Why are IC prices rising so high? Non-existent money is buying unsold inventory for phantom GPUs and data centers that may never exist, powered by possibly fake infrastructure, to chase impossible profits.

@ChuteJerred @forallcurious IC 1101 (~98B solar masses) is the largest known. At Alpha Centauri distance, its event horizon would look noticeably bigger than TON 618's in this view.

There have historically been two career paths for engineers: ic & manager. I'm offering a third path: creator. The job is... - 1/3 ai engineer - 1/3 ai creator - 1/3 ai educator Hot take: being a creator is one of the highest status jobs in a sea of abundance, where earning & nurturing trusted distribution has never been more important. But many of the best creators don't just want to create content. They want to practice what they preach, while using the learnings from their craft as the foundation for the content they create. Think @theo, @trq212, @signulll, @bcherny, @dylan522p and many others. Which is why we've created & hiring for the Applied AI, Engineer & Creator at @tenex_labs. You'll solve complex problems with AI for some of the biggest companies in the world, while leveraging those learnings to create content online & lead AI workshops for F2000 enterprises. Must-haves for the role: - Cracked 10x engineer - Strong communication skills Nice-to-haves: - A student of X - Experience creating content online - A small, but mighty following online And yes, I'm looking for a unicorn. Apply here: Tag anyone below you think could be a good fit.

My latest industry checks indicate that MediaTek has upgraded the strategic positioning of its AI business from "IC / ASIC design" to "system-level design," initially targeting the PCBA (L6) for Google's TPU and the L10 rack for Elon Musk-affiliated companies' in-house AI chips. Overall, this strategic shift aligns with industry trends and, if executed well, should help strengthen MediaTek's customer relationships and long-term competitive advantage. Industry checks and analysis: ▎This is a long-term play, with immaterial impact on fundamentals over the next two years. The aim is to capture new growth opportunities while mitigating potential risks. 1. Opportunity: Two factors are jointly raising the value-add of system-level design: increasing server rack design complexity, driven by the adoption of technologies such as CPO and 800V HVDC, and refresh cycles comparable to those of consumer electronics. 2. Risk: Growth momentum in ASIC design may begin to slow in 2–3 years as the Semi-COT business model takes hold. 3. To secure a gross margin of at least 40–50% in its system-level integration business, MediaTek is expected to adopt an asset-light model in which it leads design and validation, leverages the strengths of Taiwan's hardware supply chain ecosystem, and outsources manufacturing. ▎Google TPU PCBA: 1. MediaTek aims to begin with TPU v10 (Icefish), while also pursuing the integration of its own CPO solution. 2. Google's hardware assembly ecosystem is already well-established, so MediaTek's chances of winning L10 are slim. ▎The L10 rack for Musk's in-house AI chips: 1. The AI compute currently being built out by Musk's companies relies mainly on Nvidia chips, so the assembly ecosystem for their own AI chip racks is not yet in place, and that's where MediaTek's opportunity lies. 2. This business still lacks clear timeline visibility. Long-term success will hinge on whether MediaTek can leverage Taiwan's hardware supply chain ecosystem and its partnership with Terafab to land L10 rack orders.

🚀 We're hiring! Join Sivers Semiconductors and help develop the next generation of SatCom, 5G, 6G, Photonics & Silicon Photonics technologies. We're looking for experienced Custom IC Layout Engineers with expertise in RF & mmWave IC layout, verification, and full-chip integration. For more details and to apply, visit: #Hiring# #RFIC# #MMWave# #Semiconductors# #Photonics# #5G# #6G# #SatCom# #EngineeringJobs#

#Trade# | 📊 #Guangdong#'s foreign trade hits 6.49 trillion yuan in Jan–July 2026, up 20.5% YoY! 🇨🇳💪 Exports: 3.8T 📤 | Imports: 2.69T 📥 | Surplus: 1.11T Top partners: #ASEAN# (1.02T), #HongKong# (990B), #EU#, #US#, #Taiwan#. Tech leads growth: IC exports +58%, lithium batteries +40%, EVs +30%, 3D printers +120%! 🤖🔋 183K companies active (+34.7%), private firms drive 4.37T trade. AI demand fuels IC imports (+48.6%) and computer parts (+77.9%). #Economy# #Exports# #Imports# #TechExports# #EV# #LithiumBattery# #3DPrinting# #AI# #TradeGrowth# #ChinaEconomy#

Newly declassified emails show the NSA deliberately filtered intelligence about Chinese election targeting from President Trump's Presidential Daily Brief in 2020. One November 19, 2020 NSA email reveals the agency "deliberately massaged" a pending briefing to avoid direct links to the election, and split a major pending report on Chinese election influence into 13 delayed pieces. Broader declassifications from ODNI confirm IC analysts took steps to de-emphasize or delay China-related election intelligence from reaching the president, including concerns over voter-registration database access in multiple states. Whether you think China's activity rose to the level of direct interference or stopped at influence operations, the fact that intelligence agencies were actively restructuring and delaying what the president was allowed to see about foreign election targeting is a story in itself. The question isn't just what China did or didn't do. It's who decided the president didn't need to know about it, and why.

Notion AI usage is compounding. Daily MCP calls are exploding (chart below 📈) and make up almost 1/3 of all our search traffic. Agent usage is almost quadruple our initial goals for the quarter. To keep up, we're hiring a wave of leaders. Context & Memories — Quality (EM) Context & Memories — Platform (EM) AI Security & Red-teaming (EM and IC) Generally talented people who want to have impact at Notion, even if no listing is perfect Retrieval and reasoning over everything you know, at 100M+ scale. Do it safely. Come own it. DMs open