TSMC: June revenue +68% - compute-crunch has a very strong pulse
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 8 9
« I love LLMs, I hate hype » - geohot reminds the only rule that remains
Separate what models actually do from what is attributed to them. Discipline is lacking more than compute power.
Jul 13, 2026 at 02:20 8 8
Samsung brings forward the opening of the Yongin 1 plant to 2029 - the global computing calendar is compressed
Samsung brings forward by one year the opening of the first module of its Yongin complex (Korea Times, July 12). The signal is clear: pressure on leading-edge capacity is forcing foundries to cut their schedules.
Jul 12, 2026 at 11:17 7 6
Data centers in space: hype machine, not computing machine
Several startups announce AI in low Earth orbit. IEEE Spectrum did the math - it's marketing, not infrastructure.
Jul 11, 2026 at 10:44 11 8