Categories

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

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

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

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

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A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences

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Samsung’s numbers showed how easily markets normalize the bizarre. We are left to draw a handful of behavioral lessons, of whatever worth.

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From whirring Macs to lobster farms to reinvented silicon: the world's hunger for bespoke intelligence is a demand story nobody is properly telling

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

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AI token demand has gone parabolic; supply stayed linear. Cascading impacts could be similar to the 1970s oil shock.