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6

The Great AI Silicon Shortage

The article discusses the current AI silicon shortage, noting the limited availability of TSMC N3 wafers, memory constraints, and data center bottlenecks. The author analyzes how these factors impact AI development and which companies stand to benefit from this supply-constrained environment.

newsletter.semianalysis.com·1 source·6h
Techmeme
AI

Baochip-1x: A Mostly-Open, 22nm SoC for High Assurance Applications « bunnie's blog

Bunnie Studios announces Baochip-1x, a mostly open-source 22nm SoC (System on a Chip) designed for high-assurance applications. The project aims to provide a transparent and auditable hardware platform suitable for security-sensitive uses.

bunniestudios.com·1 source·4d
Hacker News
BUSINESS

Kayssel

Kayssel's Newsletter Issue #20 covers a broad range of topics, from AI's integration into various industries to the evolving landscape of sports and media, along with cybersecurity and geopolitical trends. It also features product recommendations, highlighting a focus on innovation and cultural shifts in technology, media, and security.

kayssel.com·1 source·Feb 28
Hacker News
BUSINESS

TSMC's N2 Node is Almost Booked Out for the Next Two Years

Tim Culpan reports at Culpium that TSMC's N2 node is nearly sold out for the next two years. This suggests high demand for TSMC's advanced chip manufacturing technology.

culpium.com·1 source·Feb 28
Techmeme
BUSINESS

Asianometry

Asianometry discusses the theoretical possibility, but practical impracticality, of chip fabrication plants (fabs) in space. The analysis likely covers the immense challenges and prohibitive costs associated with establishing and maintaining such facilities.

asianometry.passport.online·1 source·Feb 27
Stratechery
BUSINESS

Chip Fabs in Space: Technically Possible, Completely Impractical

This YouTube video analyzes the technical possibility but impracticality of manufacturing computer chips in space. It explores the theoretical advantages, such as a perfect vacuum, and compares them with the overwhelming challenges and costs involved.

youtube.com·1 source·Feb 27
Stratechery
BUSINESS