Tag: #hbm
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 8 posts
8 posts are tagged #hbm; the most recent was published on 2026-06-18.
Often tagged together: #ai-hardware 4 #nvidia 4 #samsung 3 #semiconductor 3 #2026-03 2
Most read in the last 90 days:
The Semiconductor Memory Supercycle — How HBM Changed the Game
We examine how the memory semiconductor cycle works and use data to explain how high-bandwidth memory (HBM) rewrote the rules of the game. We weigh the competitive landscape of SK hynix, Samsung, and Micron, the cycle ri
2026-06-18 · 7 min read #finance#semiconductors#memory#hbm#sk-hynixThe Memory Wall and HBM — The Real Bottleneck That Divides AI Performance ♪ Listenable
In an era where compute is cheap and data movement is expensive, the real bottleneck of AI performance is memory. From the memory-wall concept to HBM generations, the roofline model and arithmetic intensity, the KV cache
2026-06-16 · 21 min read #memory-wall#hbm#bandwidth#roofline#inferenceChiplets and Advanced Packaging — CoWoS, 3D Stacking, and Beyond Moore ♪ Listenable
A single giant die can no longer push performance higher on its own. This post walks through how chiplets, CoWoS, 3D stacking, and the UCIe standard turned advanced packaging into the variable that decides accelerator pe
2026-06-16 · 27 min read #gpu-cuda#chiplet#advanced-packaging#cowos#ucieThe AI Semiconductor Supply Chain and Market — Who Actually Makes the Chips (2026) ♪ Listenable
We trace the value chain behind a single AI chip — design, EDA, IP, foundry, packaging, HBM, and equipment. From TSMC and Samsung to ASML EUV, the CoWoS bottleneck, geopolitics and export controls, the rise of in-house c
2026-06-16 · 19 min read #gpu-cuda#ai-hardware#semiconductor#supply-chain#tsmc2026 Semiconductor Industry Trends — 1nm Process, HBM4, AI Chip Wars, US-China Tensions
Samsung 1nm process announcement, NVIDIA B200, Intel-Google partnership, HBM4 competition, and US-China semiconductor tensions — everything about the 2026 semiconductor industry.
2026-04-11 · 15 min read #ai#semiconductor#samsung#tsmc#nvidiaAI Hardware War 2025: NVIDIA Blackwell vs AMD MI350 vs Cerebras WSE-3 vs Google TPU v7 ♪ Listenable
NVIDIA B200 with 208B transistors, Samsung HBM4 first to mass produce, Cerebras 4T transistor wafer, AMD MI350 with 288GB — a complete comparison of every player in the AI chip war by specs, benchmarks, and roadmaps.
2026-03-22 · 26 min read #nvidia#samsung#cerebras#amd#intelAI Hardware Accelerators Complete Guide: H100, TPU, Cerebras, and Edge AI Chips Compared
A comprehensive comparison guide covering NVIDIA H100 Tensor Core, Google TPU v5 systolic array, Cerebras WSE-3, AWS Inferentia 2, and Apple Neural Engine for AI hardware accelerators.
2026-03-17 · 17 min read #ai-hardware#h100#tpu#cerebras#edge-aiThe Peak of the AI Memory Supercycle: 5 Decisive Moments for HBM That Will Shake the 2026 Semiconductor Market ♪ Listenable
From HBM4 16-layer stacking technology, the emergence of custom HBM (cHBM), the strategic clash between SK Hynix, Samsung, and Micron, to the memory supercycle market outlook and HBM vs GDDR comparison — an in-depth anal
2026-03-01 · 37 min read #hbm#semiconductor#memory#ai-hardware#sk-hynix