Archive For

April 2025

Google Glass 2 – Buying TED

More about Gemini than Metaverse. Google clearly paid the organisers of TED Talks to demo its developments for the Metaverse, but to be fair to...

TSMC Q1 25– No Wobbles

AI freight train is still rolling.  The threat of tariffs, trade war, China restrictions and stock market volatility have been unable to dent TSMC, which...

Tech Newsround – ASML, AMD & Global Foundries

ASML Q1 25: The tariff effect. ASML reported reasonable Q1 25 results, but its order book was way adrift of expectations, which I take as...

China vs. USA – Art of the Deal?

The screw is given another turn. While it is not very difficult to make an argument for banning the sales of advanced chips into China,...

Tech Newsround – Nvidia and Apple

Nvidia – Window dressing Nvidia is signing up to make products in the USA which is a move I suspect that it was already executing...

Autonomous Driving – Causality Debate

I don’t think Wayve is going to make it. Wayve’s deal with Nissan is a big shot in the arm for the “brute force” approach...

China vs. USA – Yield Debate

Yield is everything. Relative newcomer to the semiconductor game SiCarrier made a splash at Semicon China 2025 by launching a lot of new equipment and...

Tech Newsround – MediaTek & OpenAI

MediaTek – PC next? Mediatek’s new chip for Chromebooks sets a new standard for the high end of the Chromebook market and looks to me...

Tech Newsround – Samsung & Microsoft

Samsung Q1 25 – Welcome relief Samsung reported good results as smartphones and legacy DRAM fared better than expected, but the key catalyst for recovery...

Meta Platforms – Llama-Seek

The fightback begins. Meta is demonstrating what RFM Research and Alavan Independent have suspected which is that DeepSeek’s methods are not that hard to replicate...