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Weathered red shipping container in sharp focus with blurred cargo cranes and industrial port equipment in the background at dusk
Article · hardwareDeep read

The US–China Chip Export Controls: Where They Restrict, and Where They Don't

Painted as a wall or a sieve, the US-China chip controls are really a colander with deliberately sized holes. This maps what the thresholds actually catch, where enforcement leaks, and why the line keeps moving, from FinFET nodes and TPP limits to the A800-to-H200 design-around loop.

Ahmad J · Aug 11, 2026 · 5 min read

A gloved hand holds a circular silicon wafer with a rainbow-colored iridescent surface against a dark background
Article · chipsDeep read

Why only a few foundries make the leading-edge chips

Leading-edge chip manufacturing has collapsed to a handful of companies, in practice one clear leader and two challengers. The reasons are structural: staggering cost, an unforgiving learning curve, and a feedback loop that punishes falling behind. Here is how it works.

Ahmad J · Jul 31, 2026 · 8 min read

A computer chip die sits at an angle on a gray surface, showing intricate patterns of fine circuitry and metal traces across its surface
Article · chipsDeep read

What a Nanometer Process Node Really Means

The number on a process node, 7nm, 3nm, now 2nm, is a marketing label, not a measurement of anything physical on the chip. Here is what it actually tracks, and the metrics that describe a chip honestly.

Ahmad J · Jul 31, 2026 · 9 min read

Green circuit board with rows of rectangular semiconductor chips sits on a wooden workbench in a laboratory setting
Article · chipsDeep read

CoWoS, SoIC, and Foveros: How Advanced Chip Packaging Actually Works

CoWoS puts dies side by side on an interposer; TSMC's SoIC and Intel's Foveros Direct stack them with copper hybrid bonds. How they differ, who uses them.

Ahmad J · Jul 30, 2026 · 11 min read

Gloved hands hold a spherical semiconductor wafer showing rainbow-colored light reflections in a laboratory with a magnifying lamp overhead
Article · chipsDeep read

TSMC's Pricing Power: How One Foundry Sets the Cost of Every Advanced Chip

TSMC keeps wafer prices private. DigiTimes reported 3nm above 20,000 dollars; TrendForce relayed 2nm at about 30,000. Why big AI chips pay more.

Ahmad J · Jul 30, 2026 · 10 min read

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