Tubelight Talks

CoWoS Crunch Easing? Substrate Lead Times and the Real AI GPU Delivery Bottleneck

CoWoS Crunch Easing? Substrate Lead Times and the Real AI GPU Delivery Bottleneck

CoWoS Crunch Easing: For much of 2023–24, CoWoS—TSMC’s advanced “chip-on-wafer-on-substrate” packaging—was the villain behind AI GPU shortages. Cloud providers and model labs could buy all the 5 nm wafers they wanted, but without CoWoS capacity to marry those dies to stacks of HBM, delivery dates slipped quarter after quarter.  By mid-2025, the picture is more…

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SIR Phase II

SIR Phase II: Over 95% Enumeration Forms Distributed to Electors in 12 States and UTs, Says Election Commission

SIR Phase II: The Election Commission of India (ECI) has reported a key milestone in Phase II of the Special Intensive Revision (SIR) of electoral rolls: more than 95.44% elector-specific Enumeration Forms (EFs) have been distributed to voters across 12 States and Union Territories.  According to the latest bulletin, the exercise covers around 50.09 crore…

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Optimus Will Eliminate Poverty

“Optimus Will Eliminate Poverty”: Elon Musk Claims Tesla Robot Will Outperform Top Surgeons and Reshape the Global Economy

Optimus Will Eliminate Poverty: At Tesla’s annual shareholder meeting on 6 November 2025 in Austin, Texas, CEO Elon Musk unveiled his boldest vision yet for the company’s humanoid robot, Optimus. Musk told investors that Optimus will ultimately be more precise than the world’s best human surgeons and that mass deployment of such robots is, in…

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डिजिटल दीवारें तोड़ती भारतीय महिलाएँ: AI, साइबर सुरक्षा और स्टार्टअप्स में बढ़ता दबदबा

डिजिटल दीवारें तोड़ती भारतीय महिलाएँ: AI, साइबर सुरक्षा और स्टार्टअप्स में बढ़ता दबदबा

डिजिटल दीवारें तोड़ती भारतीय महिलाएँ: 2026 का भारत अब टेक्नोलॉजी के नए युग में प्रवेश कर चुका है — और इस डिजिटल परिवर्तन के केंद्र में भारतीय महिलाएँ मजबूती से खड़ी हैं। नवीनतम आंकड़ों के अनुसार, भारत की कुल 5.4–5.8 मिलियन टेक वर्कफोर्स में महिलाओं की हिस्सेदारी बढ़कर 34–36% हो चुकी है, जो दुनिया के…

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IBM’s new Nighthawk processor

Quantum momentum: IBM’s new Nighthawk processor + System Two deployments (RIKEN, Basque Country) – how close to practical advantage?

IBM’s new Nighthawk processor: IBM’s quantum story just added both new silicon and new sites. The company unveiled Nighthawk, a 120-qubit chip with 218 tunable couplers engineered for deeper, cleaner circuits, and said a second experimental chip, Loon, demonstrates hardware features needed for fault-tolerant machines. In parallel, IBM Quantum System Two—the cryo-ready, modular system built…

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AI Compute Wave: Blackwell GB200 Racks Shipping; Liquid-Cooling Stabilizes; What GB300 Means for 2026 Capex

AI Compute Wave: Blackwell GB200 Racks Shipping; Liquid-Cooling Stabilizes; What GB300 Means for 2026 Capex

AI Compute Wave: The Blackwell era isn’t theoretical anymore. GB200 NVL72—NVIDIA’s rack-scale system that stitches 72 Blackwell GPUs + 36 Grace CPUs into a single NVLink domain—has crossed from pilot to shipping with HPE, Dell and QCT confirming deliveries. Early friction around overheating and liquid-cooling leaks has been addressed, with suppliers reporting fixes and a…

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2-nm race: TSMC’s N2 mass- production timing and new fabs; India’s opening in advanced packaging

2-nm race: TSMC’s N2 mass- production timing and new fabs; India’s opening in advanced packaging

2-nm race: The most closely watched node in foundryland—TSMC’s 2-nm (N2)—is crossing from slides to silicon. Public briefings this year reiterated H2-2025 for N2 mass production and H2-2026 for the N2P shrink, with Fab 22 flagged as the 2-nm anchor and a third Arizona site planned for N2/A16 “by the end of the decade.” In…

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