Apple-Intel Deal, GPS Interference and AI’s Entry-Level Job Shakeup | Techstrong Gang
U.S. media and political reports say Apple is in talks with Intel to design and potentially manufacture advanced chips domestically, a move framed by the White House as strengthening U.S. semiconductor supply chains. The announcement—pre-announced by former President Trump and earlier reported by the Wall Street Journal—lifted Intel shares and highlighted the government’s stake in reshoring chip production. Analysts on the panel expressed skepticism about how substantive the deal is, characterizing it possibly as a ‘second-source’ safety net rather than an immediate shift away from TSMC’s leading foundry capabilities. If executed, the partnership could give Apple more price leverage and position Intel as a credible alternative for constrained capacity at TSMC, attracting other cloud and chip customers.
HPE Reflections on AI Compute Racks, Analog Analog Analog Semis
The discussion centers on observations from HPE Discover, where analysts highlighted a shift in AI infrastructure design away from generic Nvidia reference racks toward highly engineered, hybrid cooling solutions from OEMs such as HPE and Dell. These vendors are tailoring...
Black Hat Europe 2025 | RMPocalypse: A Catch-22 Breaking AMDs Confidential Computing
The Black Hat Europe 2025 talk, titled “RMPocalypse: A Catch‑22 Breaking AMD’s Confidential Computing,” revealed a novel attack on AMD’s SEV‑SNP technology. The researchers, a PhD student and advisor from ETH Zurich, focused on the Reverse Map Table (RMP), a...
Software to Silicon with RISC-V for Physical AI
Speakers argued that RISC‑V is enabling a shift from one‑size‑fits‑all, software‑defined system designs to workload‑optimized, customizable silicon, letting companies tailor cores and accelerators to peak needs rather than buying generic overprovisioned architectures. They placed that technical pivot in a business...
Black Hat Europe 2025 | Low-Cost Memory Interposer Attacks On Confidential Computing
The Black Hat Europe 2025 talk examined the emerging threat landscape around memory encryption in confidential‑computing clouds. The presenters highlighted how processor‑level isolation and memory encryption together form the backbone of today’s confidential‑computing promises, yet the memory‑encryption layer often sacrifices...
PCPer Podcast 872: Steam Machine Benchmark Leak, Zen 6 Desktop CPUs May Drop iGPU, Memory Lane, Etc.
The PC Perspective podcast episode 872, recorded June 17 2026, dives into several breaking tech stories: a leaked benchmark for the upcoming Steam Machine, rumors surrounding AMD’s Zen 6 desktop architecture, historic price swings for DDR5 memory and SSDs, and Nvidia’s potential entry into...
Someone Bet $23 Million on Memory Stocks the Same Day Apple Said Prices Are Out of Control
The video dissects a $23.1 million options burst on memory‑storage names—SanDisk, Western Digital and an outlier, Stryker—triggered the same day Apple’s Tim Cook warned that memory prices have become “unavoidable.” SanDisk’s near‑money June‑18 call (29‑day expiry) cost about $13 million, 534 contracts at...
The Neocloud Boom: State of AI Compute 2026 | Stephen Balaban
The podcast with Lambda co‑founder and CTO Stephen Balaban examines the 2026 state of AI compute, debunking the notion that GPU power will become a commodity. Balaban argues that neo‑clouds—specialized AI‑focused data centers—are highly integrated operations that span land acquisition,...
Texas Emerges as Nvidia's New Proving Ground for AI Manufacturing｜TaiwanPlus News
Nvidia and optical‑technology firm Coherent announced a $2 billion investment to build a manufacturing plant in Sherman, Texas. The facility will produce high‑speed optical interconnects that link AI processors, a critical component for the massive models powering chatbots and other advanced...
Why Someone Just Bought $19.4M in Micron Puts
The video dissects a $19.4 million purchase of Micron Technology (MU) put options that appeared on the options tape as the stock surged nearly 11 % toward its all‑time highs. The trader bought July 2025 contracts at the $1,000 strike (≈8 % OTM) and the...
How Bad Is It? GPU / RAM / SSD Price Watch - June
Paul's Hardware’s June price‑watch video examines the lingering component shortage, focusing on U.S. retail listings from PCPartPicker. The host explains his methodology—averaging the ten lowest verified prices and flagging outliers—to provide a realistic snapshot of what consumers can actually buy. GPU...
