Builder, Researcher, Teacherhttps://michaelbommarito.comen-ushttps://michaelbommarito.com/wiki/ai-hardware/broadcom-supply-chainhttps://michaelbommarito.com/wiki/ai-hardware/broadcom-supply-chainbroadcom manufacturing dependencies, named contractors, and evidence limits for custom ai accelerators in september 2026Tue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/cambriconhttps://michaelbommarito.com/wiki/ai-hardware/cambriconchinese ai chip company specializing in neural processing units for cloud and edge computingTue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/china-ai-hardware-decouplinghttps://michaelbommarito.com/wiki/ai-hardware/china-ai-hardware-decouplingongoing collection of notes on the evolving china-us ai hardware decouplingTue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/cpu-transformer-training-zen4https://michaelbommarito.com/wiki/ai-hardware/cpu-transformer-training-zen4measured throughput, thread scaling, and blas packaging pitfalls when training small transformer encoders on amd zen 4 cpusTue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/moore-threadshttps://michaelbommarito.com/wiki/ai-hardware/moore-threadschinese gpu design company founded in 2020Tue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/openai-broadcom-partnershiphttps://michaelbommarito.com/wiki/ai-hardware/openai-broadcom-partnershipannounced terms, deployment schedule, and known limits of the 10-gigawatt openai-broadcom accelerator programTue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/semiconductor-equipment-suppliershttps://michaelbommarito.com/wiki/ai-hardware/semiconductor-equipment-suppliersthe tools, suppliers, and september 2026 market evidence behind advanced logic, hbm, test, and packagingTue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/sk-hynix-hbmhttps://michaelbommarito.com/wiki/ai-hardware/sk-hynix-hbmhow high-bandwidth memory works and the production status of sk hynix hbm3e and hbm4 in september 2026Tue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/small-encoder-training-throughputhttps://michaelbommarito.com/wiki/ai-hardware/small-encoder-training-throughputmeasured training throughput for 5m and 21m parameter transformer encoders across rtx 5070 ti, 4070 ti super, 4060 ti, and zen 4 cpusTue, 08 Sep 2026 00:00:00 GMThttps://michaelbommarito.com/wiki/ai-hardware/tsmc-advanced-packaginghttps://michaelbommarito.com/wiki/ai-hardware/tsmc-advanced-packaginghow tsmc cowos connects logic and high-bandwidth memory, with documented production status through september 2026Tue, 08 Sep 2026 00:00:00 GMT