chips
9 articles tagged chips.
What This Week's Semiconductor Packaging Update Actually Changes
Beyond the headline capacity expansion, the operational details point to a different shape for the next two quarters of supply.
By Priya Chen · May 30
TechnologyTwo Foundries Just Eased the Constraint Behind Every AI Accelerator Shortage
Why a quiet move from pilot to production on advanced packaging changes the conversation about who can get which chips, on what timeline.
By Priya Chen · May 30
TechnologyBanks Have Started Replacing Their Crypto. The Hard Part Is What Comes Next.
Why post-quantum migration looks easy on paper, and why the real cost is everywhere the decades-old code already lives.
By Priya Chen · Nov 18
East Asia's Chip Diplomacy Settled Quieter Than the Headlines Suggested
Inside the layered system of formal controls, informal information-sharing, and quiet coordination on plant decisions that fall below the threshold of restriction.
By Lena Holloway · Aug 14
The Most Valuable Part of a Modern Chip Is the Layer Everyone Used to Ignore
Why advanced packaging quietly became the primary differentiator at the leading edge, and where capacity constraints are bottlenecking the most demanded parts.
By Priya Chen · Jul 14
TechnologyThe Edge-Computing Fight Is No Longer About the Edge. It Is About Orchestration.
Why orchestration, not silicon, will decide which company owns the next phase of 5G build-out.
By Priya Chen · Jun 30
The Chip Cycle Quietly Bottomed. Memory Saw It First.
Why the order-book commentary across the major manufacturers all points the same direction, and where logic is following more selectively.
By Marcus Okafor · Sep 6
TechnologyHardware-Software Co-Design Quietly Returned to the Center of AI Infrastructure
Why the discipline that defined an earlier era is back, what it costs to do well, and which organizations now run the kinds of teams that practice it seriously.
By Priya Chen · Apr 25
TechnologyThe Edge AI Hardware Market Quietly Became Three or Four Different Markets
Why the segments now have different silicon, different software, and different competing vendors, and what that fragmentation costs developers trying to deploy across them.
By Priya Chen · Mar 30