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12 stories
AWS's new G7 instances won its own benchmark with half the GPUs
AWS benchmarked its Blackwell-based G7 instances against G5, G6 and G6e on 30B mixture-of-experts models. The two-GPU box beat the four-GPU boxes, the cheapest configuration and the fastest one turned out to be different machines, and the same model cost 2.5 times more per token on retrieval traffic than on chat.
Ahmad J · Sep 8, 2026 · 6 min read

The NPU quietly became standard hardware
Dedicated AI accelerators went from a phone-camera novelty to a block Microsoft now requires by spec. What an NPU actually does, why chipmakers put one in every new laptop, and why the TOPS number on the box deserves suspicion.
Ahmad J · Aug 13, 2026 · 3 min 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

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

CoWoS, SoIC, and Foveros: How Advanced Chip Packaging Actually Works
Modern chips are split into many dies, then wired back together in the package. Three technologies do that reintegration: TSMC's CoWoS and SoIC and Intel's Foveros and EMIB. Here is how 2.5D and 3D packaging physically differ, what the CoWoS variants change, and why the packaging line, not the
Ahmad J · Jul 30, 2026 · 11 min read
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Article · chipsHBM Explained: Why High-Bandwidth Memory Is the Real Bottleneck in AI ChipsJul 29, 2026 · 12 min read
Article · chipsWhat Chiplets Are and Why Chipmakers Moved to ThemJul 28, 2026 · 10 min read
Article · chipsThe Foundry Moat Moved to the PackageJul 27, 2026 · 5 min read