1+ week, 1+ day ago   (175+ words) semivision When AI Chips Depend on a Bottle of Gas: How WF₆ Is Emerging as a New Bottleneck Oroginal Article By SemiVision Research [Reading time: 10 mins] The semiconductor supply constraints created by the AI boom are moving progressively upstream. Over the…...

2+ week, 1+ day ago   (1495+ words) Nvidia has reportedly agreed to acquire Hugging Face for $12.9bn. Neither company has formally confirmed the transaction, so the deal may yet change or disappear. But the reported price is revealing. Hugging Face generates annualised revenue of roughly $150m. Nvidia would therefore…...

2+ week, 2+ day ago   (111+ words) semivision SemiVision Weekly Intelligence | 2026 August Week 4 Original Article By SemiVision Research [Reading time: 7 mins] NVIDIA’s results confirm that the AI buildout is still accelerating, but the center of risk is moving downstream. Rubin rack production is pulling simultaneously on HBM,…...

2+ week, 5+ day ago   (183+ words) Intel’s Diamond Rapids presentation at Hot Chips 2026 looks, at first glance, like another server-CPU specification update. Up to 256 performance cores 1.28GB of last-level cache. Up to 1.6TB/s of memory bandwidth. 128 lanes of high-speed I/O. Intel 18A-P compute silicon. Those numbers matter,…...

3+ week, 13+ hour ago   (211+ words) A new direction is emerging in AI infrastructure in 2026: NAND flash is no longer being treated solely as storage inside SSDs. Instead, it is beginning to evolve toward a near-compute, high-bandwidth, high-capacity memory tier. One of the most representative technologies…...

3+ week, 16+ hour ago   (140+ words) We will share the following topics 1. Custom ASICs: Extending AMD Beyond General-Purpose CPUs and GPUs 2. EPYC’s Core Advantage Is Shifting from Core Count to Chiplet Architecture 3. Memory and I/O Are Becoming the Next EPYC Bottlenecks 4. CPU and GPU Architectures…...

3+ week, 1+ day ago   (1221+ words) For two centuries, one of capitalism’s most durable bargains has been remarkably simple: people sell their time, and employers pay them for it. Artificial intelligence may be about to complicate that arrangement. Elon Musk recently offered an especially dramatic version…...

3+ week, 2+ day ago   (473+ words) For most of its history, AMD was viewed primarily as a challenger in the CPU and GPU markets. Its competitive identity was built around offering an alternative to Intel in processors and an alternative to NVIDIA in graphics. That description…...

3+ week, 3+ day ago   (240+ words) For much of the past three decades, discussions about technology in East Asia have followed a familiar script. America designed the most valuable chips. Taiwan manufactured them. South Korea supplied memory. Japan, once the dominant force in semiconductors, appeared to…...

3+ week, 5+ day ago   (312+ words) This is why MediaTek deserves more attention at SEMICON Taiwan. The company is increasingly moving from a mobile-chip narrative toward an infrastructure-silicon narrative. If this transition succeeds, it could become one of the more important structural changes in Taiwan’s semiconductor…...