Hardware Social Media and Updates
Hardware Social Media and Updates
Hardware Pulse
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Macro: AI demand drives chip & platform leaders. Factors: HBM tightness (Micron), AIP adoption (Palantir). Risks: supply, concentration. Trade: buy MU on pullbacks for HBM exposure. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Smart glasses and covert filming. Are they a real privacy concern? https://t.co/TehOK0XVKI via @YouTube #smartglasses #glass #AR #privacy #CyberSecurity #CyberSec @sonu_monika @enilev @Jagersbergknut @TysonLester @chidambara09 @labordeolivier @BetaMoroney @tlloydjones @Nicochan33 @jeancayeux @RLDI_Lamy @pierrepinna @pierrecappelli @pchamard @JeromeMONANGE @thierry_pires @MaiaGabunia @amalmerzouk @NewsNeus @mary_gambara @PawlowskiMario...
Saturday ☕️ is up Bitcoin is Dead, Again…RIP 🪦 AI Grim Reaper slashes $Trillions off software market caps Chip innovations looking to bury NVDA Where are we putting all this Data? Memory Madness Join X & me as we break it all down Stay Current...
yesterday we chatted with @martin_casado and @sarahdingwang on the pod and he happened to do basic math™ on the logic of asics today @taalas_inc launched their HC1 asic that can inference 17k tok/s. Sure, it's a shitty 3.1 8B today which...
#Technology #Thread #Semiconductor #Manufacturing #Career The Semiconductor Let Us Learn About Career Options: 1/ - The Semiconductor Industry Offers A Wide Range Of Career Paths Beyond Just Chip Design. - Roles Span Architecture, Design, Verification, Manufacturing, Test Engineering, Packaging, Reliability, Automation, And Supply...
F-16s Heading To Middle East Equipped With Angry Kitten Electronic Warfare Pods The Angry Kitten pods will give the fourth-generation fighters often tasked with the Wild Weasel missions much-needed extra protection. https://t.co/MR26YH0w6Z
Reframe (@usereframe) automates the hardware supply chain, starting with procurement. Upload your BOM, connect your ERP, and their system will handle sourcing, ordering, vendor coordination, delay resolution, and real-time build plans. Hardware procurement still runs on spreadsheets and emails, until today....
Multiple AWS outages caused by AI coding bot blunder, report claims — Amazon says both incidents were 'user error' https://t.co/3nN07yXdDj
EV batteries are lasting longer, & some are safer; Qualcomm-Tata alliance; SDV deal; Ford’s UEV; auto chip deal; return of diesel and V8; Uber charger incentives; CAN attacks; radar for low power; please shut your Waymo door... https://t.co/fOi9eLKBwv #automotive #SDVs #EVs #AVs
Meta Platforms is getting access to millions of Nvidia GPUs – don’t assume it is buying all of them. $NVDA $META https://t.co/Zvqz4CbFlP
California bill would restrict 3D printer sales to state-approved models to prevent printing gun parts — joins Washington and NY on legal offensive https://t.co/Zd7PlM6jB2
A student built a real anti-gravity machine… using an Arduino. How to Make an Acoustic Levitator: Arduino Nano + motor driver + about 60 ultrasonic transducers. They all emit ~40 kHz sound. The sound waves meet and form fixed pockets...
US-China chip trade restarts with tariffs and restrictions creating high-risk supply chain uncertainty for @nvidia and @AMD #ChipWar #AIChips #USChinaTrade #H200 #TSMC #ExportControls #AIOverwatchAct #ChipSupplyChain #Trump #BISRules #GeopoliticalRisk #TechTariffs #Huawei #LLMs
Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as these companies founded by US-returned Chinese engineers capitalise on the global memory supercycle. https://t.co/Vn4nQD1BYc
#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...
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
🎙️ Evan Beard is the co-founder and CEO of Standard Bots , building AI-trained industrial robot arms designed to automate real factory work, not demos: In this episode, Evan shares a founder path that started in software startups and Y...
Went deeeeepp on the memory industry in this report. No one used to want to cover memory, and now it is all the industry/supply chain wants to talk about. Some juicy stats 😀 https://t.co/QSHAd1OxK2 https://t.co/dbC4xNxVte
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
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
3D printed tires Pure 3D-printed lattice magic in TPU that flexes, absorbs insane weight, and keeps rolling. No air or suspension needed. @robotsailor is building next-level robot wheels… fully custom, printed fast on Bambu Lab printers. If you don’t follow...
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...
I would be really nice if Ledger would make a device with a newer Secure Enclave
Can Micron do it again? $MU heading back towards record territory as memory shortages continue.
If you're a researcher in academia using Keras 3 (PhD student, postdoc, professor...) and you want to train on TPUs, you could receive compute awards from Google for your research. Google is running a new academic grant program, separate from...
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.
I have been using a Thinkpad X1 for almost a year, and it hasn't fallen apart yet, unlike the "gamer-class" laptops of the past few years that fall apart hardware-wise, and never even get to a working state software-wise. Though this...
