I don’t care what the Fabs intended, the North American version of Rubber Soul is the superior sequence.
October 2, 2026 at 4:48 PM
I don’t care what the Fabs intended, the North American version of Rubber Soul is the superior sequence.
RAM shortage till 2028! AI data centers hoarding chips, DDR5 prices soaring, consoles, robots and autonomous cars fuel a memory war. Save now! #RAM #DDR5 #AI #TechCrisis #MemoryWar
Video
Micron and Samsung warn of severe RAM shortages lasting until 2028. With AI data centers hoarding chips, DDR5 prices soaring and next-gen consoles becoming expensive. Humanoid robots and autonomous vehicles worsen the crisis. New fabs are years away, keeping prices high. Start saving now before the memory war escalates. Tools used for generation Text Gemini Narator Azure TTS Clips Pexel Rendering Remotion
www.youtube.com
October 2, 2026 at 4:36 PM
RAM shortage till 2028! AI data centers hoarding chips, DDR5 prices soaring, consoles, robots and autonomous cars fuel a memory war. Save now! #RAM #DDR5 #AI #TechCrisis #MemoryWar
I’d much prefer another psychedelic animated Beatles film à la Yellow Submarine to those shitty looking biopics. They could even use the same actors to voice the Fabs if they couldn’t find anyone better.
October 2, 2026 at 2:04 PM
I’d much prefer another psychedelic animated Beatles film à la Yellow Submarine to those shitty looking biopics. They could even use the same actors to voice the Fabs if they couldn’t find anyone better.
Rotation: AI capex optimism meets risk-off. TSMC weighs Texas fabs; each could cost ≥$20B, contingent on extending the tax credit due to expire end-2026. Q4 Brent forecast: $90.22/bbl vs $78.92; credit spreads widened 5bp to a six-month high. Watch Hormuz and TSMC. #$TSM #AI #Oil
October 2, 2026 at 12:48 PM
Chinese semiconductor plants have amassed hundreds of immersion lithography machines worth billions of dollars, and Chinese-owned fabs acquired an estimated 343 immersion DUV lithography systems by early 2026.
Source: South China Morning Post
Source: South China Morning Post
Just a moment...
Chinese semiconductor plants have amassed hundreds of immersion lithography machines worth billions of dollars, and Chinese-owned fabs acquired an estimated 343 immersion DUV lithography systems by early 2026.
www.scmp.com
October 2, 2026 at 12:38 PM
Chinese semiconductor plants have amassed hundreds of immersion lithography machines worth billions of dollars, and Chinese-owned fabs acquired an estimated 343 immersion DUV lithography systems by early 2026.
Source: South China Morning Post
Source: South China Morning Post
My favorite Beatle, Billy Preston, appeared on The Nat 'King' Cole Show in 1957, long before any TV footage of the Fabs! The show was short-lived because ad agencies refused to sponsor a Black star, thanks to Jim Crow in the south.
11-Year-Old Billy Preston Performs Blueberry Hill | The Nat King Cole Show
YouTube video by Nat King Cole
youtu.be
October 2, 2026 at 4:21 AM
My favorite Beatle, Billy Preston, appeared on The Nat 'King' Cole Show in 1957, long before any TV footage of the Fabs! The show was short-lived because ad agencies refused to sponsor a Black star, thanks to Jim Crow in the south.
More memory. Still scarce.
AI demand is forcing DRAM makers to allocate limited capacity across HBM, server memory and future customers—years before new fabs can catch up.
#Memory #Semiconductors #AIInfrastructure
AI demand is forcing DRAM makers to allocate limited capacity across HBM, server memory and future customers—years before new fabs can catch up.
#Memory #Semiconductors #AIInfrastructure
AI Is Reallocating the World’s Memory Factories
AI demand is forcing memory makers to decide how scarce DRAM capacity is divided among HBM, server memory and other products before new fabs arrive—pushing...
breezeinflow.com
October 2, 2026 at 3:34 AM
More memory. Still scarce.
AI demand is forcing DRAM makers to allocate limited capacity across HBM, server memory and future customers—years before new fabs can catch up.
#Memory #Semiconductors #AIInfrastructure
AI demand is forcing DRAM makers to allocate limited capacity across HBM, server memory and future customers—years before new fabs can catch up.
#Memory #Semiconductors #AIInfrastructure
If I'm reading this new Andreessen Horowitz report correctly — and I'd like to believe that I am — the Silicon Forest renaissance is about to kick into a whole new gear. Here's why…
siliconflorist.com/2026/10/01/c...
siliconflorist.com/2026/10/01/c...
