Jacob Feldgoise (@jacob_feldgoise) 's Twitter Profile
Jacob Feldgoise

@jacob_feldgoise

Semiconductor supply chains, economic security, and AI workforce — Data Research Analyst @CSETGeorgetown

ID: 960988943603859457

linkhttps://cset.georgetown.edu/staff/jacob-feldgoise/ calendar_today06-02-2018 21:29:53

1,1K Tweet

1,1K Takipçi

873 Takip Edilen

Ray Wang (@rwang07) 's Twitter Profile Photo

🧵 Nomad Semi and I just published a 4,000‑word technical deep dive on HBM. A MUST READ—I can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how  SK  Hynix has taken the lead. 3) China’s evolved HBM capabilities. /1 Link:

🧵 <a href="/MooreMorrisSemi/">Nomad Semi</a> and I just published a 4,000‑word technical deep dive on HBM. A MUST READ—I can confidently say. 

We break down: 1) Bonding technologies behind HBM 2) Why and how  SK  Hynix has taken the lead. 3) China’s evolved HBM capabilities.  /1

Link:
James Sanders (@james_s48) 's Twitter Profile Photo

Epoch AI just published a dataset of worldwide AI supercomputers (GPU clusters)! After collecting much of the data for this project, I’ve decided to give my official list of the coolest AI supercomputers Most data centers are boring and look the same, but here are some exceptions

Epoch AI just published a dataset of worldwide AI supercomputers (GPU clusters)! After collecting much of the data for this project, I’ve decided to give my official list of the coolest AI supercomputers
Most data centers are boring and look the same, but here are some exceptions
Rush Doshi (@rushdoshi) 's Twitter Profile Photo

This is the process for getting a rare earths license from the PRC Ministry of Commerce. European carmarkers alone have filed hundreds of license applications and there are perhaps only 60 people to process them.

This is the process for getting a rare earths license from the PRC Ministry of Commerce. 

European carmarkers alone have filed hundreds of license applications and there are perhaps only 60 people to process them.
Scott Singer (宋杰) (@scott_r_singer) 's Twitter Profile Photo

Over the last year, those of us who follow China's AI governance have been carefully watching whether China would establish an AI Safety Institute (AISI) to match those in the UK, US, and globally. That institution has now emerged, and it tells us a lot about the state of debate

Ray Wang (@rwang07) 's Twitter Profile Photo

Chinese AI start-up MiniMax released new open-sourced model Minimax-M1 with performance metrics on par with DeepSeek's R1 (Jan 2025) and R1-0528 (May 2025) models. According to its technical paper (see tweet #2), the model used large-scale reinforcement learning to train M1

Jacob Feldgoise (@jacob_feldgoise) 's Twitter Profile Photo

🚨 Brand new details on Huawei’s Ascend 910C chip and CloudMatrix384 system! A new paper from Huawei confirms what we suspected about the architecture, throughput, and HBM of the Ascend 910C NPU. More details: 🧵

🚨 Brand new details on Huawei’s Ascend 910C chip and CloudMatrix384 system!

A new paper from Huawei confirms what we suspected about the architecture, throughput, and HBM of the Ascend 910C NPU.

More details: 🧵
Andreas Schilling 🇺🇦 🇮🇱 (@aschilling) 's Twitter Profile Photo

Intel did release some further details on #Intel18A. I made some tables (not only including Intel 3, but also Intel 4 and Intel 7) comparing cell sizes and metal layers (count and pitches). PowerVia offers relaxation while still being able to scale. hardwareluxx.de/index.php/news…

Intel did release some further details on #Intel18A. I made some tables (not only including Intel 3, but also Intel 4 and Intel 7) comparing cell sizes and metal layers (count and pitches). PowerVia offers relaxation while still being able to scale.

hardwareluxx.de/index.php/news…