Journalism begins where hype ends

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We can only see a short distance ahead, but we can see plenty there that needs to be done.” "

—Alan Turing

Why HBM (High Bandwidth Memory) is Becoming Real Bottleneck in the AI Industry

High Bandwidth Memory (HBM) has emerged as a critical component of AI infrastructure, providing the high-speed data access needed to keep advanced GPUs and AI accelerators operating efficiently as model sizes and inference workloads grow.

GPUs dominate the conversation, but memory is AI’s real constraint. Demand for HBM has outpaced supply so badly that industry leaders are warning the shortage will only get worse, even as billions are being poured into new plants to catch up.

Why is Indium Phosphide Crucial for AI Chips and Why China Wants Supreme Control?

Indium phosphide has become a flashpoint in the US–China technology contest: China controls most of the world's indium supply, while the wafers themselves are made largely by firms in Japan and the United States. (Image: AI FrontPage / representational)

Indium phosphide, a compound semiconductor made from indium and phosphorus, has become a critical enabler of the optical chips that move data inside AI data centres.

China is “poaching” Talent, AI and Semiconductor Tech from Taiwan: Report

China has been accused of poaching talent from Taiwan in order to obtain AI and semiconductor technology.