IPhone Chip Shortage Limits Supply Flexibility, Says Cook
Apple $AAPL CEO Tim Cook just said on a Reuters interview: "iPhone still faces supply constraints from advanced node chips; supply chain is currently offering a little less flexibility to get more components"
AI Surge Drives Yageo’s 2025 Tantalum Sales Growth
Yageo sales rise in 2025 as AI demand boosts tantalum capacitors and electronic components. https://www.metalnomist.com/2026/04/yageo-ai-demand-lifts-sales-as-tantalum.html
World's First Fully Functional Speeder Bike Debuts
Real-Life Sci-Fi: World’s First Fully Functional Speeder Bike Unveiled by @Volonaut #EmergingTech #Innovation #Technology https://t.co/wixKk5GZB8
Smart Contact Lenses Enable Real‑World Infrared Vision
Infrared Vision Becomes Reality with Next-Gen Smart Contact Lenses by @sciencegirl #Innovation #TechForGood #EmergingTech #Technology #Tech https://t.co/Y2pMPJlhVy
AI Fuels Unexpected Mac Mini Surge Despite Apple's Inaction
Well we kind of knew that people wanted a lot of Mac Minis for Openclaw... but this is wild. A product that didnt sell amazingly now is the hottest Apple product... all because of AI. However,r Apple is still not...
Saramonic Air SE Delivers Football‑Field Range Wireless Audio
Saramonic Air SE wireless microphone review, including tests and audio demo. This compact wireless lav mic system keeps a strong connection at distances beyond the length of a football field, giving vloggers tons of flexibility. My review: https://t.co/9xHsO8Y3WI #microphone https://t.co/iO2EObjOyu
LA Bans Copper Theft Protectors to Keep Union Overtime
LA banned this device that protects lampposts from having their copper stolen because it would prevent the union overtime hours generated by repairing said copper thefts.
Roborock Qrevo Curv 2 Flow Impressively Cleans Floors
Yes, it's another robot vacuum and mop in the spotlight, but I have to admit, this Roborock unit does a splendid job cleaning. Here's my detailed demo and review of the brand new Roborock Qrevo Curv 2 Flow Robot Vacuum...
Schools Are Choosing MacBook Air over Chromebooks, Says Tim Cook
I want the OEMs who tell me schools don’t buy Macs to hear what @tim_cook said today “We’re seeing school systems like the Kansas City Public Schools that are switching from Chromebooks and Windows PCs to the MacBook Air....
Old Oil Field Powers New 1MW Data Centre
👏👏👏👏👏👏 A hearty congratulations to Pilot Energy + Kala Data in Western Australia who have successfully plugged a cute little 1 megawatt data centre into some spluttering fossil fuel turbines located at a decaying, dying oil field run by...
Data Centers Overpromise 500GW, Reality Caps at 50GW
I joined the Prof G Markets pod to talk about the Data Center Debate. Data centers are promising 500GW to communities but can only realistically build 50GW by 2030 due to GPU, memory, and CPU limits. Empty promises are fueling...
IPhone 17 Drives Record Upgraders, Echoing FY21 Surge
Question comes up on why the iPhone 17 has been so strong. Cook calls it "amazing" across the world. Cooks says they set a new record for upgraders, which underscores some of what we are seeing in these strong numbers...
