NEXCOM International, a global leader in rugged edge computing platforms, and Stereolabs, a pioneer in AI vision and 3D perception,  announced a long-term collaboration to deliver cutting-edge AI vision solutions for B2B organizations across mobility, robotics, and industrial automation sectors. The integration of Stereolabs' ZED X series cameras with NEXCOM's ATC series Edge AI computers makes deploying intelligent visual systems faster, more reliable, and more scalable than ever.Stereolabs' latest ZED SDK 5.1, powered by TERRA AI, offers breakthrough perception capabilities, optimizing spatial awareness and system efficiency. These enhancements make the ZED X series ideal for advanced AI vision applications where precision and responsiveness are mission-critical:5x faster depth sensing and up to 300% processing load reduction on NVIDIA Jetson platformsSharper depth accuracy in challenging conditions such as low light, fog, or reflective surfacesMagellan, Stereolabs' new localization technology, delivering centimeter-level precision both indoors and outdoors NEXCOM's ATC series of Edge AI computers are built for extreme environments where ruggedization and reliability are essential. This, along with NEXCOM's expertise in designing tailored solutions for physical AI deployments, makes for a powerful integration with Stereolabs' solutions for some of the most complex needs of industrial organizations. Key features of NEXCOM's ATC series include:IP67-rated design: Resistant to dust, water, vibration, and extreme temperatures,AI acceleration: Powered by NVIDIA Jetson modules for real-time edge inference,Industry compliance: Certified with E13 and EN50155 standards for transportation and industrial applications,Vehicle integration: Built-in IGN control and smart power management,Multi-camera support: Capable of processing high-speed, low-latency video streams.Accelerating AI vision across key B2B industriesNEXCOM's and Stereolabs' collaboration empowers critical use cases for B2B organizations across industrial and mobility sectors seeking to introduce AI Vision to drive efficiency and safety:Public transit: Mobile surveillance, infotainment systems, and passenger analytics,Robotics: industrial robots, robotic arms, AMR, Quadruped, and humanoid visual sensors,Public safety: static/mobile ANPR, enforcement monitoring, civil/emergency services,Industrial automation: predictive maintenance, defect detection, blind-spot monitoring,Material handling: enhanced monitoring for ports, warehouses, and fleet operations,Earth moving & mining: rugged AI deployments in construction, agriculture, and mining environmentsBy combining NEXCOM's ruggedized hardware with Stereolabs' advanced AI vision technology, businesses can accelerate AI implementation in complex real-world environments. This collaboration reduces technical barriers and enables scalable deployment of AI vision systems tailored for industrial and commercial success."This collaboration comes at the right time," said Jay Liu, Vice President, NEXCOM. "By combining NEXCOM's ATC edge computing platform with Stereolabs' ZED AI vision stack, we're enabling robust perception solutions that transition seamlessly from prototype to large-scale deployment,""With ZED SDK 5.1 and TERRA AI, we're pushing the boundaries of physical perception: enabling cameras that not only see better in complex environments, but also understand the world with unprecedented intelligence, paving the way for new classes of smarter systems," said Cecile Schmollgruber, CEO of Stereolabs.The integration of Stereolabs' ZED X series cameras with NEXCOM's ATC series Edge AI computers makes deploying intelligent visual systems faster, more reliable, and more scalable than ever. Credit: NEXCOM

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount of 2025 capex can fix fast enough. Leading-edge foundry, HBM memory, and advanced packaging are all sold out, not just for next quarter, but for the next three to five years. Here’s exactly where the wall is.High-Bandwidth Memory (HBM): The New KingmakerHBM has become the single most important component in the AI hardware stack and the scarcest. It’s no longer something you buy. It is something you reserve 18–24 months in advance and hope your allocation sticks.Reading the Q3 reports, Industry leaders have been blunt:SK hynix CFO Kim Jae-joon: "We have already sold out our entire 2026 HBM supply… supply expected to remain tight compared to demand into 2027."Micron CEO Sanjay Mehrotra: "Our HBM capacity for calendar 2025 and 2026 is fully booked."Samsung Memory: "Customers' demand for next year will exceed our supply, even considering our investment and capacity expansion plan."The consequences are cascading across the industry.The ripple effects are hitting the whole industry. Next-gen platforms like Blackwell Ultra, Rubin, AMD MI400, and everything coming after are now stuck behind memory limits. GPU and AI server lead times have stretched to 12–18 months, BOM costs are climbing, and procurement teams are buried in broker spreadsheets.Even worse, HBM expansion is eating into conventional DRAM. DDR5, LPDDR5, and even older DRAM lines are getting squeezed, setting up surprise shortages in laptops, smartphones, and cars through 2026.HBM has officially become the choke point for the entire AI sector.CoWoS Advanced Packaging: The Real Limit on GPU SupplyYou can have perfect 3 nm chiplets and pristine HBM stacks but without a CoWoS slot, you're holding an extremely expensive paperweight.TSMC’s CoWoS-L/S/R processes are what bind chiplets and HBM cubes using massive interposers and through-silicon