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| What If GPUs Had Expandable Memory? |
7/22/2025 |
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Imagine if we had the choice of expanding GPU VRAM, similar to your usual PC memory, but while we cannot do it in modern times, there was such an option in the past.
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| Rapidus starts 2nm test production |
7/19/2025 |
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Japanese chipmaker Rapidus has started test production of 2-nanometer gate-all-around transistor structures, with test wafers meeting expected electrical characteristics. Rapidus is also adopting single-wafer processing for all front-end steps, which could enhance precision and defect reduction, although it may increase production costs and time.
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| TSMC Q2 profit up 60% y-o-y |
7/18/2025 |
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Compared to Q1, Q2 results represented a 11.3% increase in revenue and a 10.2% increase in net income.
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| The US Is Getting 10 Nuclear Reactors to Power AI |
7/18/2025 |
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The US has built three reactors in the past 30 years, but now Westinghouse will stand up 10 in partnership with Google. But its last project was seven years late and bankrupt the company.
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| TSMC may accelerate 2nm chip production at Ariz. plant |
7/17/2025 |
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TSMC's contractors might be able to speed up their construction of the third site due to experience gained by building the first two factories. They go as far as to state that the plant might be completed in one year at the earliest, which is similar to the construction speed in Taiwan. If the optimism bears fruit, then TSMC might be able to complete the plant by 2026 end and potentially start manufacturing 2-nanometer products at the site in the following year.
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| LG eyes entry into HBM race with advanced packaging |
7/16/2025 |
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Dubbed hybrid bonding, the technique could allow for higher chip stacking and capacity by using direct copper-to-copper bonding, and major chipmakers like Samsung Electronics and SK hynix plan to adopt it for their future HBM ranges.
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| Nvidia set to resume China sales of H20 AI chips |
7/16/2025 |
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Nvidia has announced that it will resume selling its H20 chip in China after receiving assurances from the US government that export licenses will be granted. The H20 chip, designed for the Chinese market, is less powerful than Nvidia's top-tier products but still represents an opportunity for Nvidia as China is expected to increase its AI funding by 48% this year, according to Bank of America forecasts. Nvidia also plans to release a new graphics processing unit for digital-twin AI in China.
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