Browsing Tag
TSMC
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TSMC semiconductor manufacturing, foundry capacity, advanced nodes, packaging, and chip supply chain coverage.
Microsoft Maia 300: Specs, 2027 Rollout, and What the Claims Mean
Microsoft’s Maia 300 packs eight HBM4 stacks into a 950W accelerator and 96 chips into a 167kW rack. Here’s what its 2027 rollout means.
Etched’s $1B Sohu Backlog Turns AI Inference Into the Next Chip Fight
Etched says it has raised $800 million, signed more than $1 billion in customer contracts, and started production of its Sohu-based inference racks. The startup’s transformer-specialized chip is a serious bet that AI’s next hardware fight will be won on serving models, not just training them.
Apple-Intel Chip Claim Puts Intel Foundry’s 18A-P Test in Public View
President Trump says Apple has agreed to work with Intel on U.S.-made chips, but Apple and Intel have not announced a signed foundry deal. The real test is whether Intel’s 18A-P process can move from risk production to Apple-grade yield, volume, and product trust.