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Every story tagged ai-chips, newest first.

A green computer chip with eight rectangular semiconductor dies arranged on its surface sits on a wooden table
Article · chipsDeep read

HBM Explained: Why High-Bandwidth Memory Is the Real Bottleneck in AI Chips

HBM is stacked DRAM beside an AI chip on a very wide bus. Why it, not compute, limits AI text generation, how HBM4 differs from HBM3E, and its cost share.

Ahmad J · Jul 29, 2026 · 12 min read

Multiple computer chips arranged in a grid on a dark substrate with visible circuit paths and copper-colored component details
Article · chipsDeep read

The Foundry Moat Moved to the Package

For twenty years the chip moat was the transistor. Since 2018 it has moved to the package: whoever runs the CoWoS, SoIC, and Foveros line decides whether an AI accelerator ships at volume. An interactive research edition.

Ahmad J · Jul 27, 2026 · 5 min read