Author: Leo Corelli
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Samsung Mistral Investment: How 1 Deal Secures Silicon
Samsung SF2 Node: How the €1B Mistral Investment Secures Custom Silicon-Model Pipelines Samsung is in talks to invest up to…
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TSMC AI Chips Hit Stunning 70% Yield to Meet Demand
TSMC N2 and CoWoS: 70% Yields and 1.0M Wafer Demand Shape the Global AI Supply Line On July 16, 2026,…
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Best AI Chip Stocks: 3 Secret Winners of CoWoS Delay
TSMC CoWoS Allocation: High-Yield Substrates and Architectural Delays Reorder the Best AI Chip Stocks On July 5, 2026, semiconductor research…
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Global Workspace Theory AI Slashes 2nm ASIC Costs by 90%
Anthropic J-Space Architecture: 90% Activation Bypass Reshapes Custom 2nm ASIC Economics Anthropic’s published analysis on July 6, 2026, of a…
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Nvidia AI chip delay: Critical failure pushes Kyber to 2028
Nvidia Kyber NVL144: PCB Midplane Failure Delays Next-Gen AI Racks to 2028 On July 5, 2026, semiconductor research firm SemiAnalysis…
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Custom AI Chips from Samsung’s 2nm Node: A Massive Leap
Samsung 2nm: Anthropic Custom Chip Talks Reshape Advanced Packaging Economics On July 2, 2026, reports emerged that Anthropic had initiated…
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Tesla chip manufacturing gets massive boost with $119B plan
Intel 14A and Terafab: Gary Jiang’s Transition to Tesla Signals $119B Packaging Re-engineering On June 30, 2026, Tesla secured a…
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OpenAI Custom Chip Slashes LLM Costs by 50%
OpenAI Jalapeño: Broadcom-Designed ASIC Halves LLM Inference Costs On June 24, 2026, OpenAI and Broadcom officially unveiled “Jalapeño,” an artificial…
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Nvidia Says AI’s Water Crisis Solved: 40% Massive Cut
Blackwell Liquid Cooling: 50kW Per Rack Density and the Water Nexus Nvidia reported a 40% reduction in facility water usage…