#semiconductors
11pages tagged with "semiconductors"
programming
- broadcom ai chip supply chain ecosystem— 50+ company supply chain supporting broadcom custom ai chip production
- cambricon technologies— chinese ai chip company specializing in neural processing units for cloud and edge computing
- china ai hardware decoupling notes— ongoing collection of notes on the evolving china-us ai hardware decoupling
- moore threads— chinese gpu design company founded in 2020
- openai broadcom custom ai chip partnership— $10 billion openai-broadcom custom inference chip partnership for 2026 production
- semiconductor equipment suppliers ecosystem— asml, applied materials, lam research, tokyo electron, kla - equipment suppliers for ai chip manufacturing
- sk hynix hbm memory technology and supply chain— high-bandwidth memory (hbm) technology, sk hynix market position, and ai chip memory requirements
- tsmc cowos and advanced packaging technologies— tsmc cowos, broadcom 3.5d xdsip, and packaging technologies for ai chip production
news
- week of october 12, 2025 economic events— major bank earnings launch q3 season amid trade war escalation as trump announces 130\% china tariffs, while baltic security crisis and gaza ceasefire implementation test geopolitical stability
- week of october 19, 2025 economic events— cpi special release, flash pmis, and clustered earnings (netflix, tesla, ibm, coca‑cola) headline a macro‑heavy week amid the u.s. shutdown; pboc lpr, bok and tcmb decisions; eu council; boeing strike continues