The July 2026 AI-Chip Correction: What the Memory-Led Selloff Signals
An analysis of the July 2026 AI-chip selloff: memory-led declines, valuation vs capex, the HBM cycle, and what the correction says about AI infrastructure spending.
d-Matrix Corsair and the Rise of Dedicated AI Inference Silicon (2026 Analysis)
An analysis of d-Matrix Corsair and digital in-memory compute: why dedicated AI inference silicon is challenging GPUs on cost, latency, and energy for LLM serving in 2026.
Qualcomm’s Data-Center Gambit: The Tenstorrent Play
Analysis of Qualcomm's move into AI data-center silicon and its reported Tenstorrent acquisition talks - why it is diversifying beyond mobile in 2026.
NVIDIA Blackwell Ultra Ramp & Q2 2026 Earnings: What It Signals
Deep analysis of NVIDIA Q2 2026 results — Blackwell Ultra ramp, networking attach rates, China headwinds, and the AMD/Intel response.
AMD MI400 Instinct Architecture for AI Training (2026)
AMD MI400 Instinct architecture for AI training — CDNA 4, HBM4 stacks, UALink interconnect, ROCm stack maturity, and how MI400 stacks up against Nvidia Rubin.
TSMC 2nm and the AI Chip Race in 2026: N2 Ramp, Intel 18A, Samsung SF2
TSMC N2 ramp status, Intel 18A and Samsung SF2 compared for AI accelerators: yields, packaging, customers and what it means for 2027 silicon.