LOOI Transforms Smartphone Into Interactive Living Desktop
LOOI Turns Your Smartphone into a Living Desktop #AI #Robot by @Betraydan #EmergingTech #Technology #Innovation #Tech https://t.co/gAN6SVIvZZ
Amazon's Annapurna Labs Generates $20 B Annual Revenue
The Annapurna Labs chip business at Amazon has an annualized revenue run rate of $20 billion. Amazing. $AMZN https://t.co/OyNTQiE8DO
Microsoft Fixes Bug Blocking Xbox 360 Games on Series X
looks like Microsoft has fixed the bug preventing people from launching some backwards compatible Xbox 360 games on new Xbox Series S/X consoles
Cook Blames Supply Constraints for Weaker iPhone, Stock Unmoved
Cook says the iPhone would have been stronger if not for supply constraints. I'm surprised the stock did not move higher. $AAPL
SNDK Highlights Predictable, Less Cyclical Business Model
$SNDK prepared remarks. "More predictable and less cyclical business." True for memory names as well. https://t.co/7oBUPr0Itp
IPhone Revenue Hits Target Despite Mixed Forecasts
Did the iPhone miss? Depends on what number you're looking at. They reported $56.99B, up 22% y/y vs 23%. Factset was at $56.66B Whisper was $57.5B My take: They made the iPhone number. $AAPL
Memory and Storage Firms Enjoy Soaring Gross Margins
The continued era of margin expansion for memory and storage players. $SNDK gross margin 78.4% $WDC gross margin 50.2%
SuperCluster
SuperCluster 36 up and running. 4 Galaxy all to all in a torus. 9 Quads all to all connected. Looks like one computer to software. More silicon, faster computer https://t.co/lqwutU9JXO
DIY Raspberry Pi Hack Enables Cheap Wireless DualSense PC
This Raspberry Pi mod is a cheap and effective way to get Sony's DualSense controller working properly on a PC with a wireless connection. https://t.co/fBS2g1P5Mj
Dell XPS Embraces Linux with Omarchy, Ending Kernel Wait
"Year of the Linux Laptop: Omarchy on XPS. The Linux laptop moment has arrived. Inside Dell XPS, Omarchy, and the end of “wait for kernel support.”" Dell is leaning in! https://t.co/BFroXXVylP https://t.co/PPXeMN7jbl
ASML: The World's Most Crucial Semiconductor Machine
legit useful video on ASML in its role in semiconductor manufacturing. Lots of history and diagrams. Worth bookmarking The World's Most Important Machine https://t.co/FSmuVRMNg2
32TB Encrypted Drive Offloads Security, Cuts Software Attacks
Apricorn’s 32TB encrypted drive removes the host computer from security processes, reducing software-based attack exposure while introducing new physical access considerations. https://t.co/Gst9CCmTTk
Moto’s LA Week Reveals Decisions Behind New Phone Specs
It is easy to cover a phone launch and stop at the specs. The more interesting story is the decision-making that produced them. @Moto had a good week in Los Angeles, and the context behind it is worth understanding.
Rapid Storage Integration with PyTorch Keeps GPUs Busy
"By integrating Rapid Storage, powered by Google’s Colossus storage architecture, directly with PyTorch via the industry-standard fsspec interface, we are enabling researchers and developers to keep their GPUs busier than ever before." https://t.co/T0oMWbNKkc https://t.co/xS9wXRcmyi
FCC Filing Hints Suunto Core 2 with Replaceable Battery
A new FCC filing suggests that we're about to see the launch of the Suunto Core 2, with a replaceable battery. https://t.co/LLFO5dZUZy
China Tests Truck‑mounted Nuclear Power for AI Data Centers
Truck-mounted nuclear ‘power bank’ enters testing as China explores portable reactors capable of running AI data centers. https://t.co/rFt1tElfKe
Creality Hi Combo: 3D Printing Under $330
At under $330, the beginner-friendly Creality Hi combo offers an affordable way to get started with 3D printing. https://t.co/kR8vdAg8PG
Google Updates Nest Wifi Despite FCC's Non‑US Router Ban
Google is giving the Nest Wifi router another round of updates even though the FCC has banned non-US routers. https://t.co/Qrfn861zxW
Intel Expands Into Three Quantum Computing Modalities
This is significant news. Intel now has their toes in three types of quantum computing modalities, to varying degrees: - Silicon spin - Neutral atoms - Photonics
One Comprehensive Smart Glasses Review with Stunning Photos
Instead of doing 12 separate smart glasses reviews, I wrote about my experience with the category overall. With some great photos to go along with it. Gift link: https://tinyurl.com/3tdpps8s
Bose QuietComfort Ultra Earbuds $50 Off on Amazon
The five-star Bose QuietComfort Ultra Earbuds are the ultimate earbuds for many, and they're now discounted by $50 onb Amazon https://t.co/Ko7wvqlHjM
Private Data Centers Near $1T Spend, Outpacing Historic Projects
Data center spending is hitting nearly $1 trillion by the end of this year. In 6 years. Compare: Apollo spent $257B over 14 years. Interstate highways spent $620B over 37 years. Manhattan Project spent $36B over 5 years. And those were all...
