Geninnov

Competitive World

Examining the race for dominance in a world reshaped by accelerating intelligence and innovation.

Is DRAM at a Permanently Higher Plateau?

A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it

Software’s Tollbooths

Software companies have started a new revenue stream by charging for agentic access. The implications are not all obvious

Of Pejorations and Perjurations

It's an understandable piece: It's an honest audit of where I may be wrong

The Last Polite Monopolist

ASML has all it takes to take on TSMC. The question is will it?

Lessons from NVIDIA's US$2bn Sprinklers

Nvidia's strategic investments act as a private industrial policy, quietly onshoring critical tech while leaving regulators and rivals scrambling.

Goliath’s World and the Encroachment Imperative

When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.

Five Certainties in the AI Storm: Beyond Hope and Hype

AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us

December 12, 2025

The Most Consequential Business Decision of 2025

Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026

November 12, 2025

2026's Real Chip War

And, it is not about China

November 8, 2025

Nothing Is Given: Of China’s Open-Source Tsunami

A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.

Articles on innovation

Our Latest Articles

Two Sides of the Coin

A season of games. Some played well, some badly, all of them in plain sight.

Is DRAM at a Permanently Higher Plateau?

A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it

Silicon Shock: The Macro of Tech Inflation

For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout