ExplainerSemiconductors & Chip Supply
Nvidia's $3.5B MediaTek Deal Turns Custom AI Chips Into an NVLink Fusion Play
Nvidia is paying $3.5 billion to make sure the next wave of custom AI chips still plugs into its racks. MediaTek is the wedge.
Semiconductors & Chip Supply
Covers chip design, semiconductor manufacturing, fab economics, supply chain dynamics, and the companies building the physical infrastructure of the AI era.
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Explainer
NewsSemiconductors & Chip Supply
Samsung LPDDR5X-PIM Puts AI Compute Inside DRAM With 8× the Bandwidth
Samsung's first LPDDR-based processing-in-memory chip hits 614 GB/s and triples Llama 3.1 8B token throughput, in a drop-in 561-ball package.
OpinionSemiconductors & Chip Supply
Google's $12.2B Marvell Warrant Is How Big Tech Escapes Nvidia
Google's warrant for up to 58.97 million Marvell shares turns a supply contract into equity, and the AMD-OpenAI deal already proved the model works.