Anton Shilov

Premium As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer

Intel demonstrates 8X reticle size prototype system-in-package that features four logic tiles, two I/O tiles, and 12 HBM4-class stacks.

Silicon shield will remain with Taiwan.

Apple and Nvidia are reportedly working with Intel to produce some of their products in the U.S., but it is an open question which of their products Intel can actually make.

Micron's Fab 10B, now under construction in Singapore, promises to more than double the company's 3D NAND output from the region when it is fully operational in about 10 years.

Intel claims that customers show interest in the 14A process technology; however, they have yet to make a commitment to use it.

Premium Financial injections helped Intel in 2025, but what about supply constraints in 2026?

Ban shipments of H200 and MI325X to China, say U.S. lawmakers.

But human-AI collaboration will likely lift certain industries to new levels.

Not enough cooling, apparently.

Will he meet with China's authorities?

Nvidia has reportedly increased the TDP of premium Rubin processors by 500W to 2.30 kW in a bid to boost clocks, memory bandwidth, and performance per Rubin GPU and per rack.

Elon Musk wants Tesla to iterate new AI accelerators faster than AMD and Nvidia. This can be done, but with caveats.

Leading developers of AI models from China want Nvidia's Rubin and explore ways to rent the upcoming GPUs in the cloud.

A new report says Nvidia's presence is about to shrink drastically in China.

Premium AMD's MI325X and Nvidia's H200 could benefit, but smaller suppliers will suffer.

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.