Important commentary here on COT on the $CDNS call last night. Called out this trend last year. It will be important for $AVGO $MRVL $MTK customer dynamics in custom ASICs. https://t.co/lgWuwvj4oB
Silicon Oxide Memory Breakthrough | Lecture 12: From Lab to Industry #science #graphene #pchardware https://t.co/78xHMIA1EU
Google has announced the Pixel 10A. Same $499 price. (Mostly) the same specs. Thinner-but-still-thick bezels. But now the back is *totally* flat, you see. How flat? See pics. And then read my story. https://www.bloomberg.com/news/articles/2026-02-18/google-announces-499-pixel-10a-just-before-expected-iphone-17e-reveal?srnd=homepage-americas
I have very high confidence that MI455X will ship for revenue in 2H26. Token generation naturally will be after that. There’s always a ramp and the only question is how steep the ramp.
South Korean AI chip startup HyperAccel @HyperAccel0112 is preparing to launch Bertha 500, an LLM inference accelerator aimed at cost-efficient, low-latency token generation. The company also plans an edge SoC version in partnership with Korean giant LG: https://t.co/TRgQrMNik2
chetanarvindpatil #Technology #Thread #Semiconductor #Manufacturing #Energy The Semiconductor Energy Per Prompt: 1/ - Energy Per Prompt Defines How Much Electrical Energy Is Consumed To Deliver One Meaningful AI Response. - It Shifts Focus From Peak Power Or Total Datacenter Energy To The Cost Of...
AI wearables for pets. What a world we live in! (And it's cool, I had a demo recently).
Former Altera CEO Sandra Rivera has joined French AI chip startup @vsora_dsp as chair of the board. I had a chat with her about raising Vsora's profile, raising funding, and competing with Nvidia, AMD and the entire landscape of startups...
Massive compute capabilities enable a whole new way of manipulating and using data, and a potential bonanza for AI data centers. https://t.co/c1vSecTfww #AIdatacenters #abstractions #virtualtwins #digitaltwins #AgenticAI #semiEDA
Randomly jumped back on the Vivo X Fold 5 and this is still the second best foldable camera around behind only the X Fold 3 Pro.
I’ve been waiting for a moment like this. Google’s new quantum chip solved a 150-year-old problem in 2 hours. 13,000× faster than one of the world’s best supercomputers. That’s not incremental. That’s a different category. Their Willow chip ran an algorithm that models how atoms...
Hard to really say past 2027 for certainty at this point, but its very easy to lay out the scenarios that keep memory constrained to 2030. Really not just memory, the depth of the constraints are so deep across...
NEW ODD LOTS - THE DRAM EPISODE The AI boom has created voracious demand for memory, meaning even consumer-facing companies are now having to compete for the chips @TheStalwart & I speak with @rwang07, analyst at SemiAnalysis, about the big DRAM crunch https://t.co/HYFcg7nK8Z
What truly defines great collaboration? 👉 Sharing knowledge. That’s exactly what we live in our cooperation between Indu-Sol GmbH and GROLLMUS . 🔌 Indu-Sol contributes deep expertise in industrial communication and fieldbus systems like PROFINET and PROFIBUS. 🧠 At Grollmus,...
NYT: "While Washington’s export controls have slowed China’s chip development, they have added fuel to Beijing’s decade-long push to make strategic technologies like semiconductors and A.I. entirely at home." https://t.co/OcHRXob06N
I've been waiting 3 years to show you this We just launched our 3rd-gen humanoid, but we’re already on our 7th-gen hand Our team has quietly worked for years to approach parity with a human hand Excited to share a sneak peek of...
.@EutelsatGroup: OneWeb rev up 59.7% in 6M to Dec. 31; 600 aircraft have our connectivity hardware; hosted payloads, ground segment seen as fresh revenue sources; cancelling @Thales_Alenia_S GEO sat saves EUR 100M in capex, costs 60M in impairment charges.https://t.co/f8cngyWfes https://t.co/iWpscm5aIi
Alex bought a $10,000 Mac to run @openclaw with powerful local models. He isn’t alone. Know a guy with several NVIDIA H200’s in his house. Now that I am building I get it. Having your own local AI changes your whole approach...
It's great to see the Apple Vision Pro being invested in by Google. This might have something to do with the Google and Apple AI deal, and if it does, it's a great sign. I hope to see Google Genie...
For the Nancy Guthrie case, an idea and maybe a crazy one but she had a pacemaker which often implantable devices use bluetooth such as Medtronic's. Couldn't you war-drive (drones even better) with a high gain antenna with amplifiers -...
"When I look out over the next two, three years, a ripple effect for every dollar spent on $NVDA chips, there's an $8-10 multiplier across software and infrastructure" 🎙️ @DivesTech joins Dan on the latest Okay, Computer. https://t.co/kyBad40Wln
