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Nilesh Jasani
·
March 14, 2026
Goliath’s World and the Encroachment Imperative
When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.
Nilesh Jasani
·
January 11, 2026
Chip Design: Hardware’s Software
In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware
Nilesh Jasani
·
November 12, 2025
2026's Real Chip War
And, it is not about China
Nilesh Jasani
·
October 15, 2025
Four Sayings and a Diurnal
An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle
Nilesh Jasani
·
October 4, 2025
Memory Deal: You Gotta be Kiddin Me
We dreamt of a presidential dinner for a Samsung-Hynix truce. OpenAI just wrote the peace treaty
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
July 1, 2026
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
Gary Pinge
·
June 26, 2026
Forget Tea Leaves…What Private Jets and Fried Chicken Tell Us About the Next Big Innovation Trade
Why every tech CEO is flying east—and the trillion-dollar investing theme hiding behind their jets.
Nilesh Jasani
·
June 22, 2026
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
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