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Qualcomm's Investor Day revealed the Dragonfly brand, alongside a multi-generation agreement with Meta for a custom CPU. Qualcomm aims for strong competition in data…
Qualcomm is acquiring Modular, the vendor-neutral stack that runs AI models on any chip. The phone NPU benefit is a side effect. The real…
Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to TSMC's packaging…
Nine months after raising $250 million, Modular is reportedly close to a $4 billion acquisition by Qualcomm, marking a significant valuation increase. Modular specializes…
Apple's WWDC 2026 Siri update is real. The multi-step chaining works. The on-device architecture is the right call for privacy. The gap against Gemini…
Xiaomi recently launched a high-performance electric SUV and a competitive smartphone, the Xiaomi 17. While its phone business thrives in China, it struggles in…
The ASML lithography monopoly is the most complete chokepoint in tech. High-NA in fabs, Hyper-NA ahead, China capped, one company holding it all up.…
Snapdragon Insider bias declared. Qualcomm's AI200 data center card plus the five-form-factor Hexagon NPU strategy is a bet that inference is where the real…
TSMC's A16 node brings backside power delivery (Super Power Rail) in 2026, answering Intel's 18A and opening the angstrom era for AI and HPC…
The complete OnePlus story: from the coffee table conversation in Shenzhen in 2013 to the Realme merger in 2026. Every product, every corporate betrayal,…
Intel showcased advancements in their 18A-P node at the VLSI Symposium, achieving enhanced performance and reduced power consumption. Key features include improved thermal resistance…
Midjourney's full-body ultrasound scanner promises 60-second scans. The prototype takes 20 minutes and has scanned just 12 people.
The Fable 5 shutdown highlighted the importance of owning AI models on personal hardware to avoid government restrictions. Although open-source AI is gaining traction,…
Reflecting my journey with Nothing's products, starting with Phone (1) in 2021. Despite initial challenges in the US market, including limited support, the launch…
Qualcomm's Snapdragon Reality Elite puts the NPU first: 48 TOPS, Android XR, and the XREAL Aura. Here's what the chip actually changes for XR…
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