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Frederick Chen • 1st Looking at tech differentlyLooking at tech differently3h •
At FMS 2025, TechInsights projected the 4F^2 DRAM cell architecture to come in at 0a node, overlapping 1d in 2029: https://lnkd.in/g6hhPYTV.
The most recent exciting development: at ISSCC 2026, Samsung...
Credit: Samsung
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerator...
Samsung Electronics'...
TSMC builds fabs based on customer needs. As I said, if Elon writes a big enough check TSMC will build it. I still do not understand why Samsung is not in this narrative. Samsung and Tesla signed a $16.5B agreement through 2033. Is that still on the table? Tesla is also using TSMC, and now they...
I'm not a Tesla owner so your opinion is much more qualified than mine. The point I was making is that Elon Musk made the FSD promise many years before he actually delivered:
Major FSD promises
2015 — Musk said Tesla would have complete autonomy in ~2 years.
2016 — He pledged a Tesla could...
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip output is at 2% what they need so it is significant. Elon said he would buy all of the chips they can make etc...
To me this does not pass the sniff test. If...
- Currently, 95 percent of the world’s robot “brains” are manufactured by Taiwan Semiconductor Manufacturing Co (TSMC), TSMC chairman C.C. Wei (魏哲家) said yesterday.
- Wei made the remarks after being awarded an honorary doctorate by Asia University yesterday for his long-standing leadership of...
The US charged a Super Micro Computer Inc. co-founder with illegally diverting billions of dollars in Nvidia Corp.-powered servers to China, initiating its highest-profile crackdown on alleged smuggling of restricted AI technology to the Asian country.
US prosecutors indicted Yih-Shyan “Wally”...
CHatGPT: What is the backstory on this? "Trump releases AI policy for Congress to pre-empt state rules"
🧠 The short version
The Trump administration released a new federal AI policy framework asking Congress to pass a single national law for AI — and override (pre-empt) many state-level AI...
WASHINGTON, March 20 (Reuters) - The White House on Friday unveiled an artificial intelligence policy for Congress that urges lawmakers to enact legislation to pre-empt state rules, protect children and shield communities from high energy costs related to the burgeoning technology.
The Trump...
Lisa Su, C.C. Wei, and Jensen Huang can be seen as the “three musketeers” of the semiconductor world, not because they act as a formal alliance, but because their leadership collectively shapes the future of technology. Each represents a critical pillar of the modern computing ecosystem. Lisa Su...
A Tesla logo is pictured at a Tesla dealership in Berlin, Germany April 23, 2025. REUTERS/Annegret Hilse
19 Mar 2026 04:28PM(Updated: 19 Mar 2026 04:32PM)
SEOUL, March 19 : Tesla CEO Elon Musk said on Thursday that the automaker may be able to "tape out", a stage when a chip design is...
(Bloomberg) -- Samsung Electronics Co. plans to spend more than 110 trillion won ($73.3 billion) on chip capacity expansion and research this year, devoting a record amount of capital toward an effort to seize the lead in AI semiconductors.
Korea’s largest company is hiking investment 22% in...
Definitely worth looking into. Even better would be to optimize the software and require less hardware. Throwing big iron at a problem has always been a knee jerk reaction.
Way back when I saw dueling keynotes Bill Gates and Andy Grove at a consumer electronics conference in Las Vegas. Maybe...
U.S.-based EMIB pitches to ease CoWoS bottlenecks as fabless giants eye a second source
By Choi Hyo-jung
Published 2026.03.11. 06:00
Intel's advanced packaging technology "EMIB" has taken the mound as a relief pitcher to break through the massive bottleneck in the artificial intelligence (AI)...
Nvidia restarts H200 AI chip sales in China after receiving regulatory approval for major tech firms like Tencent and Alibaba with new Groq hardware.
Nvidia Secures Official Approval for H200 AI Chip Sales to Chinese Tech Giants While Adapting Groq Hardware for the 2026 Artificial...
Other media outlets are suggesting that a foundry deal is coming between Samsung and AMD. Not gonna happen. They will get click rewarded so good on them. Who needs credibility anyway.
