Explainers
Short explainers on how the industry works, each fact cited with its source and page. Forecasts are labelled as forecasts and named for who made them.
Fab siting and subsidies
What decides where a new fab is built, what one costs, how clusters form and why governments pay to attract them.
Chip policy: US, EU and Japan
The US CHIPS and Science Act, the European Chips Act and Japan's programmes, each with its primary text.
Anatomy of an AI server
The nine parts inside an AI server, why memory bandwidth limits it, and how rack power and cooling shape the design.
Where AI compute demand comes from
Consumer and business uses of generative AI, the six business archetypes, training against inference, and the 2030 base case.
Advanced packaging: timeline and market
When each packaging technology arrived, how 2.5D and 3D options differ, cited market sizes and how a new package is developed.
Automotive computing: onboard, edge and cloud
Where vehicle workloads run, what 5G adds, how carmakers organise the work, hardware and software decoupling, and cybersecurity.
Work in progressMore explainers are being written. Tell us which topic you would like explained next. Suggest a source or a correction