Foundries
9 pieces tagged Foundries.
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Every Chip Factory Keeps a Liquid That Would Hurt You. It Is Water.
Somewhere inside every chip factory there is a plant whose only job is to take ordinary municipal water and remove everything from it. Remove everything: dissolved salts, metal ions, organic carbon, dissolved oxygen and nitrogen, bacteria, and particles far too small to see.
SK hynix, Intel's Ohio Fab, and the Rule That Copies the Plumbing
On 16 September 2026 Reuters reported that SK hynix, the world's biggest maker of the memory inside AI chips, is in talks with Intel about making memory chips in the United States for the first time: either by leasing part of Intel's $28 billion campus in Ohio, or through a joint venture with Intel and…
AI Just Asked to Slow Down. Chip Makers Wrote the Rule in 1973.
The AI companies just asked permission to slow down. On 12 September 2026 Dario Amodei, who runs Anthropic, the company that makes Claude, published an essay asking the whole industry to move one to two years slower so the people who check these systems can catch up, and he offered outside checkers the same access…
Everyone Is Announcing Capacity. Nobody Is Announcing The Number That Decides It.
Nobody is announcing yield — and only one of those decides whether the wafers are worth selling.
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.
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.
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…
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.
The Real AI Chip War Is Not About Beating Nvidia
The company quietly winning it is not in most of the headlines.