Description

Apple changed hands today — John Ternus took over as CEO on the same morning the company admitted it cannot build Mac minis fast enough for people running local AI. Underneath that, the day's real throughline is memory and physics: SK hynix broke ground on a $4B HBM packaging fab in Indiana, a Huawei/ETH paper argued flash can substitute for HBM capacity, and imec pushed CFET one module closer to A7 — while missiles in Hormuz sent Brent over $90 and 30-year gilts to their highest since 1998.

In this episode:

1. John Ternus is Apple's CEO as of today — with Tim Cook still in the building
2. SK hynix breaks ground on a $4B HBM packaging fab in Indiana
3. Apple caught off guard by local-AI demand for Mac mini and Mac Studio
4. Global bond yields hit multi-decade highs from the UK to Japan
5. Two supertankers struck exiting Hormuz; Brent pushes past $90
6. FLINT: using high-bandwidth flash to buy LLM inference capacity instead of HBM
7. CFET roadmap: a backside contact module and a "dipole middle" gate stack
8. GPU World: a $100k contest to imagine one frontier GPU per person
9. Dell reports tonight with a $51B AI backlog and SpaceX as a customer
10. Citadel Securities and JPMorgan both turn tactically cautious
11. Data Colada finds evidence of fraud in Ariely's 2002 procrastination study
12. Google Play forces AnkiDroid to strip its Open Collective donation link
13. Chip paper roundup: Rowhammer backdoors at inference time, optical interconnect thermal cost
14. wrapture: Graham Dumpleton's successor idea to wrapt
15. A walkable ASCII cyberpunk city in one HTML file
16. Turning existing security cameras into a bird identification system with BirdNET-Go
17. Playa Phone: a working VoIP phone booth in the middle of the desert
18. Fastpotify: a native Spotify client in Rust that starts in under a second
19. tmp.0ut Volume 5: 21 articles on ELF internals and low-level Linux