Geninnov

Custom Chips

October 21, 2026

The Return of the CPU

The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort.

October 12, 2026

The Frontier Express: When Samsung Gets Money

A resource-rich Samsung is pushing innovation in directions only it can take, and the pressure is landing on TSMC, Nvidia, and SK Hynix

A Personal Odyssey Through Samsung and TSMC

How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors

A Chip of One's Own

Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.

Goliath’s World and the Encroachment Imperative

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

January 11, 2026

Chip Design: Hardware’s Software

In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware

November 12, 2025

2026's Real Chip War

And, it is not about China

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

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

November 9, 2026

Know Thy Pessimists

Markets have turned into a protest against new intelligence. The marchers share only a chant. Parsing pessimism for a better guide to risks and opportunities.

November 1, 2026

Where Every Day Is Results Day

Notes on the devolution of the fundamental investor and how Asia's largest stocks have turned the world's US after-hours proxy

October 24, 2026

Big Theme: Quantity Ahoy

AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.