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Semiconductors

2 posts tagged #semiconductors

green and black abstract painting AI and Machine Learning

Photonic NPU Chips: Can Light-Based AI Replace NVIDIA GPUs?

Photonic AI chips use light instead of electrons. In 2021, Lightmatter claimed its Envise processor beat NVIDIA A100 systems on inference speed and power.

April 24, 2026 6 min read
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semiconductors, supply-chain, helium, manufacturing, geopolitics Technology

Helium Shortage and the Semiconductor Supply Chain

Everyone's worried about silicon wafers and ASML machines. The real bottleneck in chip manufacturing is a noble gas that literally floats away when you're not looking.

March 14, 2026 13 min read
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KG

Building intelligent systems. Still chasing those sour icecreams.

Made with coffee and curiosity in Toronto. 2026.