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The Compute Shortage
Token demand is skyrocketing and the need for AI compute continues to accelerate. The improvement in model...
Mar 13, 2026
In the last 3 months I have only seen TSMC design starts at 3nm and 2nm. Dozens of design starts, dozens of AI chips, and not one Intel...
Mar 13, 2026
The Compute Shortage
Token demand is skyrocketing and the need for AI compute continues to accelerate. The improvement in model...
Mar 13, 2026
The three foundational elements of artificial intelligence—computational power, energy, and interconnection—are driving professional...
Mar 13, 2026
Seems like China and NVIDIA prefer to do it this way with their more advanced AI chips. Probably more of a win-win for both...
Mar 13, 2026
In the last 3 months I have only seen TSMC design starts at 3nm and 2nm. Dozens of design starts, dozens of AI chips, and not one Intel...
Mar 13, 2026
So with considering the timeframe, MITA 300-500 will all be TSMC….
Mar 13, 2026
The in-house chips will also make the hyperscalers even more competitive against smaller datacenters - further putting strain on...
Mar 13, 2026
B
Build in Ireland is ramping. Fab 52 build is ramping (Partners own rights to half of those). Oregon is useful if Intel keeps doing...
Mar 12, 2026
B
From 2020 to 2025, Intel spent $127 billion in CapEx to build fabs and purchase equipment. How is it that after six years of buildup...
Mar 12, 2026
Y
The three foundational elements of artificial intelligence—computational power, energy, and interconnection—are driving professional...
Mar 12, 2026
A
Hey, I resent that -- I'm not a backend guy, I'm a high-speed custom mixed-signal / technology guy... ;-)
(but I talk to both front-end...
Mar 12, 2026
B
It’s a good thing to try and actively retrain your populace for what is an impending and inevitable massive labor force disruption...
Mar 12, 2026
B
It’s a good thing to try and actively retrain your populace for what is an impending and inevitable massive labor force disruption...
Mar 12, 2026
and growing every week. We are in another golden age of EDA since late 90/early 2000
Mar 12, 2026
The Compute Shortage Token demand is skyrocketing and the need for AI compute continues to accelerate. The improvement in model...
Like.
In the last 3 months I have only seen TSMC design starts at 3nm and 2nm. Dozens of design starts, dozens of AI chips, and not one Intel...
user nl posted the thread The Great AI Silicon Shortage in SemiWiki Main Forum ( Ask the Experts! ).The Compute Shortage Token demand is skyrocketing and the need for AI compute continues to accelerate. The improvement in model...
Daniel Nenni reacted to yanfeng's post in the thread China to promote use of AI in creating new jobs, empowering traditional ones: minister of human resources and social security with