Could the AI era mean a reboot of more traditional Silicon Forest activity…? – Portland Oregon startups, tech, news, events, jobs, and community
Silicon Forest is an admittedly odd moniker. (Says the guy with an even more oddly named blog.) But it’s also fitting. And it’s a reminder that fabs and wafers and lithography and embed…
siliconflorist.com
October 1, 2026 at 10:13 PM
If I'm reading this new Andreessen Horowitz report correctly — and I'd like to believe that I am — the Silicon Forest renaissance is about to kick into a whole new gear. Here's why…
siliconflorist.com/2026/10/01/c...
siliconflorist.com/2026/10/01/c...
Some Fabs FB group - it’s riddled with them. The vast majority of the replies on the thread are oblivious.
October 1, 2026 at 8:56 PM
Some Fabs FB group - it’s riddled with them. The vast majority of the replies on the thread are oblivious.
The semiconductor talent story goes far beyond the fab. 🏭🧪 Chemicals, specialty gases, filtration, ultrapure water, and contamination control all need specialized talent. We mapped the hidden workforce behind the U.S. buildout. 🔬👇
#Semiconductors #Manufacturing #Engineering
#Semiconductors #Manufacturing #Engineering
The hidden workforce behind America's semiconductor fab buildout
TL;DR What workforce problem is being overlooked in the U.S. semiconductor expansion? Fabs depend on a second-order semiconductor labor market outside their own payrolls: the engineers, chemists,
stemsearchgroup.com
October 1, 2026 at 7:01 PM
The semiconductor talent story goes far beyond the fab. 🏭🧪 Chemicals, specialty gases, filtration, ultrapure water, and contamination control all need specialized talent. We mapped the hidden workforce behind the U.S. buildout. 🔬👇
#Semiconductors #Manufacturing #Engineering
#Semiconductors #Manufacturing #Engineering
I don't think the demand for compute is going anywhere now that it is suddenly able to do so much more. The datacenters, the cards, the fabs producing them all, will all find ready use, but the true railroads are the arxiv papers we wrote along the way.
October 1, 2026 at 6:53 PM
I don't think the demand for compute is going anywhere now that it is suddenly able to do so much more. The datacenters, the cards, the fabs producing them all, will all find ready use, but the true railroads are the arxiv papers we wrote along the way.
Under The Hood With FabFilter Pro-C 3 Auto Threshold
Under The Hood With FabFilter Pro-C 3 Auto Threshold
If controlling level is one use for compression, the other has to be
creating the sounds themselves. With consistent compression being the mix
helper no engineer wants to be without, here we explore every aspect of
Auto Threshold inside the Fabs’ ever-evolving super squeezer.
dlvr.it
October 1, 2026 at 5:25 PM
Under The Hood With FabFilter Pro-C 3 Auto Threshold
3. Grandmothers use Facebook's data centers to share kitten videos. To what extent are we the problem?
"Pogo: "We have met the enemy, and he is us."
4. Santa Clara's cheap electricity once attracted actual factories, like IC fabs. Do the current data centers use more power than they did?
"Pogo: "We have met the enemy, and he is us."
4. Santa Clara's cheap electricity once attracted actual factories, like IC fabs. Do the current data centers use more power than they did?
October 1, 2026 at 4:36 PM
3. Grandmothers use Facebook's data centers to share kitten videos. To what extent are we the problem?
"Pogo: "We have met the enemy, and he is us."
4. Santa Clara's cheap electricity once attracted actual factories, like IC fabs. Do the current data centers use more power than they did?
"Pogo: "We have met the enemy, and he is us."
4. Santa Clara's cheap electricity once attracted actual factories, like IC fabs. Do the current data centers use more power than they did?
Update: had a chat with one of our supplier reps about SSDs and yes, that's the reason they believe, too: these are all made by the same fabs that make DRAM, and those fabs are all tied up with DRAM for datacentres.
October 1, 2026 at 11:17 AM
Update: had a chat with one of our supplier reps about SSDs and yes, that's the reason they believe, too: these are all made by the same fabs that make DRAM, and those fabs are all tied up with DRAM for datacentres.
Homegrown CUDA alternatives are exactly what the controls are meant to force. The catch is TileLang still needs the fabs to run on. Software is the cheap half of this race.
October 1, 2026 at 7:27 AM
Homegrown CUDA alternatives are exactly what the controls are meant to force. The catch is TileLang still needs the fabs to run on. Software is the cheap half of this race.
UK supply chain intelligence startup Beebolt will release its Q4 Tsumuki Report in early October.
techsoda.substack.com/p/why-ai-chi...
techsoda.substack.com/p/why-ai-chi...
