Comparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry

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## Episode Summary In this episode, we cover: - **Comparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry** (semiwiki) - [Read more](https://semiwiki.com/3dic/372087-comparing-advanced-packaging-from-tsmc-intel-foundry-and-samsung-foundry/) - **NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQOTFHLU1CVWQxN254QzFqRGpKM2M1UWZpRHlNaDVpb3ljWXo2UmJrZTNnMkd0WkpmTTJxWVpSNlAzbmRSM2k3azJsa0xKSzRhdmRsY0NWdWJyRnI2aFZZWTljUEpQSW9tWVRMc2IwQVJKMUFUZWtDR0sxeTQ1YU1UWlRIOGpIZDBzQWZSZnp6VnMxNzdmYXdMMFV2R05VMU82MUwxcQ?oc=5) - **This Nvidia challenger says its AI chip is 10x faster than a GPU - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxOakRKSlVNRUdnVF9RaHE0VjI4NE90ZU9vNHpjNFA2aFhjdW1ZeEt6ZFh1ZnBPb3M2bmRENUFSM3MwNEpOaW5pQWpGNEs1S2l6YThUanNvczZMMURyM2huaDVQdTRmZlM2LTdGNUZEOHZlaDdiYXM5cTNqVjZYSWM3cmF4UjhTeWtZcFdSZnU2ejhrOUc2N2g4d3FQZ0w4a2pObGdqdmNTV1FBSWpWbllKMw?oc=5) - **Nvidia Rubin vs Google TPU 8: AI Chip Race Heats Up - tech-insider.org** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE91UVNFZ2F6NkZCbmVoeDZyRjJsTlQ2bHE5V3pHSmJVVUo4d3pKYWVBajk5Z3ROdTZSN2NaRk0zWVBWdHpBZ0VLTV9vaWk3MzYwXzk1RE1jM0MzSGRDRUhxTk1iS09leWpEMVpaanpPRjdVSXUzNEQ0eEZHYmY?oc=5) - **Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD -- It's Something That's Hidden in Plain Sight - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQTFNKZFpKOW1YMENScXJlbjJHbmZSS2xNZzdUZnNfVlFoYlN2TlBKempoejlYRnhURmZwcWVZbjFNWjc3NHZoMlVtV3NFaXZvM1hneU5aTEVJV2dob1pnSXhwWnBJbk5lNERaLUhRZnA1aXVzdnZnc1EzanFIdEFqZV9mVGNVU0YxcG1lZVdHRjlZQnNrUkstaDZ4VUE?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

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This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com

Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding

Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit

NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports

Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com

China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market

AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st

AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com

Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE

Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis