Chisato · · 4 min read Wafer-Scale Integration Explained
Wafer-scale integration builds one giant chip from an entire silicon wafer instead of cutting it into dies. How it works and its tradeoffs.
#Hardware
#Chips
#Semiconductors
Topic
#Chips
43 posts tagged “Chips”.
Chisato · · 4 min read 
The Lycoris Team · · 6 min read Apple iPhone 18 Pro Event: Foldable iPhone, New CEO
Apple's September 9 'Surprise and shine' event is set to unveil the iPhone 18 Pro and a first foldable iPhone — the first launch under new CEO John Ternus.
#Apple
#Chips
#Hardware
Kurumi · · 6 min read Gimlet Labs Raises $300M at $3B for Inference Cloud
Gimlet Labs raised $300M at a $3B valuation in a Series B led by a16z to scale its multi-silicon inference cloud for agentic AI. The backers, the tech, the stakes.
#Markets
#AI
#Chips
Kurumi · · 6 min read Broadcom Q3 2026 Earnings: AI Chips Triple, Stock Dips
Broadcom's fiscal Q3 2026 revenue hit a record $29.6B as AI chip sales more than tripled to $16.7B, but light Q4 guidance sent the stock lower.
#Markets
#Earnings
#Chips
Kurumi · · 5 min read Broadcom Q3 2026 Earnings Preview: AI Chips in Focus
Broadcom reports fiscal Q3 on September 2 with AI semiconductor revenue guided to $16 billion. Here's the setup, the numbers, and what to watch.
#Markets
#Earnings
#Chips
Kurumi · · 5 min read a16z Machine Age Fund: $1.1B for AI's Hardware Layer
Andreessen Horowitz raised $1.1 billion for its Machine Age Fund to back chips, data centers, and robotics — the physical buildout behind the AI boom.
#Markets
#AI
#Venture Capital
Chisato · · 4 min read What Is Semiconductor Yield?
Yield is the share of chips on a wafer that work. It's the single biggest driver of chip cost, and why new process nodes start out expensive.
#Hardware
#Semiconductors
#Chips
Chisato · · 5 min read 2.5D vs 3D Chip Packaging Explained
2.5D packaging places dies side by side on an interposer; 3D packaging stacks dies vertically through silicon vias. How advanced packaging works.
#Hardware
#Semiconductors
#Chips
Chisato · · 4 min read What Is SerDes? Serializer/Deserializer Chips Explained
SerDes converts parallel data to a serial stream for transmission and back, letting chips move data over fewer, faster wires with less overhead.
#Hardware
#Chips
#Computer Science
Chisato · · 4 min read How Computer Chips Are Made: Wafer to Package
Chip fabrication turns a silicon wafer into a working processor through photolithography, etching, doping, and packaging — here's the full process.
#Hardware
#Semiconductors
#Chips
Chisato · · 4 min read ASIC vs FPGA: Choosing Custom Silicon
An ASIC is fixed-function silicon built for one job at massive scale; an FPGA is reconfigurable hardware you can rewire after it ships. How to choose.
#Hardware
#Chips
#Semiconductors
Chisato · · 4 min read What Is Silicon Photonics? Optical Chips Explained
Silicon photonics moves data with light instead of electrical signals on standard chip manufacturing lines. How it works and why AI data centers need it.
#Hardware
#Chips
#Semiconductors
Chisato · · 5 min read Anthropic's Fractile Deal: SRAM Inference Chips
Anthropic reportedly signed an initial $250M deal for Fractile's DRAM-less SRAM inference chips, and the UK startup is now raising near a $6.5B valuation.
#AI
#Chips
#Anthropic
Chisato · · 4 min read Chip Binning Explained: Why One Die Design Sells as Many SKUs
Binning sorts identical die designs by how well each one actually performs after manufacturing, turning natural process variation into a full product lineup.
