Geninnov

Technology

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

Is DRAM at a Permanently Higher Plateau?

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

The Last Polite Monopolist

ASML has all it takes to take on TSMC. The question is will it?

Profits Without Precedent, Valuations Without Logic

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

Goliath’s World and the Encroachment Imperative

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

Optical Rivalries: Where One Tech Must Lose for the Other to Win

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

January 16, 2026

Alibaba: The AI Kingmaker

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

December 12, 2025

The Most Consequential Business Decision of 2025

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

November 28, 2025

Tech is Dead as We Know It

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

November 19, 2025

Elon, Samsung, and the Swansong

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

Articles on innovation

Our Latest Articles

August 10, 2026

Where New to Me May Be New to the World

And Where It May Not Be

Untangling AI’s Loop Diagrams

Behind the circularity insinuations, there is nothing but a capital-intensive industry doing ordinary things. A dull conclusion, but the true one.

The World of Zero Visibility

A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each