Sign in Subscribe

SysMoore

Huawei After Sanctions: CIDM, Kirin 9050, and Logic Folding (Pt.3)

Huawei After Sanctions: CIDM, Kirin 9050, and Logic Folding (Pt.3)

Huawei’s new phone chip is more than a sanctions workaround: it points to another way to improve chips when shrinking transistors gets harder. The bigger test is AI, where the same ideas could cut data-movement costs and make Huawei’s NPUs a serious challenge to NVIDIA.

41 min read 04 Nov 2026

Huawei After Sanctions: CIDM, Kirin 9050, and Logic Folding (Pt.2)

26 min read 18 Sep 2026

Huawei After Sanctions: CIDM, Kirin 9050, and Logic Folding (Pt.2)

Cut off from EUV, Huawei is scaling a different way: folding two chips face to face so signals travel down rather than across. Part 2 explains why that raises clock speed without shrinking transistors, how the design repairs its own defects, and where the real wall lies.

Huawei After Sanctions: CIDM, Kirin 9050, and Logic Folding (Pt.1)

13 min read 10 Sep 2026

Huawei After Sanctions: CIDM, Kirin 9050, and Logic Folding (Pt.1)

US sanctions bought time, not a lead. Huawei’s CIDM now ships Kirin 9050 with 1.5 µm wafer-to-wafer bonds — about 6× finer than TSMC SoIC. A coarse bond stacks two chips. A fine bond folds one circuit: two wafers, one netlist, one chip.

Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2)

21 min read 15 Apr 2026

Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2)

Blackwell’s packaging, cooling, NVL72, and on-chip SFU bottlenecks exposed NVDA’s gauntlet — while Google’s AVGO-designed TPUv7 shattered the ASIC skepticism and the optical chokepoint tightened into 2025’s defining constraint.

SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis

Nuclear Technology

18 min read 18 Mar 2026

SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis

A three-decade “nuclear winter” of chronic underinvestment hollowed out the global uranium supply base — creating a structural scarcity shock as AI’s power hunger collides with a mining industry unable to respond at scale.

SysMoore & Energy (Pt.3.2) Reactor Design & Fuel

14 min read 03 Mar 2026

SysMoore & Energy (Pt.3.2) Reactor Design & Fuel

Industrialized modular SMR manufacturing is the only viable path to meet AI-driven nuclear demand — but advanced coolants, HALEU fuel, and TRISO fabrication bottlenecks will decide which designs (and which public companies) actually scale.

SysMoore & Energy (Pt.3.1) Nuclear Landscape

Nuclear Technology

20 min read 21 Feb 2026

SysMoore & Energy (Pt.3.1) Nuclear Landscape

The post-nuclear-winter global landscape: decades of underinvestment left the industry dormant just as AI’s insatiable power demand arrives, setting up the policy, supply-chain, and technology gaps that define the next decade’s nuclear investment thesis.