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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

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