Always Be Curious

Always Be Curious

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Always Be Curious #269: Memory roadmaps, Intel in the hot seat, and mourning Claude 3 Sonnet
This week in ABC: Memory innovation is moving at breakneck speed, a President versus a CEO, and San Fran nerds give Claude 3 Sonnet a proper send-off
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Sander at ABC
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ABC summary: AMD's Q2 2025 earnings call
The to-the-point summary of the Q&A at AMD's most recent earnings call. I used AI to simplify questions, abridge answers, and bundle by key theme for…
Always Be Curious #268: Samsung Foundry and Tesla, Directed Self Assembly, and micro robots
This week in ABC: Samsung Foundry gets a lifeline with a $16.5B contract, Asianometry explains DSA, and micro robots for targeted delivery of medicine
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Sander at ABC

July 2025

ABC summary: Samsung's Q2 2025 earnings call
The to-the-point summary of the Q&A at Samsung's most recent earnings call. I used AI to simplify questions, abridge answers, and bundle by key theme…
Always Be Curious #267: How transistors become a CPU, inside TSMC, and artificial blood
This week in ABC: A nifty explainer on how transistors work together to make a CPU, the chippers are reporting earnings and uncertain outlooks, and…
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Sander at ABC
ABC summary: Intel's Q2 2025 earnings call
The to-the-point summary of the Q&A at Intel's most recent earnings call. I used AI to simplify questions, abridge answers, and bundle by key theme for…
ABC summary: TSMC's Q2 2025 earnings call
The to-the-point summary of the Q&A at TSMC's most recent earnings call. I used AI to simplify questions, abridge answers, and bundle by key theme for…
Always Be Curious #266: Fab capacity boom, an interview with Asianometry, and an AI band on Spotify
This week in ABC: The advanced fab capacity is set to grow 69% until 2028, Ian Cutress interviews Jon Y of Asianometry, and a band tops the charts but…
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Sander at ABC

June 2025

Always Be Curious #265: Wafer-scale chips, HBM8, and Nintendo’s success
This week in ABC: Wafer-scale accelerators have a use-case, the HBM roadmap goes all the way to HBM8, and the Switch 2 is selling like hot cakes
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Sander at ABC
Always Be Curious #264: AMD advances AI, Micron's HBM4, and ChatGPT loses to Atari 2600
This week in ABC: AMD's flagship event delivered a strong roadmap, Micron's shipped HBM4 samples ahead of competition, and ChatGPT is a bad chess player
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Sander at ABC
Always Be Curious #263: ASML in The New York Times, AI consciousness, and WIRED's tech dystopia
This week in ABC: The New York Times profiles ASML in a time of tarrifs and export control, we explore the question of AI consciousness, and WIRED dives…
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Sander at ABC
Always Be Curious #262: NVIDIA extends its boom, photoresists for EUV, and ancient Windows computers
This week in ABC: NVIDIA books another crazy quarter despite China, Asianometry dives into EUV resists, and some people get trapped using decades-old…
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Sander at ABC
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