It’s been a big week for AI infrastructure as a whole, but especially for semiconductors. Increasingly more companies are joining to race to power future AI data centers, while there’s …
Semiconductor Newsletter
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This week’s semiconductor developments highlight how AI’s hardware backbone is evolving from all sides, from high-bandwidth memory to cloud-scale infrastructure. Samsung’s unveiling of its next-generation HBM4 chips signals a renewed …
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Today’s top stories focus predominantly on the big players: OpenAI, AMD, Nvidia, et al. They highlight a major trend in AI semiconductors – Nvidia is the reigning champ right now, …
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Intel is betting on its new 18A process and integrated AI engines to redefine the PC roadmap, while TSMC’s latest earnings show that demand for AI chips remains the industry’s …
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AI hardware is entering its integration phase, where performance gains come from how chips, systems, and infrastructure fit together. From 3D design to AI mainframes, the stack is getting smarter …
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Transistor innovations will still power AI semiconductor performance boosts
It’s not all about packaging — future AI semiconductor performance gains will still come from transistor-level innovations too.