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AI Broke the Memory Market. A Chinese Company Nobody Heard Of Just Forced Its Way In.
RAM prices have increased nearly 10% in a decade. Samsung, SK Hynix, and Micron redirected supply toward AI, controlling 94% of the market. Then CXMT…
Sep 13
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The iPhone Duo Keynote Lied About One Thing. It’s the Thing You’ll Use Most.
The keynote quietly cropped every vertical video to 4:3 and never mentioned it. That’s not a demo. That’s a magic trick.
Sep 11
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Apple Just Showed Us Its Foldable iPhone. I’m Not Sure It Showed Us Anything New.
The iPhone Duo arrives six years after the Samsung Fold. The iPhone 18 Pro arrives looking exactly like the 17 Pro. And both cost more than ever.
Sep 9
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He Invented a Core Technology Behind ChatGPT. Now He’s Betting $1 Billion It’s a Dead End.
Here’s why the rest of the industry should be listening.
Sep 7
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OpenAI Just Declared the AGI Era. The Same Model Can Hack a Server Without Being Told How.
The first AI model OpenAI rated “Critical” for cybersecurity — and the interpretability problem nobody is talking about.
Sep 5
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Apple Let Samsung Bleed for 7 Years. Now It’s Taking the Foldable Market.
Samsung, Google, Xiaomi, and Huawei learned the hard lessons. Apple took notes. IDC thinks the iPhone Fold will capture 34% of foldable revenue in its…
Sep 4
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Terafab Is Not a Chip Factory. It’s the Reason the Cybercab Can Exist.
The compute bottleneck nobody saw two years ago, the Unboxed process Ford never cracked, and the flywheel that connects chips, robots, and orbital AI…
Sep 3
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OpenAI Built a Chip That Beats Nvidia. The Chip Is Not the Story.
Jalapeño benchmarks at up to 1.9x more tokens per watt than Nvidia’s Blackwell. SemiAnalysis confirmed it in person. The authentic story is how OpenAI…
Sep 2
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August 2026
A Robot Just Ran 100 Meters in 8.86 Seconds. That Wasn’t Even the Biggest Story in Beijing This Week.
Sprint records shattered. A $53 billion IPO. Autonomous tennis against a Wimbledon semi-finalist. And China now ships 97% of the world’s humanoid…
Aug 30
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China Built Its Own EUV Machine. It Fills an Entire Factory Floor.
ASML took 20 years to fit EUV into a bus. Beijing rebuilt it using a method ASML abandoned, and the size difference reveals exactly where the chip war…
Aug 25
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Cheaper AI Is Making You Pay More. Jevons Saw It Coming in 1865.
A 160-year-old economics paradox explains why token costs are collapsing while your AI bill keeps going up.
Aug 23
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Silicon Ruled Chips for 60 Years. Its Successor Is Three Atoms Thick.
IMEC’s new roadmap says that silicon will exit the transistor by 2041. Chinese labs and an MIT spinoff are already building what comes next.
Aug 22
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Novy Baf
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