NVIDIA's Feynman GPU to Split Production Between TSM
Current rumors suggest that the Feynman GPU core will remain with TSMC, while the communication I/O die may shift to Intel’s 18A or 14A process. In addition, 25% of the GPUs are expected to use Intel’s EMIB advanced packaging technology.
Mag 7 Earnings Test Real Funding for AI Capex
The Week Ahead In Technology for April 27, 2026: The wall of Mag 7 earnings tests whether AI capex is still funded by results, not faith. $MSFT, $GOOGL, $META, $AMZN, $AAPL all report. Plus FOMC and $QCOM. Watch Azure vs AWS/Google...
AWS Keeps A100 Servers Running Despite Newer GPUs
AWS A100-powered instances (EC2 P4d, specifically p4d.24xlarge with 8x A100 GPUs) went GA on November 2, 2020.
Mapping Global Semiconductor Process Nodes in One Guide
#Technology #Newsletter #Semiconductor #Manufacturing #Node NLOG-301 | Semiconductor And Beyond Newsletter | The Semiconductor Node Map: https://newsletter.chetanpatil.in/p/semiconductor-and-beyond-newsletter-301
Micron‑scale Chip Projects Images Onto Sub‑egg‑cell Area
Engineers have created a 1-square-millimeter chip that can project a photograph onto an area smaller than the size of two human egg cells. This precise laser control could have applications in augmented reality, biomedical imaging, and quantum computing. https://spectrum.ieee.org/mems-photonics
Emerging Markets Outperform Domestic Semis Across Timeframes
So much focus on the domestic semi story, but EM leads across many timeframes @wisdomtreefunds https://t.co/1QSy6mddK7
RAM Prices Surge, Relief Unlikely Soon
Over the past week, we've suffered a whole lot more pain with RAM pricing, one way or another — and it's unlikely to get any better. https://t.co/rO8rLm352R
ASML's $300M EUV Machine Fires Moon‑Distance Laser Precision
ASML’s EUV machine costs $300m+ and its light technology is so precise that do the equivalent of hitting your thumb with a laser pointer from as far away as the moon https://t.co/Yp9RrKMd7O
AWS Compute Surge Keeps Legacy A100 GPUs Alive
AWS CEO: “Compute demand is so excessive that we have never retired old A100s.” $AMZN https://t.co/wZerjowqA5
Semis Discounted, Software at Decade‑Low Valuations Despite Strong Fundamentals
The semiconductor industry is trading at a discount to the S&P 500 despite 86% earnings growth forecasts. Software companies hit their lowest valuations in a decade with record fundamentals. 🔒 Members-Only https://t.co/td0KtWtXzd
Zero-Field Ferrimagnet Stable Above Room Temperature Enables Interference‑Free Spintron
A newly developed compensated ferrimagnet exhibits strong internal magnetism with an almost zero external field, maintaining stability above room temperature and offering promising potential for interference-free spintronic devices. materialsinnovation
Musk Launches Terafab: Dual Chip Plants Power Robots, Space
.@elonmusk just announced Terafab: two chip factories in Austin. One builds silicon for Optimus robots. The other builds chips for data centers in space. Name another human building chips, cars, robots, rockets, and AI simultaneously. I'll wait.
DeepSeek V4 on Huawei Ascend Accelerates China Chip
Macro: DeepSeek V4 runs on Huawei Ascend, boosting China tech autonomy. Key: strong benchmarks, low cost, massive context. Risks: IP disputes, modality limits. Trade: overweight Chinese chipmakers tied to Ascend adoption. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Mobileye Quietly Builds Autonomous Driving Backbone with SuperVision
Mobileye (MBLY) is quietly building the backbone for autonomous driving, not just selling auto parts. With its ‘SuperVision’ system and a white-label strategy for global OEMs, this physical AI play is flying under the radar. 📡🚗 AIinvesting
Advanced Nodes Push Performance, Efficiency, and Scaling Limits
#Technology #Thread #Semiconductor #Manufacturing #Node The Semiconductor Let Us Explore Advanced Node Status: 1/ - Advanced Nodes Represent The Leading Edge Of Semiconductor Innovation At 5nm, 3nm, And Moving Toward 2nm. - They Define The Limits Of Performance, Power Efficiency, And Scaling Economics...
