Silicon & Hardware · Week of September 29, 2026
HBM scarcity, power limits and ownership reshape AI's physical substrate
- HBM4 Crunch Meets China's $7 Billion Catch-Up BetLast week, this column reported that CXMT had taken the commodity DRAM base. This week the story moves upstream into HBM proper — and the headline number everyone is repeating is that Korea's lead has narrowed to two yea…
- Power, Not Chips, Becomes the AI Datacenter CeilingOracle sent a force-majeure notice to a unit of Blue Owl Capital, the developer of its Project Jupiter campus in New Mexico, citing potential delays in securing enough power. The company insists the 2028 target holds. Ta…
Threads we are following
- Whether CXMT's HBM3E qualification with Alibaba's Pingtouge and Cambrian succeeds and converts to volume shipments.
- Whether Oracle's Project Jupiter force-majeure notice and pending fuel-cell air permit actually threaten its 2028 target.
One issue a week. Free.
sift. reads hundreds of sources so you don't have to, and sends one issue you can actually finish. No daily noise. Unsubscribe anytime.