Hardware Social Media and Updates
Hardware Social Media and Updates
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Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Apple is preparing retail stores for a major influx of customers in response to this week’s new products. Here’s what I’m expecting and details on the preparation. https://www.bloomberg.com/news/newsletters/2026-03-01/apple-touch-screen-macbook-pro-fall-2026-details-cheap-macbook-launch-core-ai-mm7rcg48
Among the new Apple AI announcements coming at WWDC this year: Replacing the Core ML development framework with a new Core AI https://www.bloomberg.com/news/newsletters/2026-03-01/apple-touch-screen-macbook-pro-fall-2026-details-cheap-macbook-launch-core-ai-mm7rcg48
Market is forward looking. Hyperscaler capex rate of change decelerates from here. This plus extreme overcrowding is why semis will underperform going forward. https://t.co/uOhD8pfFUa
More Apple Studio Display 2 details are rumored, with two models apparently on the way https://www.techradar.com/computing/monitors/more-apple-display-studio-2-details-are-rumored-with-two-models-apparently-on-the-way
If there isn't a new energy shock (a big if), the surpluses of the chip exporting powers (Korea and Taiwan) are going to be absolutely stunning this year. 1/2 https://t.co/N2A7u4k1ai
CES 2026: AI Infra, Edge & Connectivity What to Watch AI + connectivity are the backbone for next‑gen services. #AI #CES2026 #MWC26 #IoT #Robotics https://t.co/Yu0zK5EeYb
AIoT in 2026: From Edge Intelligence to Agentic Systems - Edge AI + agent autonomy are boosting real‑time decisions. #AI #CES2026 #MWC26 #IoT https://t.co/K9DtVCLtGD https://t.co/ueFdsPK0GO
The sheer volume of just one year of hyperscaler capex spending is mind boggling https://t.co/MtseOemoPC
While I'm monitoring the situation (the war in Iran) I'm playing around with @lovart_ai. Seems like years ago that Nano Banana 2 shipped, doesn't it? Because the news is so distracting, Lovart's new speed and quality, and ease of use due...
FWIW, the Xiaomi 17 Ultra has the same 1499 euro price as last year's model.
Xiaomi 17 pricing is out now. Y'all reckon €999 is worth it? In line with Xiaomi 15.
The Xiaomi 17 Ultra by Leica has a 200-megapixel variable zoom lens that offers optical zoom between 75mm and 100mm
This is an example of a key player in the semiconductor industry being put in a difficult position by ill-conceived export controls that put the burden on TSMC to determine performance parameters. A thread. 🧵
I asked Blake Gaiser, Head of Product management for Smartphone at @SamsungMobile, what he thinks is the real reason to upgrade to the S26. Privacy Display is five years in the making. Hardware-level, pixel-level privacy you can actually see, feel,...
@Ambarella_Inc's Muneyb Minhazuddin on how to select ISVs. View the full episode of AI With Sally on the EE Times channel at: https://t.co/NbBpWDeyi1 https://t.co/QSE5d8xBfe
Latest: Rapidus’ new $1.7B infusion; Intel & UMC exec moves; faster EUV; $100B GPU deal; Arm-Tensor robocar; smartphone market decline; HBF; $1B in AI chip funding; mCFET study; 1T1C 3D DRAM; automotive edge; chip industry earnings...https://t.co/rjAKYW2Kxa
With the Meta custom silicon, and recent Google TPU JV (selling TPU hardware), the dynamic for custom ASICs has completely changed with the memory crunch. Need to reconcile how not getting access to leading edge HBM will impact their...
#Technology #Thread #Semiconductor #Manufacturing #Chiplet The Semiconductor Let Us Explore Chiplet State: 1/ - Chiplets Are Redefining How Modern Semiconductor Systems Are Architected. - Instead Of Building One Large Monolithic Die, The Industry Is Moving Toward Modular Integration To Improve Flexibility And Scalability.
Google to bring a new Pixel Watch feature that lets users choose whether notifications light up the screen instantly or only when raising the wrist ✅ Details - https://t.co/W3F6Uwpfw6 https://t.co/s6ruZYOwix
Been traveling, catching up on earnings. $HPQ had a double beat, and for the guide made clear that costs and mix drive the next stage, not demand. • Personal Systems did the heavy lifting: $10.25B (+11% YoY) with units up...
Japan government to hold 10% voting rights in Rapidus but with veto power https://t.co/pU84OOzRCg via @NikkeiAsia
Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world’s largest semiconductor market Small number? https://t.co/qcOey50mOL
Samsung isn’t committed to releasing another iPhone Air rival - acknowledging subpar sales - or TriFold, its mobile COO tells us. He also says the Privacy Display was supposed to launch a year ago, a revamped stylus is coming and...
Caught up with Blake Gaiser, Head of Product management for Smartphone at @SamsungMobile, the day before Unpacked in San Francisco. We got into the decisions behind the Galaxy S26 lineup, from a privacy display that’s five years in the making...
Macro: AI compute demand surges. Google rents TPUs to Meta in a multibillion deal, sharpening TPU vs NVIDIA rivalry; AMD also supplies Meta. Risk: Google manufacturing limits. Trade: Buy GOOG. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
'This is a gimbal inside a smartphone' — Samsung Galaxy S26 Ultra Super Steady Horizontal Lock really can handle a 360-degree turn https://www.techradar.com/phones/samsung-galaxy-phones/this-is-a-gimbal-inside-a-smartphone-samsung-galaxy-s26-ultra-super-steady-horizontal-lock-really-can-handle-a-360-degree-turn #GalaxyUnpacked
Great $QCOM hire. And no, I don’t think this means there is something wrong with $INTC Foundry roadmap or something like that. Kevin brings the experience a company like Qualcomm needs. https://t.co/KQnEDiHZ3o
Samsung’s CEO TM Roh just made the most compelling AI argument at Unpacked without mentioning a chatbot. AI needs data, but that data doesn’t need to go anywhere. That’s the Privacy Display thesis in one line. For years, @Samsung has focused on...
