A 330 GB On-Die DRAM AI Chip Lands as a Whitepaper
PhantaField's Sophon PFG-1 whitepaper claims ~95x Nvidia HBM4 bandwidth via monolithic 3D stacking. No silicon yet. Here's why it matters anyway.
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AI Is Eating Your CPU: How the Chip Shortage Hits Consumers
TSMC is prioritizing AI chips over everything else. Intel and AMD CPUs now have 6-month lead times, and your next PC will cost more.
Alibaba Claims World's Fastest RISC-V Chip as China Doubles Down on Open Architecture
The XuanTie C950 runs at 3.2 GHz on 5nm, performs 3x faster than its predecessor, and targets agentic AI workloads.
Musk Announces $25 Billion Terafab Chip Factory—But the Numbers Don't Add Up
Tesla, SpaceX, and xAI plan the 'largest chip manufacturing facility ever.' Industry experts see another Battery Day.
Nvidia and AMD Bet $500M on Light: Ayar Labs to Replace AI's Copper Bottleneck
The chip rivals jointly backed a photonics startup that promises 20x better performance per watt. Volume production targets 2028 AI systems.
China's 15th Five-Year Plan Bets Everything on AI: Robots for Elderly Care, Factories Without Workers, and Chips Without America
Beijing's new economic blueprint mentions AI over 50 times, commits to 'decisive breakthroughs' in semiconductors, and envisions AI agents and humanoid robots replacing human labor at scale.
Marvell Bets $5.5B on Light: Celestial AI Acquisition Targets AI's Bandwidth Bottleneck
The photonic chiplet startup promises 16 terabits per second of bandwidth in a single chip, 10x current technology