Articles by tag: ai-chips

Intel's $2B Purchase of Habana Labs: Strategy Against Nvidia

Intel closed the deal to acquire AI startup Habana Labs for $2 billion. Learn how this will affect the AI chip market and competition with Nvidia and AMD. Analysis and context.

Google ordered 3 million TPU chips from Intel — analysis and consequences

Analysis of the Google and Intel deal for 3 million TPUs: diversification against TSMC, impact on the AI chip market and geopolitical risks. Read the details.

MediaTek's Transition to Intel EMIB-T Packaging: Reasons and Benefits

MediaTek exclusively uses Intel EMIB-T instead of TSMC CoWoS for AI chips from 2027. We analyze the reasons, benefits, and market implications. Read details.

Silicon Carbide: Breakthrough or Panic of the USA and Taiwan for 6G and AI

Analysis of the American-Taiwanese partnership on silicon carbide wafers for 6G and AI: real risks, China's panic and hidden consequences. Learn the truth about the semiconductor race.

50,000 X chips: Elon Musk switches to self-developed AI chips

Elon Musk deploys 50,000 of his own AI chips on X servers to accelerate Grok. Why this is an admission of defeat in the infrastructure race and how the market will change. Read the analysis.

Cerebras IPO 2026: $56 billion and the AI chip market reshuffle

Cerebras raised $5.55 billion at a $56.4 billion valuation on Nasdaq. We analyze the architectural bet on inference, risks, and the future of the AI infrastructure market. Get the key points in 2 minutes.

CoPoS: TSMC demands exclusivity from partners

TSMC imposes strict supply bans on competitors, locking the CoPoS supply chain. Learn how this will change the chip market and why AI giants are losing choice.

Malaysia — AI Hub: How China Circumvents Chip Sanctions

Chinese tech giants rent data centers in Malaysia for access to NVIDIA B200. Learn the sanctions evasion scheme and choose a cloud strategy for your business.

Cerebras IPO: $4.8 billion valuation as financial engineering

Analysis of Cerebras Systems $4.8 billion IPO: why it's not about chips but financial engineering, risks for investors, and connection with OpenAI. Learn the pitfalls before trading begins.

Toto ramps up production of ceramic components for AI chips: stock rise

Japanese Toto, known for plumbing, expands production of ceramic parts for AI chips. Shares surged 18% amid investment boom. Learn how the company is becoming a key player in AI infrastructure.

Samsung 4nm process: betting on maturity for AI and HBM4

Samsung expands production using mature 4nm FinFET process for AI chips, HBM4, and autonomous driving. Learn why stability is taking center stage in the semiconductor technology race.

Samsung 4nm chips: yield >80% and competition with TSMC

Samsung achieved 80% yield for 4nm chips, attracted Groq and IBM, and is catching up with TSMC. Find out how this will change the AI semiconductor market and the balance of power in global manufacturing.

Cerebras IPO: profit, OpenAI and wafer-scale chips

Cerebras turned profitable and is preparing for IPO with an OpenAI contract for $20 billion. Analysis of architecture, risks, and prospects for the AI accelerators market.