#semiconductors
10pages tagged with "semiconductors"
programming
- broadcom ai semiconductor supply chain— broadcom manufacturing dependencies, named contractors, and evidence limits for custom ai accelerators in september 2026
- cambricon technologies— chinese ai chip company specializing in neural processing units for cloud and edge computing
- china ai hardware decoupling notes— ongoing collection of notes on the evolving china-us ai hardware decoupling
- moore threads— chinese gpu design company founded in 2020
- semiconductor manufacturing equipment suppliers— the tools, suppliers, and september 2026 market evidence behind advanced logic, hbm, test, and packaging
- sk hynix high-bandwidth memory— how high-bandwidth memory works and the production status of sk hynix hbm3e and hbm4 in september 2026
- tsmc cowos and advanced packaging— how tsmc cowos connects logic and high-bandwidth memory, with documented production status through september 2026
news
- week of october 12, 2025 economic events— major bank earnings launch q3 season amid trade war escalation as trump announces 130\% china tariffs, while baltic security crisis and gaza ceasefire implementation test geopolitical stability
- week of october 19, 2025 economic events— cpi special release, flash pmis, and clustered earnings (netflix, tesla, ibm, coca‑cola) headline a macro‑heavy week amid the u.s. shutdown; pboc lpr, bok and tcmb decisions; eu council; boeing strike continues