Semiconductors
20 posts from the studio.
America Can Invent Almost Anything. Why Can’t We Build It Here?
China has Shenzhen. I keep wondering whether America needs to deliberately build an industrial city of its own. I would call it Ibom.
I Finally Understand Why One Wafer Can Become Thousands of Chips
One semiconductor wafer can become hundreds or even thousands of chips. Understanding why changed how I think about semiconductor manufacturing, capacity, yield, and scale.
Space Traffic Management (STM) Needs Execution Governance, Not Just Situational Awareness
Where coordination ends and accountability begins.
How I Talk About Startup Ideas Without Using Fancy Words
A practical way to think about startup ideas before they break
Why “We’ll Fix It in Software” Fails Once Hardware Ships
The most expensive bugs are the ones you discover after the screws are tightened.
Umanah’s Principle of Material Cooperation
Performance Is Now a Materials Problem
Most Companies Fail Long Before They Break
Why assumptions made at design time determine outcomes long before anything breaks
Building Mission-Critical Companies
Mission-critical systems sit inside the chain of accountability, not at the edge of convenience.
AI’s Debt Party Just Hit The Bill
Oracle blinked, Broadcom wobbled, and robotics money kept sprinting anyway. Welcome to the new normal.
Memory Chaos, Quantum Jumps, and AI Money: Tech’s Winter Rush Is Here
HBM memory breaks new records, government contracts flood the rare earth supply chain, and AI startups land billion-dollar rounds, while Wall Street rides the rollercoaster nobody asked for.
AI Makes Memory Expensive. Chips Break Records. Wall Street Goes on a Mood Swing.
HBM prices hit the roof. Automakers get their chips back but pay more. Europe finally wakes up. And the global supply chain is a rollercoaster you wish you could get off for just one quarter.
AI Chips Hit a Wall. Quantum Jumps the Fence. Investors Ask “Is It Halloween Or Just A Tech Bubble?”
Semiconductor sales break records, but Wall Street loses its mind. AI spending surges, quantum computing lands new contracts, and startups pull off billion-dollar pivots in their pajamas.