This week in ABC: WIRED profiles AMD CEO Lisa Su, The Economist publishes a series of articles about the chip industry, and the International Puzzle Party is a global phenomenon| Always Be Curious
The chip industry is entering a new era of memory innovation with breakthroughs spanning both DRAM and NAND chips. Let's unpack the trends.| Always Be Curious
This week in ABC: Memory makers are reporting record earnings thanks to the surging memory market, humanoids compete for gold in China, and SK Hynix makes a declicious high bandwidth memory s'more| Always Be Curious
This week in ABC: Memory innovation is moving at breakneck speed, a President versus a CEO, and San Fran nerds give Claude 3 Sonnet a proper send-off| Always Be Curious
The to-the-point summary of the Q&A at AMD's most recent earnings call. I used AI to simplify questions, abridge answers, and bundle by key theme for accessibility and readibility.| alwaysbecurious.substack.com
This week in ABC: Samsung Foundry gets a lifeline with a $16.5B contract, Asianometry explains DSA, and micro robots for targeted delivery of medicine| Always Be Curious
The to-the-point summary of the Q&A at Samsung's most recent earnings call. I used AI to simplify questions, abridge answers, and bundle by key theme for accessibility and readibility.| Always Be Curious
This week in ABC: A nifty explainer on how transistors work together to make a CPU, the chippers are reporting earnings and uncertain outlooks, and artificial blood will save lives| Always Be Curious
The to-the-point summary of the Q&A at Intel's most recent earnings call. I used AI to simplify questions, abridge answers, and bundle by key theme for accessibility and readibility.| Always Be Curious
The to-the-point summary of the Q&A at TSMC's most recent earnings call. I used AI to simplify questions, abridge answers, and bundle by key theme for accessibility and readibility.| alwaysbecurious.substack.com
This week in ABC: The advanced fab capacity is set to grow 69% until 2028, Ian Cutress interviews Jon Y of Asianometry, and a band tops the charts but doesn't actually exist| alwaysbecurious.substack.com
This week in ABC: Wafer-scale accelerators have a use-case, the HBM roadmap goes all the way to HBM8, and the Switch 2 is selling like hot cakes| alwaysbecurious.substack.com
This week in ABC: AMD's flagship event delivered a strong roadmap, Micron's shipped HBM4 samples ahead of competition, and ChatGPT is a bad chess player| Always Be Curious
This week in ABC: The New York Times profiles ASML in a time of tarrifs and export control, we explore the question of AI consciousness, and WIRED dives into a world where tech's gone bad| alwaysbecurious.substack.com
This week in ABC: NVIDIA books another crazy quarter despite China, Asianometry dives into EUV resists, and some people get trapped using decades-old software| Always Be Curious
This week in ABC: CNBC gets an exclusive peek inside ASML's cleanroom for High NA EUV, Benedict Evans dissects AI on The MAD podcast, and Pac-Man is officially greying at the temples| alwaysbecurious.substack.com
This week in ABC: TSMC is spending, ISS put a photographer into orbit, and a superfast bespoke treatment for a rare genetic disorder| Always Be Curious
This week in ABC: TSMC is the master of downward, upward and outward, ASML's expansion plans in the spotlight, and Rwanda's push to replace fossil fuel motorbikes| alwaysbecurious.substack.com
This week in ABC: Intel updated the world about what it has in store for the next few years, 632 nm podcast interviewed a true litho pioneer, and tardigrades get nifty tattoos| alwaysbecurious.substack.com
This week in ABC: Moore's Law marks 60 years, AMD and TSMC show off the first HPC 2-nanometer chip, and Chinese humanoids are running marathons| Always Be Curious
