Blockchain and Central Banks
As I noted in my post from a fortnight ago, Blockchain in the Financial Services Industry, central banks are taking greater interest in blockchain...
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Blockchain in the Financial Services Industry
Blockchain is quite the buzzword nowadays. Aided by the mystique of the technology underlying Bitcoin and a unique proposition of eliminating the...
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Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
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Demand Destruction – when Massive Memory Price Hikes Kill Demand
​Forecasts for smartphones, computers, and game consoles have drastically shifted in the past 6 months, with memory costs surging and unit growth...
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Memory Revenue Growth: Where Is the Peak?
​Memory prices have skyrocketed, with DRAM/NAND prices increasing by 80% in 1Q26 and 60% in 2Q. AI-HBM growth on track, but sharp price hikes are...
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