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M
The 1.8 Tb/s inflection point is not just a bandwidth story. It is a closure story.
As AI and chiplet platforms scale, bandwidth demand...
Apr 13, 2026
NEW ALBANY, Ohio (WCMH) — In a reversal of past years, Intel is reinvesting in foundry projects like Ohio in 2026.
For much of 2025...
Apr 13, 2026
Intel (INTC) invested nearly five years making a promise that the market was skeptical about. The company dedicated over $100 billion to...
Apr 13, 2026
TAIPEI, April 13 (Reuters) - TSMC (TSM) , the world's largest manufacturer of advanced artificial intelligence chips, will likely notch...
Apr 13, 2026
Due to escalation and miscalculation, this war is becoming increasingly dangerous for the global economy and for lives far beyond the...
Apr 13, 2026
Jensen Huang, Lisa Su, and others are very good at playing by the rules that are given them. And yes they bend rules a bit so maybe we...
Apr 13, 2026
Due to escalation and miscalculation, this war is becoming increasingly dangerous for the global economy and for lives far beyond the...
Apr 13, 2026
Due to escalation and miscalculation, this war is becoming increasingly dangerous for the global economy and for lives far beyond the...
Apr 13, 2026
M
When we move to the 1.8 Tb/s era, we cannot solve the Reality Gap with yesterday's methodologies.
Success will belong to the teams that...
Apr 13, 2026
As per Google AI.
The effective blockade of the Strait of Hormuz in March 2026, stemming from the U.S.-Iran conflict, has created a...
Apr 13, 2026
FWIW - the US appears to be a net exporter of Helium, and the world's largest producer...
Apr 13, 2026
Anyone on the manufacturing side seen any impacts as yet?
I have only seen full steam ahead.
What kind of inventory would Foundry...
Apr 13, 2026
I'd like to know a little more about what happened here, if anyone could answer.
I know IBM was slow in developing a timely solution...
Apr 13, 2026
Rapidus is working the IP ecosystem pretty hard, writing some very big checks. No word on big customers though. This really has the...
Apr 13, 2026
Has anyone seen a 1.0 PDK or even 0.5? Have they even produced a test chip? 20 months isn't very long for process development if they...
Apr 13, 2026