AI Devices Are Coming | Qualcomm CEO Cristiano Amon
Qualcomm CEO Cristiano Amon told CNBC that AI is reshaping the next generation of consumer electronics, turning phones, wearables and even jewelry into personal AI devices that act as autonomous agents. He explained that advances in large language and multimodal models,...
SK’s Triple Play and Japan’s Subsea Strategy
The episode spotlights two parallel AI‑infrastructure trends: South Korea’s SK Hynix accelerating high‑bandwidth memory (HBM) production and Japan’s expanding role in subsea cable networks. SK Hynix’s chairman Chey Tae‑won announced a plan to triple wafer capacity by 2033‑34, underscoring the...
Your Smartphone Chip Operates at a Power Density Comparable to that Inside a Nuclear Reactor #shorts
The video highlights a striking comparison: modern smartphone processors operate at a power density of roughly 100 watts per square centimeter, a figure traditionally associated with the cores of nuclear reactors. By juxtaposing the tiny silicon die of a phone...
Andy McLean On Scaling UK Semiconductor Strengths Plus Rapidus Partnership
In a Times interview, Andy McLean, newly appointed CEO of the UK Semiconductor Center, outlined the organization’s mandate to act as a "front door" that unites academia, industry and investors, accelerating the nation’s semiconductor ecosystem. Drawing on 35 years of...
EdgeCortix Looks To Chiplets For Third-Gen Reconfigurable AI Chip | AI With Sally
EdgeCortix’s latest announcement centers on its third‑generation, chiplet‑based AI inference processor, extending the Sakura line with a reconfigurable data‑flow architecture dubbed DNA. The company positions the new silicon as a solution for latency‑critical edge workloads, emphasizing performance‑per‑dollar and performance‑per‑watt metrics...
Clock Domain Crossing Using Asynchronous FIFO | Ethernet MAC Controller Design || All About VLSI ||
The video explains clock-domain crossing for an Ethernet MAC controller by contrasting synchronous and asynchronous FIFOs. With a shared clock, a synchronous FIFO safely coordinates write and read pointers and avoids data loss when write and read rates match. When...
Why You MUST Own ARM: The Silent AI Licensing Giant!
The video spotlights Nvidia’s unprecedented move into the PC market using a chip built on ARM’s architecture, arguing that this validates ARM’s central role in AI hardware. Because each ARM‑based processor generates royalty payments, Nvidia’s PC launch translates into a new...
Inside AI's Optical Revolution
At Computex in Taipei, the world’s premier AI‑hardware showcase, reporters highlighted a fundamental shift in data‑center architecture known as optical transformation or co‑package optics (CPOS). Traditional AI switches, such as Nvidia’s, relied on copper interconnects and external transceivers to move data...
"RISC-V Is Now" Andrea Gallo on Why 2026 Is a Pivotal Year | RISC-V Summit Europe 2026
At the RISC‑V Summit Europe in Bologna, CEO Andrea Gallo declared 2026 “the year RISC‑V is now,” highlighting unprecedented funding, new board members, and the ratification of the server platform specification. Gallo cited $400 million invested in Scifi and $250 million in Accelera,...
USB 3.1 to Gigabit Ethernet Adapter Hardware Design - Phil's Lab #174
The video walks through design of a USB‑3.1 to Gigabit Ethernet adapter PCB built around Microchip’s LAN780 transceiver, showing how a simple, bus‑powered board can deliver 1 Gbps Ethernet over a USB‑C/Type‑B connection. The schematic is minimal – a 5 V USB input,...
Chips Run AI, Anthropic Warns and Data Center Pushback Grows | Techstrong Gang
TechStrong announced the launch of TechStrongSemi.com, a dedicated platform for semiconductor coverage that dovetails with Futurum’s research and media assets. The new site consolidates CEO interviews, analyst forecasts, and technical deep‑dives into a single, publicly accessible hub while reserving premium,...
How to Design a USB-C Power Supply (5V–28V) in 3 Hours | Full Tutorial | EasyEDA
The video walks viewers through building a USB‑C power‑supply board that delivers 5 V to 28 V, using only a web browser and EasyEDA’s Pro edition. No local software installation is required; users create a new project, name schematics and PCB files,...
The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone
The podcast examines whether the AI‑driven surge in memory‑chip equities in South Korea and Taiwan constitutes a bubble. Host Maxy interviews analyst Michael Fritzell, who points to soaring index returns—Korea’s EWIs up roughly 255% versus Taiwan’s 112%—and profit forecasts that...
