Topic

#Semiconductors

9 articles on Semiconductors — news, releases, guides and analysis from the SourceFeed engine.

Article 1w ago 0

AMD's Taalas Deal Bets Inference Is the New Bitcoin Mining

Hardwiring weights into silicon only pays when a workload stops moving. AMD is betting inference just did.

Mariana Souza

AMD Buys Taalas, Betting Inference Ends Etched in Silicon

Hardwired weights promise 17,000 tokens a second — if model churn doesn't outrun the mask set.

Article · 1w ago1

Jim Keller's Fab2 and the Rise of Desktop Silicon Prototyping

By mass-producing miniature, software-defined semiconductor factories, Fab2 aims to shrink chip prototyping cycles from months to hours.

Article · 1mo ago6

The Power Bottleneck Behind the AI Scaling Boom

Infineon's new five-billion-euro Dresden fab highlights why power management silicon, not just logic, dictates AI infrastructure limits.

Article · 1mo ago5

Ditching HBM: Inside the Monolithic 3D AI ASIC

PhantaField’s Sophon PFG-1 puts 330 GB of DRAM on-die, bypassing the GPU memory wall for low-batch LLMs.

Article · 1mo ago2

IBM's 0.7nm Breakthrough and the Future of AI Compute

Vertical transistor stacking promises to slash AI training times and rewrite the rules of accelerator memory bottlenecks.

Article · 1mo ago7

The Thermal Reality of IBM's Sub-1nm NanoStack

IBM's 3D transistor stacking promises massive efficiency gains, but translating vertical silicon to production-ready AI hardware remains a steep climb.

Article · 1mo ago2

Stacking the Deck: IBM’s NanoStack and the Sub-1 nm Era

By building transistors vertically, IBM’s 7-angstrom architecture tackles the memory and power walls limiting next-generation AI accelerators.

Article · 1mo ago2

OpenAI's Jalapeño Chip Is a Bet on Inference Economics

A custom Broadcom-built ASIC for LLM inference puts OpenAI on the same vertical-integration path Google and Amazon paved years ago.

News · 1mo ago2