AI
Intel’s EMIB Finds Its Moment as AI Packaging Runs Short
NVIDIA's acquisition of TSMC's CoWoS capacity creates a competitive bottleneck in AI infrastructure, prompting Intel to leverage its EMIB technology. Google’s ninth-generation…
AI
AI
Nvidia’s $500 Billion SK Hynix Deal Is About Memory Scarcity, Not Chips
Nvidia's $500 billion SK Hynix deal is not just a memory purchase. I lay out why locking up HBM supply is Nvidia…
AI
Samsung’s $200 Billion Broadcom Deal Is the Foundry Stress Test TSMC Should Fear
Broadcom's $200 billion commitment to Samsung's foundry, confirmed by a memorandum of understanding, signifies strong validation of Samsung's technology. This partnership encompasses…
DEEP TECH
Transporter-17 Carried the First Commercial Nuclear Payload Into Orbit
On July 7, 2026, SpaceX launched BOHR, the first commercial nuclear payload, a tritium betavoltaic battery aboard a 1U CubeSat. While it…
DEEP TECH
NIS 2: The EU’s Attempt to Build a Continent-Wide Cybersecurity Floor
The NIS 2 Directive aims to establish a harmonized cybersecurity framework across 18 critical sectors in the EU, enhancing regulations from its…
5G
Open RAN at Fifteen: It Failed Its Promise and Became 6G
Over fifteen years, the Open RAN initiative evolved from a China Mobile white paper to a $10 billion movement, yet the RAN…
AI
AMD Helios Goes Into Production, and AMD Says the CUDA Moat Already Drained
AMD Helios, unveiled at the Advancing AI 2026 event, is entering production, shipping with major clients like Microsoft. Corporate VP Andrew Dieckman…
AI
The Open Weights Letter Has a Sponsor, and It Sells GPUs
Nvidia funds four of the 25 signatories through its $26 billion Nemotron Coalition. Why OpenAI, Anthropic and Google all stayed out, and…
3D PRINTING & MAKING
What Did AMPERA’s 3D-Printed Thorium Reactor Prove?
On July 1, 2026, AMPERA unveiled the world's first full-scale, 3D-printed nuclear reactor module using silicon carbide and a thorium fuel cycle,…
5G
Qualcomm’s First 6G Partner Is Viettel
Viettel has become the first company in Qualcomm's 6G Early Access Program, signaling a significant partnership. While focused on 6G, the real…
CHIPS & AI
HBM4’s Most Ambitious Feature May Already Be on the Shelf
As of July 2026, Samsung and SK hynix reconsider hybrid bonding for HBM4 due to JEDEC's potential increase in stack height limits.…
CONSUMER TECH & HARDWARE
Samsung’s Galaxy Watch Runs Snapdragon Wear Elite Now, and Exynos W Quietly Died
Cristiano Amon announced that Samsung's Galaxy Watch 9 and Watch Ultra 2 now use Qualcomm's Snapdragon Wear Elite, marking a shift from…
CONSUMER TECH & HARDWARE
Memory Chip Prices Reach the Phone: Samsung’s Foldables Go Up $100
Memory chip prices pushed every Samsung foldable up $100 at Unpacked. The odd part is that Samsung sells the memory too, which…
CONSUMER TECH & HARDWARE
Samsung Intelligent Eyewear Runs the Same AR1 Chip Meta Shipped in 2023
Samsung launched its new intelligent eyewear at Galaxy Unpacked in London, equipped with a Qualcomm Snapdragon AR1 Gen 1 processor, identifying competition…
QUANTUM
Why Is France Racing to Protect Its Quantum Startups?
On July 19, 2026, the Cour des Comptes highlighted predation threats to French quantum companies from foreign entities, emphasizing the risk of…