Snapdragon X2 Elite Extreme Delivers Impressive PCMag Performance
Qualcomm's Snapdragon X2 Elite Extreme is racking up some big performance numbers at PCMag. Can’t wait to see more performance benchmarks and battery as well. https://t.co/w4JkIH4qdo
YMTC Expands Production Amid Escalating US‑China Trade Tensions
Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say - https://t.co/RoWfDZ6BEq
China's High‑tech Export Surge Reshapes Global Markets
China Shock 2.0: The Flood of High-Tech Goods That Will Change the World amazing deep dive into the data, from @rwmcmorrow, @Sam1Fleming, @pmdfoster & @leahyjoseph @FT 👉 https://t.co/6LLsSBXlUn https://t.co/o80ETCu1Ki
Earbuds Soon Recognize Objects and Translate Using Tiny Visual Data
Your earbuds may soon read signs, identify objects, and translate on demand; the key is how little visual data the AI actually needs. https://spectrum.ieee.org/smart-earbuds-smart-glasses-privacy?share_id=9372713
Qoro Quantum Simplifies Access to Growing Quantum Demand
Given I do a lot of work in the quantum space these days, this wears an interesting one to write… An easier path to working with quantum computers: Qoro Quantum wants to tap into growing demand for quantum computing.
Antigravity A1 Delivers 8K 360° Aerial Imaging
Antigravity A1: Redefining Aerial Imaging with 8K 360° Panoramic Vision by @Insta360Japan #EmergingTech #Innovation #TechForGood #Technology https://t.co/1YqkIbwLXW
EXRAY Underwater Drone Streams Live Video in Real Time
This Underwater #Drone Streams Live Video Through Water—Meet EXRAY™ by @hydromeanews #Innovation #TechForGood #EmergingTech #Technology #Tech https://t.co/VkSygjfzZc
Intel Poised for Agentic AI Surge, Nvidia Also Benefits
I wrote on $INTC on March 29th as a new idea based on Agentic AI requiring more server microprocessors per gigawatt versus chat-based AI. Though the stock is up over 50% already since then, I think there is more upside...
Samsung to Mass‑produce Apple's Foldable iPhone Displays
Samsung will apparently begin mass production of Apple's foldable displays for the new iPhone in June This marks the production start of an alleged 3 year deal between Samsung and Apple
WiFi HaLow Emerges as Ideal Mid‑range IoT Solution
I’m increasingly a believer in the #WiFi #HaLow story for midrange #IoT connectivity, at least for integrated “solutions”, especially for industrial, commercial and smart-city applications. https://t.co/VtEhL1bJz8 https://t.co/euVaW697Ad
Most Future Data Centers Will Shift to Rural Areas
Interesting: "Currently, 38% of Americans live within 5 miles of at least one operational data center... Living near a data center doesn’t have much of an effect on public opinion about the facilities." From now on, it looks like most DCs will be rural....
Silicon Test Data: From Byproduct to Cost Driver
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor EPDT Article On Silicon Test Data Cost: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains How Silicon Test Data Has Evolved From A Byproduct Of Manufacturing Into A...
Low‑Frequency Wireless Sensor Tracks Artery Stiffness Safely
A new low-frequency wireless sensor enables real-time monitoring of artery stiffening with reduced electromagnetic interference, offering a safer and more stable approach for wearable and medical devices. biotechnology
Open‑Source $5K Robotic Chemistry System Enables Autonomous Synthesis
A modular, low-cost robotic chemistry system can now be assembled for around $5,000, enabling autonomous synthesis optimization and customizable workflows in any laboratory setting. All build instructions are openly available. automation
US Chip Export Controls Fuel Chinese Industry Growth
Sebastian offers a calm and objective assessment of the US chip-export controls on China. While whether the rule is working or not remains a debate in Washington, the consensus among Chinese chipmakers is that US restrictions constitute the single strongest...
