Semiconductor
DeepSeek AI Chip: Inference Silicon to Cut Its Nvidia Reliance
The DeepSeek AI chip is a homegrown inference processor meant to blunt US export controls. What SMIC's limits, the inference shift, and the timeline mean.
Semiconductor
Intel 18A Yield Is Improving. The Real Test Is Winning Customer Trust
Intel 18A’s next question is not only whether the node improves, but whether that progress turns into outside customer confidence. One-Minute Brief Intel’s 18A narrative is shifting. The easier headline is that yield reporting looks better. The more important question…