vias. That assembly step, not silicon, is now the single most critical governor on AI GPU output.TSMC CEO C.C. Wei: "Our CoWoS capacity is very tight and remains sold out through 2025 and into 2026."NVIDIA CEO Jenson Huang: "CoWoS assembly capacity is oversubscribed through at least mid-2026," directly delaying volume Blackwell Ultra ramps.TSMC is expanding CoWoS capacity by roughly 60% in 2025 and 50% in 2026, but every new cleanroom module is spoken for long before it opens. AMD, Broadcom, Google, Amazon, Meta, everyone is fighting over the same finite packaging slots.Leading-Edge Foundry (3 nm/2 nm): Locked Up Until Late 2020sIf you didn't secure N3E or N2 production capacity back in 2023, you're effectively locked out.TSMC has been explicit:TSMC CEO C.C. Wei: "Frontend and backend capacity for leading-edge nodes is extremely tight… Customers' demand for the next year will exceed our supply, even considering our investment and capacity expansion plan."Apple consumed the bulk of N3 capacity for 2024–2025. What remained was divided among NVIDIA, AMD, Broadcom, and a handful of hyperscalers. TSMC's upcoming 2 nm fabs in Arizona and Kaohsiung won't reach meaningful output until late 2026 or early 2027, and much of that is already pre-allocated.Samsung's GAA roadmap is still trailing on yield and power efficiency, leaving nearly the entire industry dependent on a single geographic region.For any AI startup or any new chip program that didn't book capacity during the 2023–2024 scramble, the earliest possible tape-out now lands around 2028–2029.The Zero-Slack Era: 2026–2027 Demand Already 30–50% Above Planned SupplyThe most chilling part? Every CEO said the same thing, almost word-for-word:TSMC: "We are working very hard to narrow the gap between demand and supply."SK hynix, Micron, Samsung, Intel, NVIDIA-all echoed that even after $200 billion+ of collective capex, supply will still fall 20–50% short of demand in 2026 and 2027.If you are tired of hearing "fully booked through 2027" and watching your roadmaps slip quarter after quarter, talk to Fusion Worldwide. We specializes in AI ICs procurement, providing real-time visibility into ICs availability across all major manufacturers. Our E-commerce platform delivers instant availability checking, automated quote management, and rapid fulfillment capabilities that help procurement teams secure critical storage components even in constrained markets.Don’t wait for the next earnings call to tell you the gap got worse. Get Out In Front, Move now.(Article Sponsored by Alan Chew, Global Director of Strategic Accounts, Fusion Worldwide, Singapore)

Global Unichip Corp. (GUC), the Advanced ASIC Leader, announced a collaboration with VSORA to deliver turnkey ASIC design services supporting the onschedule tapeout of the Jotunn8 datacenter AI inference processor. Through this partnership, GUC showcased deep capability in complex chiplet architectures and HBM3E integration using 2.5D advanced packaging technology, reinforcing the company's strength in accelerating customer innovation with optimized performance and efficiency.Jotunn8 is VSORA's flagship AI-inference chip, engineered exclusively for inference workloads rather than training. It delivers ultra-low latency and very high throughput by overcoming the memory wall bottleneck, making large-scale, cost-efficient AI deployment viable.GUC delivered comprehensive design services for Jotunn8, managing the entire process from  netlistin through manufacturing. The solution integrates GUC's Advanced Packaging Technology (APT) IP portfolio, including 17.2 Gbps GLink-2.5D die-to-die interconnect and 8.4 Gbps HBM3E PHY & Controller, leveraging 3x-reticle 2.5D advanced packaging and 5nm process technology.GUC's contributions included complex physical design, chiplet partitioning and integration, as well as cooptimization of signal, power, and thermal integrity (SI/PI/TI). The team also achieved considerable IR and power optimization, enabling superior power efficiency and overall system performance. This collaboration positions VSORA to meet the demanding compute and bandwidth requirements of hyperscale datacenter inference workloads and underscores GUC's leadership as a trusted partner for AI and HPC ASIC development."Jotunn8 is Europe's first HBM-equipped datacenter inference processor, delivering unprecedentedoptimization across speed, efficiency, and scalability," said Khaled Maalej, Founder and CEO of VSORA. "GUC's excellence in physical design, die-to-die and HBM IP performance, and advanced packaging expertise played a pivotal role in achieving this milestone tape-out. Their rigorous engineering discipline and collaborative mindset have been instrumental in turning our ambitious vision into silicon reality.""GUC is honored to help bring VSORA's advanced AI processor to market," said Patrick Wang,Vice President and Chief Sales Officer at GUC. "VSORA's 2.5D design presented significant technical complexity. By combining their groundbreaking innovations with GUC's engineering excellence in advanced process and packaging technologies, we successfully enabled the Jotunn8 tape-out milestone. We look forward to supporting VSORA's vision for high- performance inference at scale and partnering on future generations of AI processors."Building on this success, VSORA and GUC are advancing the frontiers of AI compute. By combining deep innovation with execution excellence, the partnership paves the way for a new era of scalable, energy-efficient AI solutions for global data centers.For more information about GUC, please visit.For more information about VSORA, please visit.