Master iPad Pencil Gestures: Simple Step-by-Step Guide
An Apple iPad pairs beautifully with an Apple Pencil, but the gestures to paste, scribble, and annotate images are surprisingly unintuitive. No worries, I gotcha covered. Here's how to do it all, step-by-step: https://t.co/A7HWnNAj2V #ipad #applepencil https://t.co/jY1QZQl56q
Nokia Poised for Growth via Hyperscalers, 800G, Nvidia AI‑RAN
"Analyst Oliver Wong and his team are positive on Nokia $NOK due to hyperscaler-driven growth in optical systems, inflection in pluggable revenues on shift to 800G... a potential advantage in AI-RAN with an Nvidia (NVDA) partnership." https://t.co/rQSQErgiEK
QCOM Margins Squeezed; Hold Off New Longs Till June
QCOM: handset volumes fall; memory-price shock squeezes margins. Auto/IoT gain offsets but Apple modem exit and licensing risk persist. Trade: avoid new longs until June analyst day. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
TBEA Launches Grid-Forming Converter for Large‑scale Storage
TBEA unveils grid-forming converter for large-scale storage, renewables #energysky -- via pv magazine global: https://t.co/KbW9lyd3ai
Stair‑Climbing Electric Chair Revolutionizes Mobility
This Electric Chair Climbs Stairs Effortlessly—A Game-Changer for Mobility by @Khulood_Almani #Healthcare #TechForGood #EmergingTech #Technology #Innovation #Tech https://t.co/cmPXzZc7II
Dual Copper and Optical Roadmaps Drive Interconnect Success
Guess what is a good business and technology strategy in the interconnect world? Having both a great copper and a great opical roadmap. $CRDO
RAM Shortage Spikes Surface Pro, Laptop Prices by $500
RAMageddon has come for Microsoft’s Surface Pro and Surface Laptop. The Surface Pro 11 and Surface Laptop 7 are now $500 more expensive than their original starting price https://t.co/7LlV62g67e
Flip Foldables Outpace Wides; Z Flip8 Proves It
Here's a hot take There's a bigger market for Flip foldables than for Wide foldables I think this will become clear with the Z Flip8 which drastically improves the Flip experience
AI Surge Drives Compute Shortage, Prices Spike
My take: AI is going to expand the demand for compute capacity to pretty much everything that is available for the foreseeable future. This has many implications, not the least that compute prices may even go up for a while until...
AirPod Case Theft Reveals Precise Location Tracking Limits
Someone stole my AirPod case, but I can track exactly where they live, 🤔 If I click the sound button, does it still work if it's in another state?
Cheap Creative Pebble Pro: Good Sound, Notable Trade‑offs
The Creative Pebble Pro is very, very affordable and it sounds pretty good for the price. Of course, it comes with plenty of compromises due to its low price. https://t.co/7AL6aPoFEs
Screenless Fitbit Revives Brand’s Core Analytical Strength
What's old is new again — a screenless Fitbit focused on analysis is a return to what made the brand great. https://t.co/Fs7TEctfBI
Compute Constraints Are Compounding; Deeper Layers Reveal New Scarcity
In this moment we are in where constraints in the compute stack are basically “stacking” you have to go one more layer deep to find even more situations of scarcity.
MmWave Offers Gigabit Speeds Within 150‑meter Range
Most mmWave samples were obtained within 150 meters (about 500 feet) of a mmWave transmission site, reflecting the spectrum’s relatively diminutive coverage area. However, download speeds over mmWave connections reached beyond 1 Gbps in some markets. MORE: https://t.co/EWgcr9zuL0 https://t.co/KTRa0V1kfr
Lenovo Legion Go 2 Joins Surge in Overpriced PC Hardware
Prices for PC hardware continue to skyrocket, and now Lenovo's Legion Go 2 handheld is placed higher up on the list of overpriced devices. https://t.co/Wc2tAxsbOK
Disney's HoloTile Stalls, Leaving Therapeutic Potential Untapped
From time to time, I revisit some technologies that seemed to be exciting to see whether there is any news or updates about them. And sometimes it's heartbreaking to see nothing. Just like in the case of Disney's HoloTile floor...
DIY Giant Fan Built From 15 Case Fans Works
A YouTuber created a giant fan comprising of 15 individual 120mm case fans — and it somehow works really well. https://t.co/rG4KbgCb65
DRAM Surge Highlights EWY as Underrated AI ETF
Nice explanation on why $DRAM is Hansel-level hot right now (already $50m in volume today, insane numbers for newbie) from @sumitroy2. This is why we had $EWY as our ETF of the Month for Feb, arguably most underrated AI play....
