TechSoda
@techsoda.bsky.social
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Check out our insights and in-depth reports on semiconductor, optical, digital, and AI industries.
Check out our insights and in-depth reports on semiconductor, optical, digital, and AI industries.
"Where is AI heading? We are entering the era of AI ubiquity. The Nvidia-Groq deal signals that the battleground has moved from the cold halls of the data center to the “living edge”—the cars we drive, the robots that assist us, and the devices in our pockets."
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Nvidia’s $5 Trillion Milestone and $20B Groq Play for the Edge
Unpacking the Shift from Infrastructure Build-outs to Real-Time Intelligence
open.substack.com
January 5, 2026 at 7:41 AM
"Where is AI heading? We are entering the era of AI ubiquity. The Nvidia-Groq deal signals that the battleground has moved from the cold halls of the data center to the “living edge”—the cars we drive, the robots that assist us, and the devices in our pockets."
open.substack.com/pub/techsoda...
open.substack.com/pub/techsoda...
Nicky Lu is a semiconductor celeb in Taiwan.
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半導體「Silicon 4.1」新紀元來臨 創造數兆美元榮景
鈺創科技盧超群：AI 帶來「殺手級應用」將多到令人難以想像，必須投資創新追緊產業成長速度
open.substack.com
August 16, 2025 at 5:42 AM
Nicky Lu is a semiconductor celeb in Taiwan.
open.substack.com/pub/techsoda...
open.substack.com/pub/techsoda...
Now AI can be accelerated on 28 nm chips.
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Skymizer's HyperThought: A Leap Towards Efficient Edge AI that Can Operate on 28nm chips
Skymizer, a Taiwan-based semiconductor IP company, has recently unveiled its latest breakthrough technology, "HyperThought," an LPU (Language Processing Unit) IP that is generating significant buzz in...
open.substack.com
May 11, 2025 at 1:01 AM
Now AI can be accelerated on 28 nm chips.
open.substack.com/pub/techsoda...
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AMD CEO Lisa Su gave a talk in Taiwan and shared insights on DeepSeek impact on AI competition.
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Lisa Su at NTU: AI, DeepSeek, and Taiwan’s Edge in Uncertain Times
Insights on AI, Semiconductors, and Leadership
open.substack.com
April 15, 2025 at 5:03 AM
AMD CEO Lisa Su gave a talk in Taiwan and shared insights on DeepSeek impact on AI competition.
open.substack.com/pub/techsoda...
open.substack.com/pub/techsoda...
The end game of US-China chip war is still not in sight.
substack.com/@techsoda/no...
substack.com/@techsoda/no...
China Tweaks Origin Rules to Dodge 125% Tariffs on US Semiconductors
The Risk for Chip War Escalation is Rising
substack.com
April 12, 2025 at 10:09 AM
The end game of US-China chip war is still not in sight.
substack.com/@techsoda/no...
substack.com/@techsoda/no...
This article is a collaboration between TechSoda and SemiVision. We offer the latest developments in semiconductor companies’ talent recruitment plans and insights for students who aspire to make an impact in the industry.
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open.substack.com/pub/techsoda...
Chip War Intensifies: Countries and Semiconductor Companies Fight for Talent
A Collab Project by TechSoda and SemiVision
open.substack.com
March 31, 2025 at 2:09 AM
This article is a collaboration between TechSoda and SemiVision. We offer the latest developments in semiconductor companies’ talent recruitment plans and insights for students who aspire to make an impact in the industry.
open.substack.com/pub/techsoda...
open.substack.com/pub/techsoda...
Qwen claims superior performance than #Deepseek, but the timing is not right.
open.substack.com/pub/techsoda...
open.substack.com/pub/techsoda...
Alibaba’s Qwen 2.5-Max: A Game-Changer or Just Another AI Mirage?
Following in the footsteps of DeepSeek, Chinese tech giant Alibaba has strategically launched its Qwen 2.5-Max AI model on the first day of the Chinese Lunar New Year, underscoring the urgency it feel...
open.substack.com
January 30, 2025 at 4:36 AM
Qwen claims superior performance than #Deepseek, but the timing is not right.
open.substack.com/pub/techsoda...
open.substack.com/pub/techsoda...
Our co-authored article with AiSupremacy on #DeepSeek. Subscribe and share if you fine our information useful and interesting.
open.substack.com/pub/aisuprem...
open.substack.com/pub/aisuprem...
🌊 China’s DeepSeek AI Shakes Up the Game
Stock market impact, Nvidia falls, Implication on US Dominance, Nvidia and TSMC. Deep dive on founder, researchers, & other details.
open.substack.com
January 30, 2025 at 4:32 AM
Our co-authored article with AiSupremacy on #DeepSeek. Subscribe and share if you fine our information useful and interesting.
open.substack.com/pub/aisuprem...
open.substack.com/pub/aisuprem...
Intel's actionable turnaround advice from external experts in the semiconductor industry.
open.substack.com/pub/techsoda...
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What Intel Needs to Turn Around
Intel is facing mounting challenges as it scrambles to recover from the fallout of CEO Pat Gelsinger’s abrupt departure.
open.substack.com
December 9, 2024 at 2:46 AM
Intel's actionable turnaround advice from external experts in the semiconductor industry.
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The rumour has become the fact now.
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Intel Drops a Bombshell Announcing CEO Pat Gelsinger's Retirement
Intel Corporation announced on December 2 that CEO Pat Gelsinger has retired after a distinguished 40-plus-year career and has stepped down from the board of directors, effective December 1, 2024.
open.substack.com
December 2, 2024 at 4:24 PM
The rumour has become the fact now.
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