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A diagram showing a central SoC (System on Chip) connected to four HBM4 memory stacks on an interposer, with colorful lines illustrating HBM Architecture and high bandwidth memory (HBM PHY) interfaces.
Analysis

The AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture,...

Gavin Bonshor - February 25, 2026 0
Close-up of a computer chip labeled NPU with a brain-shaped circuit design, mounted on an AI PC motherboard alongside visible electronic components.
Analysis

AI PC Reality Check: NPU, CPU, GPU

Gavin Bonshor - November 12, 2025 0
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 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 - November 11, 2025 0
Tweets by gavbon86
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
Supermicro Co-Founder Wally Liaw Arrested: The Full Story of a Governance Failure Years in the MakingSupermicro Co-Founder Wally Liaw Arrested: The Full Story of a Governance Failure Years in the MakingMarch 20, 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
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
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
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