Intel's 18A Beats TSMC N2 in Real‑World Availability
So, who is ahead in fab technology: Intel or TSMC? Have you seen any products you can buy today that were fabbed on TSMC N2? I haven’t. Have you? They say TSMC's N2 has a higher yield, but again where are...
AI Hardware War: Nvidia, Google, Amazon, Huawei Dominate
The fighters in the battle for the future of AI: - NVIDIA (heavyweight champion) - Google (TPUs) - Amazon (Graviton) - Huawei (Ascend) And then a bunch of startups with neuromorphic or mega-chip strategies that will, if they look promising, get bought up. Anything else?...
AI Data Centers Driving Photonics Stock Surge Amid Copper Limits
Photonics stocks are rising because AI data centers are hitting copper’s physical bandwidth limits. Optical interconnects carry more data, faster, over longer distances. Hyperscalers are now mandating the transition at scale, creating a structural supply shortage across transceivers, lasers, and...
Lip‑Bu Tan Leads Intel to 4× Market‑Cap Surge
how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 4x to $414B since he became CEO in March 2025 https://t.co/2QA1OSzLVI
Protests Threaten AI Compute Capacity, Cancel 40% of Projects
Right now, because electricity prices keep going up, consumers have pinned this blame on AI Datacenters. This is unfair but there is no organized or concerted effort being put in to turn this tide. As the perception of AI and...
AMD Poised for Datacenter Dominance Ahead of Helios
AMD’s in such a great position. Exceptional datacenter CPUs, the IP and SOC architectures to do about any derivative a customer wants. And this is before Helios has kicked in. $AMD
First Look: Google’s Sunfish and Zebrafish TPUs
Our first pass deep dive on Google new Sunfish TPU 8t and Zebrafish TPU 8i. $GOOG https://t.co/7LELhFu6Oi
Intel's CPU Foundry Must Match TSMC to Meet Demand
I still maintain my CPU foundry of choice thesis here for $INTC. They don't have to be better than TSMC, just parity, and increasingly aid to fill CPU demand. https://t.co/dKqm16myKH
Tenstorrent Accelerates Big MOE Models with V3/V4
This is cool. @tenstorrent is digging in. Big models are a passion project for us. May 1st we announce big numbers on V3, V4 results after that. Networked AI is a natural fit for big MOE models
AMD Likely to Use Intel Foundry Amid Capacity Crunch
I’m not going to die on this hill, for a ton of reasons lol but hard to see AMD not making CPUs at Intel Foundry before too long. Capacity is scarce, Intel is the floor space to ramp capacity.
Customers Demanding Every Graviton Chip, Says Andy J
I suppose this was one of the customers who wanted ALL the Gravitons, per Andy Jassy.
AI Slashes Nvidia Chip Design From Months to Nights
Nvidia’s Chief Scienst Bill Dally at GTC explained how Nvidia uses AI to speed up the chip design process: ▫️trained an LLM on all proprietary internal Nvidia docs over past 30+ years (junior employees query it instead of interrupting senior designers) ▫️one...
Intel Boosts Margins by Selling Salvaged Edge-Die Chips
Got some clarity from Intel IR on additional lift to margins. Intel got an unexpected margin lift from better yield salvage. Chips that would normally have been lower-value edge-die on the wafer were binned down and still sold into usable...
Nvidia’s Integrated Rubin Slashes AI Inference Costs Tenfold
5 Chip Stocks at the Center of the AI Spending Boom 👇 $NVDA Nvidia benefits from AI more directly than any other company because it sells the integrated system, not just the chip. Vera Rubin combines CPU, GPU, NVLink, ConnectX-9, BlueField-4...
US Government
The US government owns 9.8% of Intel and NVIDA owns another 4.5%. Not bad. https://t.co/UZRPnEpE5H
Chip Rally Lifts Qualcomm Stock Higher
The chip rally is so intense that even Qualcomm gets to go up $QCOM https://t.co/JHUQyG5MUs https://t.co/yQSvYsEvZ4
QCOM Poised for Lift with New DC CPU Launch
$QCOM should get a boost from launching a DC CPU. A much needed one. 💪🏻
Micron Set to Soar as Samsung Strike Spikes DRAM Demand
Few large specialists chiming in on $MU (memory) more bullish than ever. more server (or even client CPUs) means a lot more DRAM . MORE importantly SAMSUNG indicated a STRIKE, which cause $MU to surge https://t.co/7KhGWVDVdH
CPU Resurgence Fuels Gains for Intel, AMD, ARM, Qualcomm
$INTC, $AMD, $ARM, $QCOM all about to open higher on the great CPU resurgence. Expectations are $QCOM fleshes out their data center CPU/accelerator strategy soon.
