Geninnov

Competitive World

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

September 10, 2026

2027 Theme: Memory by Design

How memory and logic are finally coming together, and why it is the theme of 2027

The World of Zero Visibility

A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each

Time for Samsung and SK Hynix to Speak Up

Memory makers are on course to be global villains; Seoul must master communication before it is too late

The Second Death of SaaS

The moment software started bundling the hardware beneath it, it inherited a BOM and gross margin, and everything that follows from them

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.

Articles on innovation

Our Latest Articles

September 10, 2026

2027 Theme: Memory by Design

How memory and logic are finally coming together, and why it is the theme of 2027

September 6, 2026

All In A Day's Reading

In a clickbait style: we list ten interesting things we read, with the tenth one being the most interesting

August 30, 2026

The earnings number that moves the stock is increasingly the one nobody can quite show you.