The biggest chunk of what I cover: phones, the silicon inside them, the software that ages them, and the slow creep of AI into every part of the stack. I care more about what a device is actually like to live with than about the spec sheet it launched on.
Qualcomm's acquisition of SAM Seamless Network for $150 million highlights the importance of its network-native platform, securing 500 million devices across various ISPs. Maintaining…
TSMC is raising prices across every node, even mature 7nm. Why this semiconductor cost reset is structural, what's driving it, and who bleeds most.
Qualcomm's Snapdragon brand emerged in 2007, unifying various components for effective marketing. Over two decades, its journey included notable successes and failures, adapting to…
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…
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…
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…
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…
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…
The complete OPPO story: from DVD players in Silicon Valley in 2006 to running the BBK empire that owns OnePlus and Realme in 2026.…
The complete Nothing Company story: from Carl Pei leaving OnePlus in 2020 to 7 million devices sold, 13,000 community investors, and a $1.3 billion…
OnePlus has been in North America since 2014 and has never cracked the market. The T-Mobile partnership gave distribution and took product integrity. The…