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#ai-chips

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

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

Peak FLOPS are a distraction. The real constraint in every AI accelerator is how fast memory can feed the compute, and HBM is that constraint. Here is how it is built, why inference is memory-bound, why HBM4 doubles the bus instead of the clock, and why packaging, not silicon, is the supply

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