https://docbtimeline.com/tags/semiconductors/ Recent content in Semiconductors on DocB — Timeline https://docbtimeline.com/images/docb-og.jpg https://docbtimeline.com/images/docb-og.jpg Hugo en-us Thu, 02 Apr 2026 00:00:00 +0000 https://docbtimeline.com/posts/export-controls-efficiency/ Thu, 02 Apr 2026 00:00:00 +0000 https://docbtimeline.com/posts/export-controls-efficiency/ Alibaba's Qwen hit 700 million downloads running on MacBooks. Chinese AI went from 1% to 30% of global workloads in a year. The chip restriction didn't gate competition — it optimized it. https://docbtimeline.com/posts/huawei-processor-henan-grid/ Tue, 31 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/huawei-processor-henan-grid/ Export controls froze China at 7nm — and may have accidentally synchronised China's chip and grid timelines https://docbtimeline.com/posts/2600-gigawatts-transformers/ Mon, 30 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/2600-gigawatts-transformers/ AI chip investment created 2,600 GW of queued power demand. The grid takes five years to say yes. The transformer takes two years to arrive. https://docbtimeline.com/posts/slurry-problem/ Fri, 27 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/slurry-problem/ China's antimony and tungsten export controls are reaching Intel's fab floor through a liquid nobody talks about https://docbtimeline.com/posts/gas-that-thinks-helium/ Thu, 19 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/gas-that-thinks-helium/ Hormuz closes, Qatar's helium halts, the Federal Reserve depletes — and AI scaling hits a ceiling made of noble gas