AI Chips

8 pieces tagged AI Chips.

Pieces

AMD Just Bought an AI Chip That Can Never Be Updated

On 6 August 2026 AMD announced it was acquiring Taalas, a Toronto startup that does something no GPU does: it etches an AI model's weights physically into the silicon. The weights live in a mask-ROM fabric where a single transistor holds a four-bit value and performs the multiplication in the same place the data sits…

20 Aug 20262:06tip inside

The Chip So Big They Can't Throw the Broken Part Away

Every chip factory on Earth runs on the same rule: cut the wafer into hundreds of chips, test them, and throw the broken ones away. That rule is what "yield" means.

14 Aug 20261:56tip inside

The Most Important Monopoly in AI Just Cracked (It's Not Nvidia)

A $200B deal just cracked the most important monopoly in tech — and it's not Nvidia. It's the company that MAKES Nvidia's chips: TSMC, which quietly builds ~70% of the world's advanced AI silicon and, for years, had no real rival.

31 Jul 20262:29tip inside

Chips Just Got Flipped Over — Why Your Next AI Chip Gets Power From the Back

For sixty years, a computer chip carried its power and its data on the same side — the front. As transistors shrank to 2nm, that surface ran out of room: the fat power wires choke the thin signal wires and the transistors droop, quietly capping speed.

18 Jul 20262:54tip inside

This $400M Machine Prints Chips in a Focus Thinner Than a Virus (Intel Went First)

This week the most expensive machine humans have ever built made its first real products — and almost nobody noticed. It's called High-NA EUV: a $400-million lithography system, twice the price of a normal chip printer, and Intel just became the first company on the planet to ship commercial chips made on it.

18 Jul 20262:40tip inside

Is the AI Chip Bubble Bursting? Watch the Fab, Not the Ticker

A Chinese AI model (Kimi K3) helped wipe a trillion dollars off chip stocks this week — the worst week for semiconductors since 2025 — and the internet is screaming "AI bubble." But here's what nobody's telling you: that's a stock story, not a factory story, and they're pointing in opposite directions. In this video…

17 Jul 20262:11tip inside

NVIDIA's Chip Is Finished — It Still Can't Ship (The Real AI Bottleneck)

NVIDIA's fastest AI chip has been finished for months — and it still can't ship. The reason isn't the 2-nanometer transistor everyone's racing toward; it's the very last step, advanced packaging.

16 Jul 20261:36tip inside

The Real AI Chip War Is Not About Beating Nvidia

The company quietly winning it is not in most of the headlines.

05 Jul 2026video