Categories

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

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The red-hot interconnect space is not only small but endlessly self-cannibalizing, with many incompatible narratives

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When the premier model-maker is the top cloud provider, it becomes the backbone of the world's most AI-enthusiastic society.

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Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026

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All investment rules used for tech investments in last few decades are irrevocably broken

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In any Terafab dream, Samsung could be the key to unlocking counterforces against TSMC & SK Hynix's dominances

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History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.

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We dreamt of a presidential dinner for a Samsung-Hynix truce. OpenAI just wrote the peace treaty

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A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

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Off-the-shelf agents may have far less audience than generally discussed as they work against the need for personalization