This week’s newsletter looks at two stories that, on the surface, seem unrelated—but together say a lot about where the tech industry is heading.
On one side is Micron’s plan to buy Powerchip’s newest fab, a deal that raises uncomfortable questions about Taiwan’s memory industry, technology transfer, and whether selling assets is really a path to reinvention. On the other is D-Wave, and the CEO who made Jensen Huang publicly admit he was wrong about quantum computing.
One story is about capital, supply chains, and legacy players under pressure. The other is about a fringe technology suddenly stepping into the spotlight. Both reflect a deeper shift in how the next era of computing may take shape beyond today’s AI hype.
cwnewsroom.substack.com
On one side is Micron’s plan to buy Powerchip’s newest fab, a deal that raises uncomfortable questions about Taiwan’s memory industry, technology transfer, and whether selling assets is really a path to reinvention. On the other is D-Wave, and the CEO who made Jensen Huang publicly admit he was wrong about quantum computing.
One story is about capital, supply chains, and legacy players under pressure. The other is about a fringe technology suddenly stepping into the spotlight. Both reflect a deeper shift in how the next era of computing may take shape beyond today’s AI hype.
Analysis | Powerchip’s Fab Sale to Micron and the Man Who Proved Jensen Huang Wrong on Quantum Computing
Liang-rong Chen
cwnewsroom.substack.com