Two years ago, every argument about AI was about quality. The machines hallucinated court cases, absorbed biases from their training data, misspelled words in their own images, drew hands with six fingers, and couldn’t count the letters in strawberry. The confident claims that biases and hallucination errors were inherent to machines already sound quaint. Those […]

The post From slop to non-slop: The new big AI theme is quantity appeared first on Asia Times.

In one week this month, the central processing unit became the story again. On October 12, AMD’s Lisa Su told the Open Compute Project summit that she had raised her forecast for the 2030 server CPU market three times in nine months, to more than $200 billion. On October 15, TSMC’s C.C. Wei told investors: […]

The post The return of the CPU appeared first on Asia Times.

For most of the past thirty years, the semiconductor industry ran on a remarkably clean division of labor. Everybody knew their place. The caricature was almost this simple: TSMC printed. Memory makers crammed capacitors. Designers drew. And the money followed the drawing. TSMC took designs from Nvidia, Apple, AMD, Broadcom and others and reproduced them […]

The post The Frontier Express: when Samsung gets money appeared first on Asia Times.

Certain ideas define us. Some earned names of our own along the way. Others have run through nearly 240 pieces without ever being formally christened. Put together, they amount to a worldview. That worldview has been assembled one essay at a time since 2023. Many readers have walked in mid-conversation. Mention the hardware/software flip, super […]

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