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Jay Liu, Taipei
Wednesday 8 December 2021
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- Musk says chip capacity will decide winner of AI race (Mar 21) - EE Times
- Google taps MediaTek for cheaper AI chips (Mar 17) - The Information
- European project gets $260 million for HPC chip sovereignty (Mar 6) - EE Times
- The trouble with MAGA's chipmaking dreams (Mar 3) - Economist
- Automotive chips: Gloom and doom or boom by 2030? (Feb 14) - EE Times
- Deepseek is more Wall Street than Silicon Valley (Feb 3) - Culpium, by Tim Culpan
- Tech CEOs try to reassure Wall Street after DeepSeek shock (Jan 30, 2025) - Wall Street Journal
- TSMC to make chips for cryptominer Bitdeer at new US fab (Jan 17, 2025) - Culpium, by Tim Culpan
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Exclusive: Rapidus links 2nm chips, HBM and advanced packaging in AI foundry strategyRapidus is treating advanced packaging as a central part of its 2nm foundry strategy, not a downstream...
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Moonshot AI's Kimi K3Chinese AI startup Moonshot AI launched its next-generation Kimi K3 model on July 17, delivering performance comparable with leading models on several...
Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound...
The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion
What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data...
