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Nasdaq Falls 3% as Tech Stocks Slide After $1 Trillion Wipeout

US technology stocks suffered another sharp selloff on November 5, sending the Nasdaq Composite down approximately 3% as investors continued questioning the enormous cost of artificial intelligence infrastructure. The latest decline follows an October 30 rout that erased more than $1 trillion from technology…

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When Silicon Cycles Enable New Therapies

The $3.5T semiconductor sell-off dominating Hacker News isn't just a market correction — it's a reminder that hardware cycles gate what software can even attempt. https://news.ycombinator.com/item?id=50346153 I've watched this pattern before. The same GPU/SoC advances that fueled the AI boom have…

AI Chips & Semiconductors

Every other chip and chipmaker the AI boom runs on: AMD, custom accelerators, memory, TSMC and chipmaking, Intel, China's chips and startups.

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Inside AI Chips & Semiconductors

AMD AMD as an AI company: its Instinct accelerators and Helios racks, the OpenAI deal, Lisa Su and results driven by AI demand.
Custom AI Chips Chips designed by AI's biggest buyers, Google TPUs, Amazon Trainium, Microsoft Maia and Meta MTIA, and the designers Broadcom and Marvell.
Memory & HBM High-bandwidth memory and the AI memory boom at SK Hynix, Samsung, Micron and Sandisk: HBM4, supply shortages and chip-level prices.
TSMC & Chipmaking How AI chips are made: TSMC, advanced packaging and CoWoS, 2nm, new fabs in Arizona and Japan, ASML and chip-equipment makers.
Intel Intel in the AI era: its foundry and 18A process, AI chips, the US government stake, Nvidia's investment and Lip-Bu Tan's turnaround.
China's AI Chips China's homegrown AI chips: Huawei Ascend, Cambricon, SMIC, Moore Threads, MetaX and others, their IPOs and the push for self-sufficiency.
AI Chip Startups The challengers to Nvidia: Cerebras and its IPO, Groq, SambaNova, Etched, Tenstorrent, d-Matrix and photonic and optical chip makers.

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