Microsoft’s Auto SR Boosts Xbox Ally X Performance
Microsoft’s DLSS competitor is now available on the Xbox Ally X handheld. Xbox Insiders can try out Auto SR, which improves frame rates and visual quality in PC games. Full details here 👇https://t.co/4dFLva9nhQ
QCOM’s Datacenter Bet Wins on Market Size Alone
The early call that $QCOM datacenter would work. Market size alone guaranteed it. Doesn’t have to be better than $NVDA. Needs a useful agentic / inference part and it will sell. 🚀
SanDisk Extreme SSDs 1‑8 TB on Unbeatable Sale
SanDisk Extreme portable SSD range is now on sale in capacities from 1TB to 8TB at prices too good to ignore. https://t.co/ck2vAEknHs
AI Agents Face Fragmented Toolchain Complexity
Current approaches involve multiple tools, vendors, designs, data formats, and abstractions. Can agents really use them all? https://t.co/wgm7kMJxmX #semiEDA #AgenticAI #HLS #RTL #semiconductor
Qualcomm Shares Surge 19% on AI‑focused Earnings Beat
.@Qualcomm stock is up 19% on earnings beat, and datacenter & AI expectations. Qualcomm CEO spoke to @jonfortt on CNBC moments ago. ‘Agent driven devices ‘ will need more CPU, says @cristianoamon, Qualcomm CEO. I will argue that we have...
Chip‑scale EPR Achieved by Ultra‑fast Optical Frequency Sweep
What happens when you shrink EPR onto a chip and sweep 1400 THz/s instead of the magnet field itself? https://spectrum.ieee.org/epr-spectroscopy-free-radicals-chip?share_id=9416801
Elite Success Breeds Isolation and Forgotten Fundamentals
✍️ Longform links: what the hyper-rich forget, how modern chip making works, and the lonely life of elite chess grandmasters. https://t.co/3HqOLRAZ4F chart: https://t.co/06hhHlEeKo https://t.co/G7TGJjxS5e
Training on GPUs, ASICs Remain Perpetual Promise
"Is training on GPUS but planning to" use [insert any ASICs here] is the state of play Ad Infinitum
MediaTek's ASIC Revenue Set to Outpace Entire Company
My custom ASIC market report is holding well on things I outlined for MediaTek as an opportunity. Revenue projections for MTK in 2028 just for custom ASIC could be more than total company revenue FY 2025. MediaTek trekking...
China Unveils CPU‑only 2 Exaflop Exascale Supercomputer
China announces CPU-only exascale supercomputer with 47,000 homemade processors, record 2 Exaflops of performance without GPUs — Lingshen super said to use Huawei Kunpeng servers and no foreign-made components 🇨🇳 https://t.co/o9cxVXmZkz https://t.co/jHyCkpDMP8
AI Hardware Roadshow Highlights 2025 Milestones, 2026 Vision
At @Synopsys Converge this year, @Sallywf and I were invited to present our AI Hardware Show on the road (aka, the Roadshow) as an amuse bouche ahead of the CEO keynote. We discussed key milestones from 2025, and what we're...
Silicon‑Carbon Batteries Go Mainstream, Boosting Future Flagships
Motorola just made silicon-carbon batteries mainstream — here’s what that means for the iPhone 18 and Samsung Galaxy S27 https://www.techradar.com/phones/motorola-phones/motorola-just-made-silicon-carbon-batteries-mainstream-heres-what-that-means-for-the-iphone-18-and-samsung-galaxy-s27
DRAM Oligopoly Masks Price Hikes, Not Volume Growth
The myth of rising memory-chip sales. Oligopoly in action: Samsung, SK Hynix, and Micron aren’t shipping more DRAM they’re just raising prices. https://t.co/QwV7EMKEmy https://t.co/zUVgU49n6t
Razr Ultra 2026 Redefines Flip Phones, Outshines Competition
We tried Motorola’s Razr Ultra 2026, and it makes every other flip phone feel boring by comparison https://www.techradar.com/phones/motorola-phones/i-tried-motorolas-razr-ultra-2026-and-it-makes-every-other-flip-phone-feel-boring-by-comparison
Lumai Launches Optical Computer Running Llama, Eyeing Prefill Acceleration
British startup Lumai is productizing its lens-based optical computer. The company has eval systems available now that can run Llama, a first for optical systems, but another potential market could be prefill acceleration: https://t.co/Ks4ZGvorU3
Spring 2025 Computer Architecture Lectures Now Available Online
If you would like study how computers & computing paradigms (e.g., CPU, GPU, NPU/TPU/systolic arrays, SRAM, DRAM) work, lecture videos from Spring 2025 edition of our beginner course, Digital Design & Computer Architecture are all online: https://t.co/tKmpuxvVIx @SAFARI_ETH_CMU