Tag: #tsmc
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 2 posts
The AI Semiconductor Supply Chain and Market — Who Actually Makes the Chips (2026)
We trace the value chain behind a single AI chip — design, EDA, IP, foundry, packaging, HBM, and equipment. From TSMC and Samsung to ASML EUV, the CoWoS bottleneck, geopolitics and export controls, the rise of in-house c
2026-06-16 · 19 min read #gpu-cuda#ai-hardware#semiconductor#supply-chain#tsmc2026 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#nvidia