Delighted to be speaking at Back Market’s Slow Tech Uprising in Barcelona with Joy Howard, Rob Pegoraro, and Alexander Kuscher. We’ll be screening Dandora: A Fast Tech Story, tracing our discarded devices to one of the largest e-waste sites in...
Nvidia has pulled its new 595.59 WHQL drivers after releasing them earlier today. Some users have been reporting issues with fans not being detected if they use fan control software https://t.co/IY1l04JzLA
SambaNova says its SN50 systems can best the tokenomics of Nvidia GPUs for agentic AI $NVDA $AMD $GOOG $AWS https://t.co/Ut5ZXqsIqZ
.@SambaNovaAI cancelled plans to be acquired by Intel, instead raising an oversubscribed Series E. SN's CEO and chief architect told me about a new multi-year tech and go-to-market partnership with Intel, and SN's new silicon for multi-agent workflows: https://t.co/JLMl9PIUGk
Verifying Scale-Up And Scale-Out In Data Centers: 4 experts discuss navigating a sea of standards & options in a rack and between racks. https://t.co/vZlRfeWZpu #ScaleUp #ScaleOut #datacenters #CPO #semiEDA #chiplets @siemenssoftware @AsteraLabs @MarvellTech @nvidia #UCIe #UAlink https://t.co/wWpg1ZSpxL
A day that was a long time coming -- TSMC's dominance of chip manufacturing led Taiwan to post a $70b quarterly current account surplus in q4. That is $280b annualized, or a surplus of ~ 33% of GDP Never...
The Galaxy S26 lineup makes one thing clear: Samsung wants you in the Ultra https://www.techradar.com/phones/samsung-galaxy-phones/the-galaxy-s26-lineup-makes-one-thing-clear-samsung-wants-you-in-the-ultra #GalaxyUnpacked
Short Thought: Nvidia Ratchets Up the Risk Michael BurryFeb 26 Welcome to one short thought. Just going through the Nvidia numbers. I would like to highlight for you one specific aspect of their financials that I find troubling. The 2026 Form 10K...
9 things we learned from Samsung’s big Galaxy Unpacked 2026 event — from the S26 Ultra to the Buds4 Pro https://www.techradar.com/phones/samsung-galaxy-phones/9-things-we-learned-from-samsungs-big-galaxy-unpacked-2026-event-from-the-s26-ultra-to-the-buds4-pro
Wrote this about the vivo X300 a few months ago, and some of the comments were the typical sinophobic crap or accusing this of being an ad lol. That base S26 is looking good now, isn't it? 🤣 https://t.co/BFRzSU6co0
Brain cells on a chip playing Doom: https://t.co/xcmqxgDQPY A year ago I showed you @CorticalLabs and its founder. He built a new kind of computer. One that uses human neurons to run the computer. Incredible. And now they are playing Doom. Nuts. Welcome...
Horizontal Lock on Galaxy S26 is easily THE most fascinating video feature I've seen on phones. It not only keeps the video stable but also keeps the frame steady despite extreme angle shifts, to the point you can rotate the phone...
Nvidia's gaming graphics chip production will be tight for a couple of more quarters, CFO says. https://t.co/V7qkJlyb5l
The PHLX Semiconductor index: ASML, TSMC, Texas Instruments, AMD, Nvidia, NXP, Qorvo, Qualcomm, Applied Materials, Broadcom etc. More than a ten-bagger in the past decade https://t.co/P0OKb3JVYf
Asia stocks rally: Japan & S.Korea hit records as Nvidia lifts chipmakers; China/HK mixed, BOJ inflation data a risk. Trade: buy Korean memory names on pullbacks. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
The Goldman Sachs list of AI winners & losers: Supposed winners: - Cloudflare - CrowdStrike - Palo Alto Networks - Oracle - Microsoft - Amazon - Alphabet - Nvidia - TSMC - Micron - Arista Networks - Palantir - Zoom - Vertiv - Eaton - NextEra Energy Supposed losers: - https://t.co/yZK0mvfWhp - Salesforce - DocuSign - Accenture - Duolingo - Workday - SAP - Atlassian - UiPath -...
$NVDA buying up all the memory. This makes more sense now that we realize they have secured most, if not all, they need for 2026 and some of 2027. https://t.co/Ll2W3Fcc35
Been hearing via supply chain friendlies, NVIDIA has secured most of the HBM, making it scarce for competitors. Reminds me of iPod days when Apple secured all the storage as others were trying to compete with them in MP3 players.
I’m surprised that $NVDA isn’t up big time after that masterpiece. Crushed the whisper, too.
On Q1 FY27 guidance, NVIDIA TTM revenues of ~$250 billion. Three years ago (in Q1 FY24), TTM revenues were $25.9 billion. https://t.co/n7nDwriJvG
Benchmarks support that while the chip isn’t completely different than the last Qualcomm CPU, it is faster, especially on multicore. S26Ultra on right, S25 Ultra on left. The difference is even more pronounced on the GPU side. #GalaxyUnpacked
NVIDIA CEO Jensen Huang on VAST Data today at VAST FWD in SLC - https://t.co/5VYAhyx8RC