Why AI Chip Resilience Is Dictated by Packaging, Not Fabs: Inside Beebolt’s 54-Node Tsumiki Risk Index
Evaluating structural tech dependencies across fragility, importance, and interdependence: Co-CEO Talal Abu-Issa on why zero single-source bottlenecks remain low-risk in upcoming Q4 report.
techsoda.substack.com
September 30, 2026 at 11:07 PM
UK supply chain intelligence startup Beebolt will release its Q4 Tsumuki Report in early October.
techsoda.substack.com/p/why-ai-chi...
techsoda.substack.com/p/why-ai-chi...
mu mostly fabs in taiwan tho despite bein an american company. not with tsmc, they have their own fabs there
September 30, 2026 at 9:33 PM
mu mostly fabs in taiwan tho despite bein an american company. not with tsmc, they have their own fabs there
Micron just crushed Q4 earnings, posting $37.7B in net income as DRAM revenue spiked 343%.
When you're the only domestic player making the high-bandwidth memory AI clusters need, you don't just beat estimates—you dictate market terms while dumping $250B into new fabs.
When you're the only domestic player making the high-bandwidth memory AI clusters need, you don't just beat estimates—you dictate market terms while dumping $250B into new fabs.
Micron Q4 Earnings Crush Estimates With $37.7B Net Income Amid Massive AI Memory Squeeze
Micron reported Q4 net income of $37.7B as AI infrastructure demand triggers a worldwide memory supply crunch.
zubiqo.com
September 30, 2026 at 9:12 PM
Micron just crushed Q4 earnings, posting $37.7B in net income as DRAM revenue spiked 343%.
When you're the only domestic player making the high-bandwidth memory AI clusters need, you don't just beat estimates—you dictate market terms while dumping $250B into new fabs.
When you're the only domestic player making the high-bandwidth memory AI clusters need, you don't just beat estimates—you dictate market terms while dumping $250B into new fabs.
🤖 Beyond the Ground · AI & DeepTech
Six Texas Fabs, Five Packaging Lines: TSMC Recalculates Millions of Gallons per Hour and the 345kV Queue
🔗 Read the full investigation:
https://beyondtheground.com/article/465?lang=en
#AI #DeepTech #BeyondTheGround
Six Texas Fabs, Five Packaging Lines: TSMC Recalculates Millions of Gallons per Hour and the 345kV Queue
🔗 Read the full investigation:
https://beyondtheground.com/article/465?lang=en
#AI #DeepTech #BeyondTheGround
Six Texas Fabs, Five Packaging Lines: TSMC Recalculates Millions of Gallons per Hour and…
TSMC's reported Texas blueprint for up to six leading-edge fabs and five advanced packaging lines shifts the U.S. bottleneck from wafer production to simultaneous saturation of packaging, power, and…
beyondtheground.com
September 30, 2026 at 9:11 PM
🤖 Beyond the Ground · AI & DeepTech
Six Texas Fabs, Five Packaging Lines: TSMC Recalculates Millions of Gallons per Hour and the 345kV Queue
🔗 Read the full investigation:
https://beyondtheground.com/article/465?lang=en
#AI #DeepTech #BeyondTheGround
Six Texas Fabs, Five Packaging Lines: TSMC Recalculates Millions of Gallons per Hour and the 345kV Queue
🔗 Read the full investigation:
https://beyondtheground.com/article/465?lang=en
#AI #DeepTech #BeyondTheGround
Japan's display decline is a win for the AI boom. Shinko Electric is turning JDI's old LCD plant into an advanced packaging hub for AI accelerators. It proves back-end supply chains, not just chip fabs, are moving...
#Japan #AI
asiaai.fyi/shinko-elect...
#Japan #AI
asiaai.fyi/shinko-elect...
September 30, 2026 at 8:00 PM
Japan's display decline is a win for the AI boom. Shinko Electric is turning JDI's old LCD plant into an advanced packaging hub for AI accelerators. It proves back-end supply chains, not just chip fabs, are moving...
#Japan #AI
asiaai.fyi/shinko-elect...
#Japan #AI
asiaai.fyi/shinko-elect...
Wondering if production constraints for any silicon is to blame. I don't genuinely track who fabs both.
I have noticed that inflation on consumer and enterprise parts that aren't silicon aren't nearly as bad: cases, PSUs, displays, etc seem reasonable.
I have noticed that inflation on consumer and enterprise parts that aren't silicon aren't nearly as bad: cases, PSUs, displays, etc seem reasonable.
September 30, 2026 at 7:19 PM
Wondering if production constraints for any silicon is to blame. I don't genuinely track who fabs both.
I have noticed that inflation on consumer and enterprise parts that aren't silicon aren't nearly as bad: cases, PSUs, displays, etc seem reasonable.
I have noticed that inflation on consumer and enterprise parts that aren't silicon aren't nearly as bad: cases, PSUs, displays, etc seem reasonable.