Cheap Upgrade Beats Pricey Turntables for Better Vinyl
Take it from me: a fancy record player won't improve how your vinyl sounds if you haven't tried this cheap extra first https://t.co/fsyABQnMSz
Memory Shortage Pushes Supply Normalization to 2027
Summary of key points from a memory tracker I'm running weekly: Supply normalization now looks pushed to late 2027. New capacity is delayed, DRAM bit supply growth is only ~16% YoY, and that is still below historical norms. Demand Destruction: Memory inflation...
Compute Bubble Forecast Proved Wildly Inaccurate
Six months ago, there was a lot of focus on the idea that the there would be a massive glut of unused computing power which would could a recession as AI use plateaued. The "compute bubble" belief was absolutely everywhere. The...
TSMC Sole Supplier for Google's 2nm; Intel Rivalry Lies Elsewhere
TSMC remains the only one able to fabricate Google's 2nm chips. The Intel/TSMC competition is about the "backend," not the chip itself.
AI Compute Hits Record High, Explore Supply Chain
AI compute at a record high. CASCI takes you inside the AI supply chain. https://t.co/uZIigc0UJL https://t.co/8rUTqg8Xxd
China, Iran Weaponize Economy, Outmaneuver U.S. Sanctions
China, Iran weaponized the global economy to beat the U.S. at its own game US...expanded export controls to cover an estimated 20,000 Chinese companies, and tightened controls over advanced chipmaking equipment and jet engines to China. Yes, that is economic coercion. https://t.co/Kd7ckEDhaE
Skepticism Persists as Apple Explores New Smart Glasses
After being a Google Glass Explorer and testing out various versions of smart glasses, I'm still not a believer they will be a hot item... Yet companies keep going down this path. We'll see how it goes for Apple ->...
AI Drives Unprecedented Surge in Data Storage Demand
The AI Storage Surge Our latest FREE research note is out - read below 👇 https://t.co/t2yfRBKlEa
V14 Lite Enables International FSD for HW3 Cars
International support was added in 13 and 14. This means version 12, the latest hardware 3 version cant run internationally although it can run in some countries like the US and Mexico Once V14 lite is released this summer, HW3...
Microsoft Tests Xbox Gamepad Cursor for Handheld Mouse
Microsoft has started testing a new Xbox Gamepad Cursor option that gives you a virtual mouse on handhelds. Full details on how it works and how to get it early, here: https://t.co/Bhe6jCzy0t https://t.co/vinTsloyNT
Flip‑Flop Steps Power Wearable Medical Devices via Graphene
📰 🧪 James Tour Group in the News: Wearable generator powers medical devices with every step of a flip-flopAn article features Rice research that has adapted laser-induced graphene […] https://t.co/R9H7Ozu1pL
Self‑Driving Can Thrive on $999, Not Billions
Everyone says self-driving needs billions. Comma ai built a very uncomfortable counterexample for $999. That is what makes this story so interesting to me. While Waymo, Cruise, and others spent billions building robotaxis, custom vehicles, and tightly controlled systems, George Hotz took a...
Quantum IoT Enhances Safety in Connected Environments
Quantum #InternetOfThings Powering a Safer Connected World by @antgrasso #IoT #EmergingTech #Innovation #Technology #Tech https://t.co/OP3Q74GoKu
JNEO Lands £1.7m Order; Still Fairly Valued
#JNEO won £1.7m of Purchase Orders for passenger displays "for a large local authority in the south of England". ShareScope has Fwd p/e 12.9; strip out cash and it's still a pretty reasonable rating. I don't hold.
Tesla’s Flexible Charging Powers Coachella EV Showcase
Love seeing everyone bringing their Teslas and Cybertrucks to Coachella. Tesla charging is what makes it possible. The ability do deploy flex capacity like this for events is awesome.
AI Boom Hits Compute Capacity Limits, Slowing Rollouts
AI demand is starting to run into physical limits. The surge in usage is straining compute capacity, forcing companies to ration access and slow product rollouts, even as expectations keep rising. It is an early signal. The AI boom is not just...
Expensive $20K Setup Delivers MiniMax M2.7
$20,000 setup, but it is nice. MiniMax M2.7 200K running on 4x DGX Sparks and OpenCode frontend by @TheAhmadOsman