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US vs China

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

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.
26 min read 18 Sep 2026
SysMoore & Energy (Pt.3)
SysMoore
13 min read 11 Feb 2026

SysMoore & Energy (Pt.3)

SysMoore’s hardware renaissance meets the energy wall — how AI compute’s explosive growth is forcing a fundamental rethink of power infrastructure, unlocking nuclear and natural gas tailwinds amid persistent buildout constraints.

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