - 1
A graphic shows two groups of overlapping blue rectangles, illustrating chiplet-first designs: the larger left group connects to multiple lines and dots, while the smaller right group is unconnected—all on a dark background, hinting at Moore’s Law beyond 2026.
Analysis

Beyond Moore’s Law: Why chiplet-first designs will dominate 2026

Gavin Bonshor - 0
A close-up of a Micron HBM4 memory chip, labeled “micron HBM4,” sits beside an exposed view showing intricate circuitry on a gold-colored substrate—essential technology for AI accelerators—set against a black background.
News

Micron’s HBM4 clears 2.8 TB/s with samples shipping — HBM4E custom...

Gavin Bonshor - 0
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