







The semiconductor industry will soon abandon its pursuit of Moore's law. Now things could get a lot more interesting.
Moore's law
Moore's law is a historical trend of integrated circuit development: the density of transistors can be doubled every two years. It was posited by Gordon Moore in 1965. Several experts, including Moore himself, have predicted that the trend will end by 2025.

wafer.space - Budget silicon manufacturing.
Create integrated circuits without breaking the bank!
U.S. Intel
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.

Chip stocks slide in wake of ‘casino’ comment by Broadcom boss
Declines for Samsung and SK Hynix drag Kospi sharply lower as investors fret over scale of AI investment

Why Orbital Data Centers Are Harder Than Silicon Valley Thinks
Shedding heat will require ingenious new designs

Caring for the Chips: Repair and Reuse as Permacomputing – Michelle Kaczmarek
Protected by its moat, Apple has time to get AI right
Best of all, the hardware it sells today will run whatever Apple comes up with.

The Memory Crisis Explained
New physical attacks are quickly diluting secure enclave defenses from Nvidia, AMD, and Intel
On-chip TEEs withstand rooted OSes but fall instantly to cheap physical attacks.

Chris Lattner on Twitter / X
Please don’t tell anyone: we aren’t just open sourcing all the models. We are doing the unspeakable: open sourcing all the gpu kernels too. Making them run on multivendor consumer hardware, and opening the door to folks who can beat our work.Plz keep it quiet, ok? 😉— Chris Lattner (@clattner_llvm) March 24, 2026
0xSero on Twitter / X
I told y’all this is the move. Heterogenous hardware is the way forward. Large cheap pools of mixed memory + specialized accelerators (Nvidia GPUs, DGX Spark, Cerebras wafers) The next year will be dominated by solutions that split the stack. - 3000$ for a used Mac Studio… https://t.co/zMlScSnJ0X— 0xSero (@0xSero) April 1, 2026
'That's not going to last': Jeff Bezos believes AI will force you to rent your PC from the cloud, and the RAM crisis is accelerating it
Your next PC upgrade might be a subscription

The Geopolitics of AI Infrastructure - Dylan Patel, SemiAnalysis
Will expensive RAM change how we code?
Due to shortages, RAM is very expensive right now. And it will probably continue according to (somewhat optimistic) forecasts.
DRAM prices mooning will hurt everyone and might cause a consumer tech recession on its own in the next 12 months even without the AI bubble popping. Hyperscalers are going to jack up prices for cloud resources, electronics manufacturers (Apple, Samsung, etc.) will raise prices, this is gonna hurt.