#Hardware
#Semiconductors
#Chips
Chisato · · 4 min read DRAM vs SRAM: How the Two Main Memory Types Differ
DRAM stores each bit as a charge in a capacitor that needs constant refreshing; SRAM stores each bit in a transistor circuit that holds its state.
#Hardware
#Computer Science
#Chips
Chisato · · 5 min read Nvidia Eyes Rebellions: AI Chip Deal, What to Know
Nvidia is in early talks with South Korean AI chip startup Rebellions on a partnership, investment, or acquisition. What Rebellions builds and why it matters.
#AI
#Nvidia
#Chips
Chisato · · 4 min read What Is a TPU? Tensor Processing Units Explained
A TPU is a chip built specifically for the matrix math behind neural networks, using a systolic array instead of a general-purpose GPU pipeline.
#Hardware
#Chips
#AI
Chisato · · 5 min read Google Pixel 11 and Tensor G6: 2nm Chip, On-Device AI
Google's Pixel 11 ships with Tensor G6, the first phone chip on TSMC's 2nm process, running Gemini Nano on-device. Specs, price, and what's new.
#AI
#Google
#Chips
Kurumi · · 6 min read Cerebras Q2 2026 Earnings: Cloud Revenue Up 281%
Cerebras' Q2 2026 cloud revenue jumped 281% on the OpenAI ramp and it raised full-year guidance, yet the stock fell. The numbers, the RPO, and the warrant math.
#Markets
#AI
#Earnings
Chisato · · 4 min read What Is UCIe? The Open Standard for Chiplet Interconnects
UCIe is an open standard for wiring chiplets from different vendors into one package, defining the physical layer, protocols, and packaging it needs.
#Hardware
#Semiconductors
#Chips
Kurumi · · 6 min read Micron Stock Tops $1,000 as AI Memory Rally Heats Up
Micron closed above $1,000 for the first time as SanDisk, Western Digital and chip-equipment makers rallied on surging HBM and DRAM demand.
#Markets
#Chips
#Memory
Chisato · · 5 min read What Is a Memory Controller?
A memory controller is the circuit that manages every read and write between the CPU and main memory, setting the ceiling on bandwidth and latency.
#Hardware
#Chips
#Performance
Kurumi · · 5 min read Nvidia's $21B SpaceX Stake: What the 13F Reveals
Nvidia's Q2 13F disclosed a $21B SpaceX stake and a $30B Intel windfall, revealing a $63B equity portfolio tightly tied to its own chip customers.
#Markets
#Nvidia
#Chips
Chisato · · 6 min read L&T to Build India's Largest Nvidia B300 AI Factory
L&T's Vyoma.AI will build India's largest Nvidia B300 AI Factory in Chennai — 10,000 GPUs for Together AI — under a Rs 10,000–15,000 crore order.
#AI
#Infrastructure
#Chips
Chisato · · 4 min read Von Neumann vs Harvard Architecture Explained
Von Neumann shares one memory for code and data; Harvard architecture splits them. How the two computer architectures differ, and where each is used.
#Computer Science
#Hardware
#Chips
Kurumi · · 5 min read OLIX Raises $312M for Photonic AI Inference Chips
UK startup OLIX raised $312M at a $3.3B valuation for its optical AI inference chips, backed by Arm and Reed Hastings. What the photonic bet means.
#AI
#Chips
#Markets
Chisato · · 5 min read US Chinese Optical Transceiver Ban: What to Know
The Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers. Who wins, who loses, and what it means for AI.
#Chips
#Policy
#Markets
Kurumi · · 6 min read Terafab: Tesla and SpaceX's $16.8B Texas Chip Fab
Tesla and SpaceX confirmed Terafab, a $16.8B first-phase chip fab in Grimes County, Texas, with plans to reach 1 terawatt of compute a year. The details.
#Semiconductors
#Tesla
#SpaceX
Chisato · · 5 min read Cache Coherence and the MESI Protocol, Explained
Cache coherence keeps each CPU core's private cache consistent with the others. The MESI protocol is the classic mechanism that makes it work.
