Always Be Curious

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November 2024

Always Be Curious #237: F1 and chipmaking, podcasts on ASML, and Flight Simulator 2024
This week in ABC: yours truly compares the phases of chipmaking to the phases of a typical race weekend, two high-profile podcasts spotlight ASML, and…
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Sander at ABC
Always Be Curious #236: ASML's 2030 outlook, the future of AI, and 20 years of Half-Life 2
This week in ABC: ASML held its Investor Day and confirmed its 2030 revenue scenarios, Lex Fridman interviews Anthropic CEO about artificial general…
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Sander at ABC
2
Always Be Curious #235: AMD over Intel, AI over quantum, and bouncy balls
This week in ABC: AMD outsells Intel in the datacenter space for the first time, AI might bring more to the table than quantum computing, and a website…
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Sander at ABC
Always Be Curious #234: Booting the internet, OpenAI's first chip, and a secret life in World of Warcraft
This week in ABC: The failure that started the internet back in the day, OpenAI is building its first chip with TSMC and Broadcom, and a special boy and…
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Sander at ABC

October 2024

Always Be Curious #233: Arm vs Qualcomm, Nikon's maskless litho, and electric plastic
This week in ABC: The feud between Arm and Qualcomm escalates, Nikon announces a 'digital' lithography system for AI packaging, and self-assembling…
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Sander at ABC
1
Always Be Curious #232: How GPUs work, the year is 2149, and next-gen eye scanners
This week in ABC: Branch Education releases an animation about GPUs, author Sean Michaels imagines the future, and ophthalmoscopes can detect diabetes…
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Sander at ABC
Always Be Curious #231: AMD's new chip, China's overcapacity, and inside TSMC Arizona
This week in ABC: AMD launches a chip to rival NVIDIA's Blackwell, unfounded fears on China's mature overcapacity, and a look inside TSMC's Arizona hub
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Sander at ABC
Always Be Curious #230: Memory in 2025, Cerebras IPO, and fruit fly brains
This week in ABC: The memory market is setting up for a big 2025, Cerebras is planning to go public in its effort to take on NVIDIA, and an exquisite…
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Sander at ABC

September 2024

Always Be Curious #229: Micron's on fire, NVIDIA's Blackwell boost, and self-healing wearables
This week in ABC: Micron selling memory chips like hotcakes, NVIDIA might sell $10B worth of Blackwell chips in Q4, and Korean research paves a new path…
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Sander at ABC
Always Be Curious #228: Intel's week, Micron's HBM3E, and Gen Z can't type
This week in ABC: Intel has a pretty intense week, Micron launches its next-gen high bandwidth memory for AI, and Gen Z cannot type.
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Sander at ABC
Always Be Curious #227: NVIDIA's earnings, 6th gen DRAM chips, and Anandtech shuts down
This week in ABC: Nvidia revenue jumps 122% in positive sign for tech’s AI boom, SK hynix pumps out its latest DRAM, and tech news site Anandtech shuts…
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Sander at ABC
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