Semi Doped
@semidoped
The industry powering AI, explained daily.
Pod and takes by @vikramskr and @austinsemis.
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Joined January 2026
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Daily Update - September 3rd, 2026
- Nvidia acquires Hugging Face for $12.93B
- Broadcom AI chip forecast clouds over Google
- TSMC holds at microbumps for HBM
- Samsung pushes HBM into vertical territory
- Phison warns 2027 NAND shortage worst ever
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