The Future of Ultrafast Materials and Devices
The Stanford Engineering episode explores the frontier of ultrafast materials, focusing on the fundamental trade‑off among speed, energy cost, and reliability in atomic‑scale processes. Host Russ Altman and Professor Aaron Lindenberg discuss how dynamic, non‑equilibrium materials—those that change under light,...
Why AI Chipmaker Stocks Are Taking a Dip
The video examines why shares of AI‑chip leaders Broadcom and Nvidia are slipping even as they project record‑high revenues. Broadcom reiterated a $100 billion AI‑chip sales target for the next fiscal year, yet its stock dropped after earnings. Nvidia enjoyed a brief...
Linque CEO Samarth Vadia: Bringing Programmable Silicon Photonics to the Data Center
Linque CEO Samarth Vadia outlined the company’s mission to bring programmable silicon photonics chips to AI‑focused data centers. The startup, a spin‑off from LMU Munich, recently won an NSTC prize that opens doors to Taiwan’s semiconductor and photonics ecosystem, providing...
Chip Sanctions Backfire
The video examines how recent U.S. export restrictions on advanced semiconductors have backfired, creating a robust Chinese chip‑making ecosystem instead of curbing demand. By blocking access to cutting‑edge technology, Washington hoped to stall China’s progress, but the policy merely redirected...
Netrasemi Brings Up A2000 AI Chip, Begins Customer Evaluation Phase
Nitra Semi announced the successful bring‑up of its flagship A2000 AI chip, an 8‑GB system‑on‑chip now entering the customer evaluation phase. The company highlighted the milestone as proof of years of in‑house IP development and a stepping stone toward a...
Even Though U.S. AI Chips Outperform the Chinese, Huawei Is Taking over the Market
Nvidia CEO Jensen Huang has effectively conceded China’s domestic AI chip market to Huawei, even as U.S. AI chips remain roughly five times more powerful than Huawei’s best offerings. China’s AI chip market is currently around $21 billion and is...
U.S. Confronts The Hidden Risk Of Chinese Circuit Boards Fundamental To AI Chips
The video examines how the United States depends on Chinese‑made printed circuit boards (PCBs) for everything from iPhones to Nvidia AI servers, and why that reliance is now a national‑security concern as AI and defense demand explode. U.S. PCB production has...
Jensen Huang Sparks 'Jensanity' At Computex in Taiwan
At Computex in Taiwan, Nvidia CEO Jensen Huang delivered a high‑energy keynote that blended product reveals with bold market predictions, turning the trade show into a showcase of both silicon horsepower and corporate influence. Huang proclaimed Marvell’s ascent to a trillion‑dollar...
News Roundtable: Data Center Backlash and the AI Chip War
The roundtable discusses growing community backlash against AI data centers and the broader AI chip war, highlighting how local opposition is emerging as a new obstacle to the massive compute infrastructure being built to train frontier models. Hosts note that beyond...
The Capacity Crunch.
The video dissects the emerging "capacity crunch" that now spans the entire semiconductor ecosystem—from logic wafers to memory, packaging and even raw‑material inputs. While advanced‑node utilization at TSMC hovers around 90% and is projected to peak near 94% by 2027,...
Sobel Edge Detection Algorithm in Verilog | RGB to Grayscale Conversion Explained ||
The video walks through a Verilog implementation of Sobel edge detection that reads a 24-bit RGB image from external memory (hex file), converts each pixel to an 8-bit grayscale using an ITU-R BT.601 luma approximation, and applies a 3x3 Sobel...
Can Europe Build an AI Champion? — Mistral CEO Arthur Mensch
The interview with Mistral CEO Arthur Mensch focused on Europe’s push to build a sovereign AI infrastructure. Mensch detailed a €4 billion commitment to data centers across France and Sweden, targeting 200 MW by 2027 and a gigawatt by 2030, and announced...
Inside India’s Semiconductor Revolution: Fabs, PLI Schemes, & the Shift From Design to Manufacturing
The video explores India’s rapid transition from a design‑centric, outsourcing hub to a full‑scale semiconductor manufacturer. It highlights how policy initiatives—Production‑Linked Incentives (PLI) for both production and design—have spurred fab approvals, attracted global partners, and enabled domestic assembly of flagship...
