#CoWoS packaging
15 related articles
·3 min
The Return of Private Cloud: A Rational Choice in the Era of Data Sovereignty and Compute Autonomy
After a decade of public cloud dominance, private cloud is making a comeback. From cost recalculation and data sovereignty compliance to AI compute autonomy, we analyze why enterprises are reconsidering private and hybrid cloud strategies.
Read more →
·2 min
AI Bubble Fears Intensify: The Logic Behind Chip Stocks Selling Off Across U.S. and Asian Markets
Chip stocks fall simultaneously across U.S. and Asian markets as AI bubble fears intensify. Analysis of the drivers, sustainability of AI capex, and the balance between short-term volatility and long-term trends.
Read more →
·2 min
AI Bubble Fears Intensify: The Logic Behind Chip Stocks Selling Off Across US and Asian Markets
Chip stocks decline simultaneously across US and Asian markets as AI bubble fears intensify. Analysis of the logic behind the selloff, sustainability questions around AI capex, and the relationship between short-term volatility and long-term trends.
Read more →
·3 min
AMD CDNA5 Architecture Deep Dive: Technical Evolution and the AI Computing Competition Landscape
Deep analysis of AMD's CDNA5 architecture covering Chiplet packaging upgrades, HBM memory evolution, and low-precision compute optimization, examining how AMD challenges NVIDIA's AI chip dominance.
Read more →
·5 min
Why Are China's Open-Source AI Models Getting Stronger? A Deep Dive into Three Comeback Paths
Facing US chip bans and closed-source monopolies, how do China's open-source AI models keep striking back? A deep dive into three core paths: open-source pricing-power games, optical interconnect positioning, and edge-side use cases.
Read more →
·5 min
Why Are China's Open-Source AI Models Getting Stronger? A Deep Dive Into Three Comeback Strategies
Facing US chip bans and closed-source monopoly, how do China's open-source AI models keep fighting back? A deep dive into three core paths: open-source pricing games, optical interconnect positioning, and on-device scenarios.
Read more →
·7 min
Alibaba Open-Sources 2.4T Qwen Model as Chinese AI Sweeps the Global Competitive Landscape
Alibaba open-sources a 2.4 trillion parameter Qwen model and launches the Qwen Token Plan. Chinese models surge, Kimi K3 tops global rankings, and China's AI is reshaping the global competitive landscape.
Read more →
·3 min
AI Compute Prices Surge Across the Board + Rise of Two Domestic Coding Tools: The Wave of Self-Reliance Arrives
The U.S. imposes its strictest-ever export controls on top AI models, while Zhipu AI and Moonshot launch self-developed coding tools the same day—amid rising GPU and cloud compute prices. A deep dive into three trends driving cost rationality and tech autonomy.
Read more →
Taiwan's Lost 8-Bit Computers: A Forgo…
·5 min
Taiwan's Lost 8-Bit Computers: A Forgotten Chapter of Asian Tech History
During the 8-bit era, Taiwan produced homegrown computers now nearly forgotten. This article traces that little-known history and its impact on Taiwan's tech rise.
Read more →
·4 min
Meta's In-House AI Chip Enters Mass Production in September: Modular Design Breaks New Ground for Compute Autonomy
Meta's new-generation in-house AI chip enters mass production in September, using a modular design to cope with rapid AI evolution. A deep dive into the cost logic, inference optimization, and market impact on NVIDIA.
Read more →
·6 min
SK Hynix's Record $26.5B IPO: The AI Memory Chip Boom and the U.S. Factory Chess Game
SK Hynix completed a record $26.5B IPO—the largest by a foreign company in U.S. history. Explore the HBM memory boom, U.S. pressure to build local fabs, and the geopolitical restructuring of chip supply chains amid the AI wave.
Read more →
·6 min
AI's Second Half: The Decisive Battle Shifts from Models to Infrastructure
Model capabilities are converging, making inference cost and scalability the new focus of AI competition. A deep analysis of AI infrastructure's core layers.
Read more →
·6 min
Samsung's Chip Profit in a Single Year Exceeds 40 Years Combined: The AI Wave Triggers a Memory Price Crisis
Samsung's chip division is set to earn more profit in one year than in its past 40 years combined, with quarterly profit surging 19x YoY, surpassing NVIDIA. AI data centers are seizing HBM and DRAM capacity, driving up DDR5 and SSD prices.
Read more →
·3 min
Deep Dive: SpaceX and Reflection AI Sign $6B+ Compute Leasing Deal
SpaceX and open-source AI lab Reflection AI sign a $150M/month compute lease totaling $6B+. Analysis of Colossus 2, NVIDIA GB300 chips, and AI compute market shifts.
Read more →
Product Reviews·4 min
Razer Blade 18 Review: Is the $500 Price Hike Worth It for the Ultra 9 290HX Plus?
The 2025 Razer Blade 18 packs Intel Core Ultra 9 290HX Plus and RTX 5070 Ti/5090 GPUs, starting at $3,999. Deep dive into the processor upgrade, Blackwell GPU performance, and whether the $500 price hike is justified.
Read more →