Intel Emerges as the Go‑to CPU Foundry
$INTC because they are the only foundry who has line of sight to manufacturing expansion short-term. That, plus what I have been sharing for some time on my thesis Intel becomes the CPU foundry of choice for many. https://t.co/dKqm16myKH
Graviton Win Fuels $5B AWS CPU Revenue Growth
Solid win for Graviton, the most mature custom Arm CPU program of any hyperscaler. This business is around ~5B annualized revenue for AWS, and this will help escalate that number. AWS needs more CPUs. I know a foundry...
Mapping AI/ML Workloads Onto VLIW and Systolic Arrays
Digital Design & Comp. Arch: L18: VLIW and Systolic Array Architectures https://t.co/f8o08XDUGf Join us live in ~10 minutes. We will discuss applications that can benefit from both architectures & describe how to map AI/ML computations to modern systolic execution hardware.
Google and Tesla Double Down on In‑House Chip Development
why are Google and Tesla tripling down on their own chips? $GOOGL $TSLA $SMH https://t.co/1NJoOk9CxU
Trump’s Policy Flip Stalls US Chip Manufacturing Revival
Efforts to revive local chip manufacturing have been left in limbo by Donald Trump’s sudden upending of US semiconductor policy over the past year. Incredible reporting, by @MActon93 https://t.co/QkbBYaE5fT
Intel Capitalizes on AI-Driven CPU Resurgence, China Lags
How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands https://t.co/lRphpWagbK
China's Deepseek 4 Defies Export Bans on Huawei Chips
While everyone is talking about ChatGPT 5.5, Deepseek has dropped Deepseek 4 Big deal? Yes, It is runing entirely on Huawei chips. Despite export bans and everything else. Stopping China in some fields is impossible https://t.co/fVOpoXsq8A
AI Bottleneck Solutions Drive Revenue Growth
Estimated revenue for stocks solving AI bottleneck in optics, connectivity, compute and memory: SK Hynix $AAOI $CRDO $AMD Do you understand now?
Congress' Massive Export Crackdown Fails to Shield US Chips
Tech war: US Congress rolls out ‘largest’ export control upgrade against China Let's be clear, this does nothing to "protect" the US semiconductor industry.. https://t.co/ic51dxC2bF
At Scale, H100 GPUs Fail Hourly Despite
Using the following data, the mean time between failures for a single GPU is 5.8 years. "419 unexpected interruptions over 54 days on 16,384 H100s" If you have 50k GPUs, that's one per hour. If you have 2.1k GPUs, that's one per day.
Intel’s Q1 Dip Overblown; Real Turnaround Underway
Intel’s Q1 sell-off was way overblown. They posted $600M in FCF, TSMC just partnered on 18A, and the foundry is ramping. Q2 might be messy, but the turnaround is real. You don’t sell that for pennies. Semiconductors
Mobileye’s Q1 Shows EyeQ, SuperVision Surge
Mobileye’s Q1 2026 call is out—EyeQ shipments and SuperVision growth are the big stories this quarter. Industry shifts are real, but Mobileye’s staying in the fast lane. 🚗💨 SelfDriving
AI Needs More Power: Nvidia Backs OKLO
$NVDA 🤝 $OKLO We don’t have enough power. Not even close. Investing here is paramount to our AI ambitions. 💪🏻🔋 https://t.co/5KML2W7ObN
Intel's $280B Surge Masks 100x Valuation Risks
INTC up $280 billion in market cap from low. Q1 Revenue beat by $1b, Guidance raised for next Q ~1-1.5b. Still trading at 100x earnings the most expensive semiconductor company that still has a lot of...
CPU Demand Surges; Intel Sees Strong Data Center Growth
Agentic workloads are increasing demand for CPUs, $INTC CEO said data center CPU demand remains strong and foundry improvements are running well ahead of schedule. Im so bullish $AMD
Intel's AI Surge Drives 15% Stock Jump, Beats Forecast
$INTC stock is up 15% on earnings. If there is ever a question regrading how early we are in AI, look at what it the rising AI tide is doing to Intel, which was arguably on the ropes. Revenue in: * Dec-25...