Latest News Analysis
HBM undergoes major architectural shakeup as TSMC and GUC detail HBM4, HBM4E and C-HBM4E
Premium HBM memory evolves with demand.
Nvidia’s TiDAR experiment could speed up AI token generation using hybrid diffusion decoder
Premium Nvidia has released a paper describing TiDAR, a decoding method that merges two historically separate approaches to accelerating language model inference.
China claims domestically-designed 14nm logic chips can rival Nvidia's 4nm
Premium A domestic processor combining 14nm logic and 18nm DRAM could boast both power and efficiency.
Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance
Premium Meta’s reported deal with Google shows a growing interest in alternative AI hardware, but Nvidia says its platform remains unmatched.
Taiwan's $3.2 billion plan for 'AI island' with data centers, quantum hubs and AI robotics labs faces risks
Premium Taiwan has confirmed it will allocate over NT$100 billion — around US$3.2 billion — for a multi-year national AI infrastructure plan, to become a global leader in AI compute and hardware by 2040.
TSMC's CoWoS packaging capacity reportedly stretched due to AI demand
Premium As TSMC hits a supply-side wall with CoWoS, Intel may be positioned to provide reprive with EMIB and Foveros.
IBM and Cisco agree to lay the foundations for a quantum internet
Premium IBM and Cisco have announced plans to jointly build a distributed quantum computing network capable of linking fault-tolerant systems over long distances.
Huawei's Ascend AI chip ecosystem scales up as China pushes for semiconductor independence
Premium Huawei’s in-house Ascend processors and their surrounding supplier network are being positioned as the foundation of a national effort to build an independent, fully domestic semiconductor ecosystem.
