Geninnov

Custom Chips

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

September 27, 2026

The Real Loops of Innovation

Ambitious innovation plans abound. This note is about the risks that live between them, and the higher bar of evidence careful investing now needs.

September 21, 2026

Time Value of Everything

Errors of commission get punished and fixed. Errors of delay are turning costlier. The calendar has become the scarcest and the scariest input in tech.

September 15, 2026

Plain Speak on Controls

Freeze every model today. Nobody retrains anything. The hardware improves, the tooling improves, and what the world can do keeps rising anyway.