The Silicon Wire https://siliconwire.com Intelligence across the full AI supply chain. From rare earth extraction to frontier model deployment. en Thu, 12 Mar 2026 02:24:03 GMT <![CDATA[Standard Kernel Raises $20M to Bet That AI Can Write Its Own GPU Code]]> https://siliconwire.com/article/standard-kernel-seed-round-ai-kernel-generation https://siliconwire.com/article/standard-kernel-seed-round-ai-kernel-generation Thu, 12 Mar 2026 02:15:00 GMT Software & Models <![CDATA[War in Iran, the $119 Oil Spike, and What It Actually Means for AI Infrastructure]]> https://siliconwire.com/article/iran-war-oil-shock-ai-infrastructure-energy-crisis https://siliconwire.com/article/iran-war-oil-shock-ai-infrastructure-energy-crisis Tue, 10 Mar 2026 08:00:00 GMT Infrastructure <![CDATA[TSMC's $56 Billion Year: Inside the Largest Semiconductor Capex Budget in History]]> https://siliconwire.com/article/tsmc-56-billion-capex-2026 https://siliconwire.com/article/tsmc-56-billion-capex-2026 Mon, 09 Mar 2026 12:00:00 GMT Materials & Fab <![CDATA[NVIDIA GTC 2026: Vera Rubin in Production, Feynman on the Horizon]]> https://siliconwire.com/article/nvidia-gtc-2026-vera-rubin-feynman https://siliconwire.com/article/nvidia-gtc-2026-vera-rubin-feynman Mon, 09 Mar 2026 11:00:00 GMT Chips & Architecture <![CDATA[DeepSeek V3.2: How a Chinese Lab Matched Frontier Performance Under Export Controls]]> https://siliconwire.com/article/deepseek-v3-2-frontier-under-export-controls https://siliconwire.com/article/deepseek-v3-2-frontier-under-export-controls Mon, 09 Mar 2026 10:00:00 GMT Software & Models <![CDATA[The HBM4 Race: SK Hynix, Samsung, and Micron Battle for NVIDIA's Memory Orders]]> https://siliconwire.com/article/hbm4-race-sk-hynix-samsung-micron https://siliconwire.com/article/hbm4-race-sk-hynix-samsung-micron Mon, 09 Mar 2026 09:00:00 GMT Chips & Architecture <![CDATA[The $690 Billion AI Capex Sprint: Where the Hyperscaler Money Is Going]]> https://siliconwire.com/article/690-billion-ai-capex-sprint-2026 https://siliconwire.com/article/690-billion-ai-capex-sprint-2026 Mon, 09 Mar 2026 08:00:00 GMT Infrastructure <![CDATA[TSMC Arizona Turns Profitable: What the First US Advanced Fab Means for Reshoring]]> https://siliconwire.com/article/tsmc-arizona-turns-profitable-reshoring https://siliconwire.com/article/tsmc-arizona-turns-profitable-reshoring Mon, 09 Mar 2026 08:00:00 GMT Materials & Fab <![CDATA[The Liquid Cooling Inflection: Why Air Can't Cool a 1,200-Watt GPU]]> https://siliconwire.com/article/liquid-cooling-inflection-1200-watt-gpu https://siliconwire.com/article/liquid-cooling-inflection-1200-watt-gpu Mon, 09 Mar 2026 08:00:00 GMT Infrastructure <![CDATA[The EU Chips Act at Two Years: €69 Billion Mobilized, Strategic Gaps Remain]]> https://siliconwire.com/article/eu-chips-act-two-years-69-billion https://siliconwire.com/article/eu-chips-act-two-years-69-billion Mon, 09 Mar 2026 08:00:00 GMT Policy & Capital <![CDATA[The MoE Revolution: How Mixture-of-Experts Became the Dominant Frontier Architecture]]> https://siliconwire.com/article/moe-revolution-dominant-frontier-architecture https://siliconwire.com/article/moe-revolution-dominant-frontier-architecture Mon, 09 Mar 2026 08:00:00 GMT Software & Models <![CDATA[ASML Enters Advanced Packaging: The $50 Billion Opportunity Beyond EUV]]> https://siliconwire.com/article/asml-enters-advanced-packaging-50-billion-opportunity https://siliconwire.com/article/asml-enters-advanced-packaging-50-billion-opportunity Mon, 09 Mar 2026 08:00:00 GMT Materials & Fab <![CDATA[Japan's $26 Billion Data Center Paradox: Hyperscaler Demand Meets Power Constraints]]> https://siliconwire.com/article/japan-26-billion-data-center-paradox https://siliconwire.com/article/japan-26-billion-data-center-paradox Mon, 09 Mar 2026 08:00:00 GMT Infrastructure <![CDATA[Meta's Inference Fleet Transformation: 35% Custom Silicon by Year-End]]> https://siliconwire.com/article/meta-inference-fleet-transformation-35-percent-custom-silicon