Tag: #samsung
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3 posts
2026 Semiconductor Industry Trends — 1nm Process, HBM4, AI Chip Wars, US-China Tensions
Samsung 1nm process announcement, NVIDIA B200, Intel-Google partnership, HBM4 competition, and US-China semiconductor tensions — everything about the 2026 semiconductor industry.
2026-04-11 · 15 min read #ai#semiconductor#samsung#tsmc#nvidiaAI Hardware War 2025: NVIDIA Blackwell vs AMD MI350 vs Cerebras WSE-3 vs Google TPU v7
NVIDIA B200 with 208B transistors, Samsung HBM4 first to mass produce, Cerebras 4T transistor wafer, AMD MI350 with 288GB — a complete comparison of every player in the AI chip war by specs, benchmarks, and roadmaps.
2026-03-22 · 26 min read #nvidia#samsung#cerebras#amd#intelThe Peak of the AI Memory Supercycle: 5 Decisive Moments for HBM That Will Shake the 2026 Semiconductor Market
From HBM4 16-layer stacking technology, the emergence of custom HBM (cHBM), the strategic clash between SK Hynix, Samsung, and Micron, to the memory supercycle market outlook and HBM vs GDDR comparison — an in-depth anal
2026-03-01 · 37 min read #hbm#semiconductor#memory#ai-hardware#sk-hynix