5+ day, 11+ hour ago   (852+ words) For years, the semiconductor industry has focused on export controls at the top of the technology stack: EUV lithography, advanced GPUs, EDA software, high-bandwidth memory, and leading-edge process technology. The next phase of the technology war may look very different....

5+ day, 23+ hour ago   (357+ words) AI Semiconductors Enter the System Scaling Era: Advanced Packaging, CPO, HBM, FOPLP, and Testing Emerge as the Next Key Battlegrounds Based on SemiVision’s observations from the technical forums, industry discussions, and exhibition floor at SEMICON Taiwan 2026, the most important industry…...

6+ day, 10+ hour ago   (433+ words) If NVIDIA’s message at Hot Chips 2026 had to be summarized in one sentence, it would be this: the next phase of competition is no longer about who has the fastest GPU. It is about who can combine compute, memory, networking,…...

1+ week, 1+ day ago   (175+ words) semivision When AI Chips Depend on a Bottle of Gas: How WF₆ Is Emerging as a New Bottleneck Oroginal Article By SemiVision Research [Reading time: 10 mins] The semiconductor supply constraints created by the AI boom are moving progressively upstream. Over the…...

1+ week, 1+ day ago   (326+ words) The AI era, however, is beginning to rewrite this division of responsibilities. The central idea Samsung introduced at Hot Chips 2026 is to apply advanced logic processes to the HBM Base Die, transforming the B-die from what has historically been a…...

1+ week, 6+ day ago   (1406+ words) The next phase of the semiconductor race will be less about copying fabs than about connecting talent, tools and specialised technologies Thank you, TechSoda Research for the invitation. It was a very well-organized and insightful event! For most countries, industrial…...

2+ week, 1+ day ago   (1495+ words) Nvidia has reportedly agreed to acquire Hugging Face for $12.9bn. Neither company has formally confirmed the transaction, so the deal may yet change or disappear. But the reported price is revealing. Hugging Face generates annualised revenue of roughly $150m. Nvidia would therefore…...

3+ week, 13+ hour ago   (140+ words) We will share the following topics 1. Custom ASICs: Extending AMD Beyond General-Purpose CPUs and GPUs 2. EPYC’s Core Advantage Is Shifting from Core Count to Chiplet Architecture 3. Memory and I/O Are Becoming the Next EPYC Bottlenecks 4. CPU and GPU Architectures…...

3+ week, 2+ day ago   (473+ words) For most of its history, AMD was viewed primarily as a challenger in the CPU and GPU markets. Its competitive identity was built around offering an alternative to Intel in processors and an alternative to NVIDIA in graphics. That description…...

3+ week, 3+ day ago   (240+ words) For much of the past three decades, discussions about technology in East Asia have followed a familiar script. America designed the most valuable chips. Taiwan manufactured them. South Korea supplied memory. Japan, once the dominant force in semiconductors, appeared to…...