https://siliconwire.com/article/meta-inference-fleet-transformation-35-percent-custom-silicon Mon, 09 Mar 2026 08:00:00 GMT Software & Models <![CDATA[Cerebras Targets Q2 IPO: Inside the $23 Billion Challenger to NVIDIA]]> https://siliconwire.com/article/cerebras-targets-q2-ipo-23-billion-challenger https://siliconwire.com/article/cerebras-targets-q2-ipo-23-billion-challenger Mon, 09 Mar 2026 08:00:00 GMT Policy & Capital <![CDATA[Japan's Semiconductor Revival: TSMC Expands AI Chip Production to Third Advanced Base]]> https://siliconwire.com/article/japan-semiconductor-revival-tsmc-3nm-expansion https://siliconwire.com/article/japan-semiconductor-revival-tsmc-3nm-expansion Mon, 09 Mar 2026 08:00:00 GMT Materials & Fab <![CDATA[Alphabet Loses TPU Production Slots as NVIDIA Locks Up CoWoS Capacity]]> https://siliconwire.com/article/alphabet-loses-tpu-production-slots-cowos https://siliconwire.com/article/alphabet-loses-tpu-production-slots-cowos Mon, 09 Mar 2026 08:00:00 GMT Chips & Architecture <![CDATA[The 16-Hi HBM4 Push: NVIDIA's Demand Is Rewriting Memory Roadmaps]]> https://siliconwire.com/article/16-hi-hbm4-nvidia-rewriting-memory-roadmaps https://siliconwire.com/article/16-hi-hbm4-nvidia-rewriting-memory-roadmaps Mon, 09 Mar 2026 08:00:00 GMT Chips & Architecture <![CDATA[Microsoft's $80 Billion Problem: When AI Demand Outpaces Infrastructure]]> https://siliconwire.com/article/microsoft-80-billion-problem-azure-power-constraints https://siliconwire.com/article/microsoft-80-billion-problem-azure-power-constraints Mon, 09 Mar 2026 08:00:00 GMT Infrastructure <![CDATA[DeepSeek V4: The First Trillion-Parameter Open-Weight Model]]> https://siliconwire.com/article/deepseek-v4-trillion-parameter-open-weight https://siliconwire.com/article/deepseek-v4-trillion-parameter-open-weight Mon, 09 Mar 2026 08:00:00 GMT Software & Models <![CDATA[NVIDIA's Blackwell NVL72: 10x MoE Performance Changes the Inference Math]]> https://siliconwire.com/article/nvidia-blackwell-nvl72-10x-moe-inference https://siliconwire.com/article/nvidia-blackwell-nvl72-10x-moe-inference Mon, 09 Mar 2026 08:00:00 GMT Software & Models <![CDATA[The 25% AI Chip Tariff: How Trump's Section 232 Proclamation Reshapes Semiconductor Trade]]> https://siliconwire.com/article/25-percent-ai-chip-tariff-section-232 https://siliconwire.com/article/25-percent-ai-chip-tariff-section-232 Mon, 09 Mar 2026 08:00:00 GMT Policy & Capital <![CDATA[Nine EU Nations Form Semiconductor Coalition as Chips Act 2.0 Looms]]> https://siliconwire.com/article/nine-eu-nations-semiconductor-coalition https://siliconwire.com/article/nine-eu-nations-semiconductor-coalition Mon, 09 Mar 2026 08:00:00 GMT Policy & Capital <![CDATA[Weekly Briefing #1: The Week NVIDIA Went to GTC and the World Followed]]> https://siliconwire.com/article/weekly-briefing-001-gtc-week https://siliconwire.com/article/weekly-briefing-001-gtc-week Mon, 09 Mar 2026 08:00:00 GMT Infrastructure <![CDATA[Stargate's $500 Billion Bet: Inside the Largest AI Infrastructure Project in History]]> https://siliconwire.com/article/stargate-500-billion-bet https://siliconwire.com/article/stargate-500-billion-bet Mon, 09 Mar 2026 07:00:00 GMT Infrastructure <![CDATA[Trump's AI Chip Policy: Rescinding Biden's Diffusion Rule, Easing China Restrictions]]> https://siliconwire.com/article/trump-ai-chip-policy-diffusion-rule-export-controls https://siliconwire.com/article/trump-ai-chip-policy-diffusion-rule-export-controls Mon, 09 Mar 2026 07:00:00 GMT Policy & Capital <![CDATA[ASML's High-NA EUV Rollout: Intel First, Samsung Second, TSMC Waiting]]> https://siliconwire.com/article/asml-high-na-euv-rollout-intel-samsung-tsmc https://siliconwire.com/article/asml-high-na-euv-rollout-intel-samsung-tsmc Mon, 09 Mar 2026 06:00:00 GMT Materials & Fab <![CDATA[Meta's Custom Silicon Roadmap: From MTIA to Full Inference Stack]]> https://siliconwire.com/article/meta-custom-silicon-roadmap-mtia-inference https://siliconwire.com/article/meta-custom-silicon-roadmap-mtia-inference Mon, 09 Mar 2026 05:00:00 GMT Chips & Architecture