#Hardware
#Computer Science
#Chips
Chisato · · 4 min read Branch Prediction and Out-of-Order Execution Explained
Branch prediction guesses which way an if-statement will go before the CPU knows, and out-of-order execution reorders instructions to keep pipelines full.
#Hardware
#Computer Science
#Chips
Chisato · · 4 min read What Is an ASIC? Application-Specific Chips Explained
An ASIC is a chip custom-built for one task, trading flexibility for speed and power efficiency. How ASICs differ from GPUs and FPGAs, and when to use one.
#Hardware
#Chips
#Semiconductors
Kurumi · · 6 min read Korea's $950B US Chip Deal: Samsung, SK Hynix, Nvidia
Samsung and SK Hynix signed roughly $950 billion in chip-supply deals with US tech giants including Nvidia at Korea's San Francisco AI summit. The breakdown.
#Chips
#Markets
#Memory
Chisato · · 4 min read Nvidia–SK Group $500B Deal: HBM Supply, AI Factory
Nvidia and SK Group unveiled a $500B+ AI partnership locking in SK Hynix HBM4 supply and a 2GW AI factory in Korea. Here are the details and what to watch.
#Nvidia
#Chips
#AI
Chisato · · 4 min read What Is CXL (Compute Express Link)?
CXL is an interconnect standard that lets CPUs, GPUs, and memory devices share coherent memory over PCIe, enabling memory pooling and expansion.
#Hardware
#Chips
#Cloud
Chisato · · 7 min read Nvidia Vera CPU Specs: Olympus Cores, SPEC Benchmarks
Nvidia detailed its Vera CPU — 88 custom Olympus cores, 1.2 TB/s memory, and SPEC CPU 2026 scores that edge AMD's Epyc dual-socket flagship.
#Chips
#Nvidia
#Hardware
Chisato · · 4 min read What Is a DPU (Data Processing Unit)?
A DPU is a specialized chip that offloads networking, storage, and security tasks from the CPU. How data processing units fit alongside CPUs and GPUs.
#Hardware
#Chips
#Performance
Chisato · · 4 min read What Is a Semiconductor Process Node?
A process node like '5nm' or '3nm' names a chipmaker's manufacturing generation, not a literal measurement anymore. Here's what the number means.
#Hardware
#Chips
#Performance
Chisato · · 5 min read RISC vs CISC: Instruction Set Architectures Explained
RISC and CISC are two philosophies for CPU instruction sets — simple fixed-length instructions versus fewer, complex ones. How they differ and why.
#Hardware
#Chips
#Performance
Chisato · · 4 min read What Is a System on Chip (SoC)? Hardware Explained
A system on chip packs a CPU, GPU, memory controller, and other components onto one die — the design behind phones, laptops, and most modern chips.
#Hardware
#Chips
#Performance
Chisato · · 5 min read ARM vs x86: CPU Architecture Compared
ARM and x86 are the two dominant CPU instruction set architectures — how RISC vs CISC design differs and why it affects power and performance.
#Hardware
#Chips
#Performance
Chisato · · 4 min read What Is an FPGA? Reconfigurable Chips Explained
An FPGA is a chip whose logic circuits can be reconfigured after manufacturing, sitting between fixed-function ASICs and general-purpose CPUs in flexibility.
#Hardware
#Chips
#Performance
Chisato · · 6 min read SambaNova Raises $1B at $11B, Lands JPMorgan
AI chipmaker SambaNova closed the first tranche of a $1B Series F at an $11B valuation and named JPMorgan Chase as an on-prem inference customer. The details.
#AI
#Semiconductors
#Chips
Chisato · · 4 min read What Is Moore's Law? Chip Scaling, Explained
Moore's Law is the observation that transistor density on a chip roughly doubles every couple of years. Why it drove decades of gains, and why it's slowing.
#Hardware
#Chips
#Computer Science