Social•Feb 20, 2026
Warehouse-Scale Computing Fuels Next Semiconductor Demand Surge
#Technology #Thread #Semiconductor #Manufacturing #EPDT The Semiconductor EPDT Article On Warehouse-Scale Computing: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains Why Warehouse Scale Computing (WSC) Is Emerging As A Foundational Architecture Driving Modern Semiconductor Demand And Infrastructure Evolution.
By Chetan Arvind Patil
Social•Feb 20, 2026
ROM-Etched AI Weights Deliver 50× Performance, Slashing Cost
Taalas etches AI model weights in ROM with big SRAM memory, claims 50X more performance at 1/50th the cost per token with 1/36th the latency of a GPU – at 1/6th the energy. https://t.co/S4eyD94p5X
By Timothy Prickett Morgan
Social•Feb 19, 2026
Indium Oxide Semiconductors Rise in 3D Integration Race
As the semiconductor industry gets serious about monolithic 3D integration, indium-based oxide semiconductors are drawing more and more attention. https://t.co/TCRHH3C2p6 #semiconductor #3Dintegration @ieee_iedm #indiumoxide #BTI #IGZO
By Ed Sperling
Social•Feb 19, 2026
Taalas Chip Excels at Llama3.1, but Lacks Flexibility
AI chip startup Taalas @taalas_inc is showing off a chip that can do 16,000 tps/user on Llama3.1-8B, many multiples of its nearest competitor. The catch? The chip ONLY runs Llama3.1-8B, and a model like DeepSeekR1-671B would need 30 separate tapeouts: https://t.co/IJuprQZqaE
By Sally Ward-Foxton
Social•Feb 19, 2026
Modular Ghiplet Chiplets Redefine Flexible GPU Design
chetanarvindpatil 15h #Technology #Thread #Semiconductor #Manufacturing #Ghiplet The Semiconductor Ghiplet: 1/ - The Semiconductor Computing World First Moved Towards More-Than-Moore Via Chiplets. - Now, It Is Re-Inventing Another Path Towards More-Than-Moore. - This Time With Ghiplet = G(PU) + (C)hiplet --- chetanarvindpatil 15h Author 2/ - Ghiplet Represents A Shift Towards...
By Chetan Arvind Patil
Social•Feb 19, 2026
Ledger Should Upgrade to Newer Secure Enclave
I would be really nice if Ledger would make a device with a newer Secure Enclave
By Zaki Manian
Social•Feb 18, 2026
Micron Poised for Record Highs Amid Memory Shortage
Can Micron do it again? $MU heading back towards record territory as memory shortages continue.
By Hyperstocks
Social•Feb 18, 2026
China’s Node Surge Forces GFS to Target Allies
With China ramping up mature node at insane rates, where does that leave $GFS? Sell only to allies? UAE has some big aspirations here. Yes, I know, Mubadala, I was at AMD when we spun GF.
By Patrick Moorhead