Selling US Chips to China Fuels AI Competition
tough look for Jensen and @DavidSacks and everyone arguing to keeping the China market open to older US chips (myself included) The case against export controls was always: sell to China so theres no market for their own. But they're doing both, plus stealing the software too through distillation. The case for selling chips into China gets harder by the day. Nvidia reports tomorrow and next Deepseek model anticipated soon.
Meta's GPU Spend Now Split Between AMD and Nvidia
It looks like Meta is going to spend almost as much money on AMD GPUs as it does for Nvidia GPUs. $META $AMD $NVDA https://t.co/1gQI8giGK1
Hardware Acceleration Drives OpenCV Speed Differences
OpenCV Speed Secrets: Hardware Acceleration Explained Why does OpenCV fly on some devices but crawl on others? 🚀🐢 It’s not just your code-it’s hardware acceleration. Behind the scenes, OpenCV swaps generic C++ routines for optimized backends like Intel IPP, ARM NEON,...
New Technical Papers Added to SemiEngineering Library
New technical papers recently added to SemiEngineering’s library https://t.co/tJFP1cjlmA #2nm #semiconductor #RTL #semiEDA #memristors #RISCV @imec_int @tudresden_de @kaistpr @RWTH #CNNs @DTUtweet https://t.co/5nerWHSDyb
Half of This Year's Data Center Projects Likely Delayed
As many as half of the world's data center projects slated to come online this year could face delays. https://t.co/99YJh9NSoo via @axios
Memory Chip Prices Surge 50% in Two Weeks
Wow, a respondent to the Dallas Fed's Service Sector report said that the prices they're paying for memory chips have jumped 50% in the last two weeks https://t.co/RdULT0epp4
Silicon Becomes Core Driver of Data Center Networking
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Data Networking: 1/ - Modern Data Center Networking Is No Longer Just A Software Or Infrastructure Challenge. It Starts With Semiconductor Capability. - Bandwidth Growth, AI Traffic, And Cloud Scale Push Silicon To Become The Core...
PS5-Sized Gadget Offers 25 Gbps Fiber‑like Wi‑Fi
Forget Starlink – this PS5-sized device promises to deliver fiber-like 25Gbps internet speeds using invisible beams of light https://www.techradar.com/computing/forget-starlink-this-ps5-sized-device-promises-to-deliver-fiber-like-25gbps-internet-speeds-using-invisible-beams-of-light
Samsung's Upcoming Fold Adds Screen‑damage Detection Alert
Samsung's 'Wide' Galaxy Z Fold might include a clever way to save your screen from damage with a new "foreign material detection" alert feature. ✅ Details - https://t.co/N5TPQ8poEf https://t.co/3mQNBbdYnr
Galaxy S26 Lags Pixel: No Off‑power Find Feature
The Galaxy S26 series may already be behind Pixel phones in one big way Another year with no support for finding the phone when powered off through Find Hub ✅ Details - https://t.co/m3rASS8CAq https://t.co/vqhg7SV3Ok
Three AI Glasses Tiers: Ultra-Light, Middle, Heavyweight Picks
I did a live stream over on LinkedIn this morning on another show and saw @auradeluxe asked me what my latest thinking on AI-driven glasses are. For me, it splits up into three different categories: 1. Ultra-lightweights Where...
Discussing Nvidia Earnings, Cloud Debt, and Emerging AI Firms
Headed on @CNBCOvertime in a bit to talk $NVDA earnings, Cloud debt, and interesting AI companies I'm tracking. https://t.co/F6LkN3AUt6
AI-Driven Workflows Could Ease New Tech Adoption
I have not used the TriFold but I am sure I would agree with Chris cause it is exactly the same argument I have made in the past about the great Android Tablets Samsung brought to market. I hope shifting...
Red iPhone Pro Hype Follows Orange Success
Me after rumors of a red iPhone Pro after the success of the orange one https://t.co/0UnPH6y6VI
Samsung Employee Leaks Galaxy S26 via Chromium Bug Report
Samsung (employee) leaked the Galaxy S26 in the most unlikely place last year Last October, a Samsung employee filed a bug report to Google’s Chromium Issue Tracker sharing a video of S26 ✅ Details - https://t.co/mfLeDMV5I2 https://t.co/AoanqBdUEr
Compute Architecture Must Evolve for Modern AI Demands
#Technology #Thread #Semiconductor #Manufacturing #Compute The Semiconductor Compute Evolution: 1/ - Compute Architecture Is No Longer Static. - It Continuously Evolves With Workload Demands, Data Growth, And System-Level Complexity. - What Once Worked For General Computing Struggles To Sustain Modern AI, Data, And...
Telecom Shifts From Data Pipes to Real‑Time Intelligence
As 5G, IoT, and Agentic AI converge, telecom networks are no longer passive infrastructure, they’re becoming adaptive, self-optimizing systems that sense, decide, and act in real time. How connectivity is evolving from moving data to orchestrating intelligence ⬇️ Read: ➡️ https://t.co/uwh6kF4fVy #AI...