Perplexity Is 'Chip Agnostic,' Says CEO
The video features Perplexity’s CEO outlining a new orchestration layer that dynamically routes AI workloads between edge devices and cloud servers. The software decides, in real time, whether a task should run locally or on powerful remote hardware, aiming for...
Server - AI HW SW CoDesign - Sub-Project - (2026-05-15)
A DevOps engineer presented a deep dive on the Model Context Protocol (MCP), explaining its purpose, architecture, and how to extend it. MCP is a JSON-RPC2–based open, versioned wire protocol that standardizes how applications supply context, tools, and data to...
Taiwan's NSTC Minister Cheng-Wen Wu Talks to EE Times During Computex 2026
At Computex 2026, Taiwan’s National Science and Technology Council minister Cheng‑Wen Wu detailed the island’s evolving role in the global augmented‑reality and AI ecosystem. He framed Taiwan’s ambition around four strategic pillars: sustaining advanced manufacturing capabilities, deepening international research collaborations,...
Can China REPLACE Nvidia? | China Decode
The episode examines Huawei’s bid to overtake Nvidia in China’s booming AI‑chip market, spotlighting a new "tower scaling law" that shifts emphasis from transistor miniaturisation to data‑flow efficiency. Jensen Huang, Nvidia’s chief, acknowledged that the company has effectively ceded the...
Analysis: What Nvidia's Vision Means for AI and Taiwan｜TaiwanPlus News
The video dissects Nvidia’s recent GTC keynote, highlighting the company’s strategic direction and its deepening ties with Taiwan’s semiconductor ecosystem. Analysts note the conspicuous absence of new data‑center products, while emphasizing Nvidia’s relentless pursuit of the “tokens‑per‑watt” metric, which the firm...
Nvidia’s Computex Keynote 2026 in 12 Minutes
At Computex 2026, Nvidia CEO Jensen Huang announced a sweeping shift toward “agentic AI,” positioning the company’s new hardware and software stack as the foundation for the next decade of computing. The centerpiece is Vera Rubin, a massive end‑to‑end system that...
Can ByteDance’s Custom Chips Power TikTok’s AI Ambitions?
ByteDance, the parent of TikTok, is reportedly designing its own central processing units to meet the exploding compute demands of its AI initiatives, according to three sources familiar with the project. The move reflects a broader industry shift as soaring chip...
Understanding & Designing Modern Storage Systems - M9: Flash Memory & Solid-State Drives
The lecture explains how flash memory and SSDs work at a device and array level, emphasizing NAND flash’s block-erase, page-program, and page-read granularity. It describes floating-gate transistors that store data as threshold voltages, the need for read reference and pass-through...
Reimagining 3D IC Design with AI
In this Silicon Grapevine episode, Seaman’s Digital Industries software’s Sudashan Deo discusses how artificial intelligence is reshaping 3D integrated‑circuit (3D IC) design. Deo traces his journey from computer‑science graduate to leading R&D manager across Intel, Synopsys, Cadence and now Siemens, highlighting...
How Cerebras Built the Wafer-Scale AI Chip | Part 1
Cerebras Systems’ co‑founder JP Fricker explains the Wafer‑Scale Engine, a single 300 mm silicon wafer that functions as one massive AI processor—a concept that overturns the industry’s long‑standing practice of dicing wafers into many small chips. Fricker stresses that the project began...
Korean Chip Stocks Will Win No Matter Who Survives the AI Giants' 'Deathmatch': KB Financial Group
KB Financial Group’s analyst argues that South Korea’s memory‑chip giants remain undervalued and will thrive regardless of which AI heavyweight wins the emerging "deathmatch." The discussion highlighted that Micron trades around 12 × earnings while SK Hynix and Samsung hover at 6‑7 ×,...
SK Hynix, Micron Join $1 Trillion Market Cap Club | Bloomberg Tech 5/27/2026
Micron and SK Hynix have each surpassed $1 trillion in market value as investors pour into memory names powering AI, driven by surging demand for high-bandwidth memory that pushed quarterly revenues up more than 200% and sent share prices dramatically...
SK Hynix Joins the $1 Trillion Club: Is the AI Boom Moving to East Asia?
The video examines SK Hynix’s recent entry into the $1 trillion market‑cap club, signaling that the AI hardware boom is increasingly anchored in East Asia. The host notes that the firm now sits alongside TSMC and Samsung as top holdings in...