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627 articles
Industry Jun 29, 2026

China's Tech Self-Sufficiency Drive Accelerates Despite US Export Restrictions

China's tech sector is defying US export restrictions, building the world's fastest supercomputer without GPUs and raising $3.1B in onshore IPOs. A shadow economy for AI access is thriving, while new open models match US capabilities.

Monolithic 3D AI Chip with 330 GB On-Die DRAM Challenges HBM Dominance
Industry Jun 29, 2026

Monolithic 3D AI Chip with 330 GB On-Die DRAM Challenges HBM Dominance

PhantaField unveils a monolithic 3D AI ASIC with 330 GB on-die DRAM, claiming up to 53x faster inference than HBM-bound GPUs. Meanwhile, Tesla's modular data center kit hits trademark and competition snags.

#AI accelerators #monolithic 3D #memory wall #data center infrastructure #speculative decoding #Tesla Megapod #Japan IPO