Security Flaw Lets Hacker Commandeer 6,700 Robot Vacuums
User accidentally gains control of over 6,700 robot vacuums while tinkering with their own device to enable control with a PlayStation controller — security flaw reveals floor plans and live video feeds https://t.co/G8sfl730OU
OpenAI's $500B Data Center Stalls Amid AI Hype
Incredible reporting from @anissagardizy8 in @theinformation about OpenAI's struggle to get more computing power as Stargate—its $500B data center buildout—has floundered. https://t.co/5u1swqrWTm It includes this detail. We are in the dirt-eating phase of the AI hype cycle. https://t.co/jv5KL9bptf
Qualcomm's Rack‑Level AI
I am incredibly excited to see the first shipment of @Qualcomm’s rack‑level AI hardware and software solutions arrive in the Kingdom of Saudi Arabia for deployment at @HUMAIN data centers. This marks a major milestone for our data center business,...
OpenAI's Tiny AI Hub Will Infiltrate Everyday Spaces
My prediction is that the @OpenAI device (rumored to have camera, microphone, and speaker, which means it has a full computer inside with a few other sensors and radios) will be very small. Easy to throw in your pocket. Or...
Nvidia CEO: Trillions Required for Global AI Expansion
Nvidia CEO Huang Says Trillions More Needed for AI Buildout https://t.co/gk4YrrCQym @nvidia @nvidianewsroom #WEF26 #DAVOS #AI #IoT #MWC26 https://t.co/M2lTdcJyST
Solved OpenClaw‑Google Chat Integration After Hours of Debugging
After spending about 10 hours and $200 debugging how to connect my openclaw to Google Chat, so it could communicate with my team, we finally found the fix Sharing the solution below in a format you can give to your openclaw...
MIT 3D‑prints Functional Electric Motor for Just $0.50
MIT-developed 3D printer can output a fully functional electric motor in a single process — team only needed to magnetize the linear motor after printing, motors cost just 50 cents each https://t.co/qW2D8hE6fc
Apple's iPhone 18 Pro to Debut New Red Color
Also in Power On: Apple eyes red for the iPhone 18 Pro and Pro Max, the next color on the chart after the popular Cosmic Orange. The foldable iPhone, on the other hand, will likely come in black and white....
New S22 Bootloop Reports Emerge After February Update
Fresh Galaxy S22 bootloop complaints surface after February update amid ongoing lawsuit ✅ Details - https://t.co/k15Zd2kQBK https://t.co/3pkpv3Y0rR
Understanding Semiconductor Simulators: Types and Their Roles
#Technology #Blog #Semiconductor #Manufacturing #Simulation BLOG-315 | The Semiconductor The Semiconductor Simulator Landscape, Types And Their Roles: https://www.chetanpatil.in/the-semiconductor-simulator-landscape-types-and-their-roles/
Nvidia's $30B OpenAI Stake Turns Hardware Into Equity
Nvidia reportedly invested $30B in OpenAI, its own major customer. The chip maker powering AI now has equity in the models running on it. When hardware becomes equity, your AI vendor list has a silent shareholder at the table. Source: https://t.co/KNtNLIRTOQ
16 Years Later: IPhone 17 Pro Max Dwarfs
iPhone 17 Pro Max vs IPhone 3 GS perfectly illustrates 16 years of smartphone photography progress https://www.techradar.com/phones/iphone/iphone-17-pro-max-vs-iphone-3-gs-perfectly-illustrates-16-years-of-smartphone-photography-progress
AI Surge Boosts HBM Demand; Buy MU on Dips
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: Emerging Privacy Threat?
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...
Tech Turmoil: Bitcoin Dying, AI Slashing Valuations
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...
ASIC Inference Speed Will Hit Zero Lag in Two Years
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...
Semiconductor Industry Offers Diverse Careers Beyond Chip Design
#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 Deploy Angry Kitten Pods for Enhanced EW Protection
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 Automates Hardware Procurement, Replacing Spreadsheets
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....
AI Coding Bot Blamed for Multiple AWS Outages
Multiple AWS outages caused by AI coding bot blunder, report claims — Amazon says both incidents were 'user error' https://t.co/3nN07yXdDj
EV Batteries Improve as Auto Tech Deals Surge
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 Secures Access to Millions of Nvidia GPUs
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 Bans Unapproved 3D Printers to Curb Gun Parts
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
Arduino‑Powered Acoustic Levitator Suspends Objects in Midair
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 Resumes, Heightening Nvidia, AMD Supply Risks
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
US‑trained Chinese Firms Dominate Memory Supercycle
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
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...
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
From Software to Robots: Making Automation Affordable and Deployable
🎙️ 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...
Memory: From Overlooked to Industry’s Hot Topic
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
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
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
3D‑Printed Lattice Tires Eliminate Air and Suspension
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...