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Daily Update - June 8, 2026
Market slumps last week, memory demand is strong, Rubin SOCAMM scare, NPO scale-up, power delivery startup Lotus Microsystems
Jun 8
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Quiz #4
In August 1968, a tiny team began working out of a leased facility at 365 Middlefield Road in Mountain View, California.
Jun 7
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2
TIL: The Man Who Invented the Future, Then Starved to Death in It
The story of Oleg Losev, LEDs, and a lost manuscript describing a new three-electrode semiconductor device
Jun 6
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Daily Update - June 5th, 2026
2030 AI chip demand, Nvidia ❤️ HBM4 from everyone, SK Hynix making more DRAM, AAOI blog on optical transceivers, and a beautiful TEM image of…
Jun 5
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Daily Update - June 4th, 2026
Broadcom's AI forecast disappoints and Hock admits Google is drifting, TSMC says it can't make chips fast enough, and Stanford squeezes a 2D transistor…
Jun 4
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Daily Update - June 3rd, 2026
Nvidia opens the rack to photons, crams a petaflop into a laptop, and Alphabet passes the $80B hat.
Jun 3
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Daily Update - June 2nd, 2026
Marvell and Intel at Computex, and some Ayar labs in-rack optical scale up (demo).
Jun 2
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Daily Update - Jun 1st, 2026
Rubin NVL72, N1X, Keynotes, Computex update.
Jun 1
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May 2026
Quiz #3
In 1796, Alois Senefelder, a struggling actor and playwright in Bavaria was trying to publish his own plays.
May 31
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TIL: Things once found in a now-flooded Swedish ditch are hiding inside your electronics
Some of them now do quiet, very specific jobs inside semiconductors.
May 30
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🎙️Huawei's Tau Scaling Law: Is the "EUV Killer" Real?
1.4nm-class performance, logic folding via hybrid bonding, near-packaged optics, EDA, and more
May 29
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38:51
Daily Update - May 29th, 2026
TSMC price hike, MRVL Custom XPU, SPNS 🚀, Dell jumps
May 29
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