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    2nm Foundry in Japan

    https://www.japantimes.co.jp/business/2023/09/01/companies/rapidus-hokkaido-goundbreaking/ "Japan’s attempt to once again become a major player in the international semiconductor industry took another step forward in Hokkaido on Friday with a groundbreaking ceremony for a factory to be occupied...
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    Intel Gaudi Accelerator Competitiveness

    With NVIDIA's recent blowout quarter, there's no doubt that they will have nearly all of the AI accelerator market for the medium term. Will there be cascades down into AMD's MI250, MI300 lines and Intel's Gaudi and Ponte Vecchio products as H100 lead times are nearing one year? Pat Gelsinger...
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