"For sure, it will move from analog piezo to digital MEMS. The question is what will be the speed of adoption." Dr. Filipe, Tronics CTO.
MARKET TRENDS
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OpenAI Voice Mode Runs on Weaker Older Model
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I think it's non-obvious to many people that the OpenAI voice mode runs on a much older, much weaker model – it feels like the AI that you can talk to should be the smartest AI but it really isn't
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Apple Intelligence as primary AI touchpoint for average users
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The gap is even wider. For many people in my friends and family circle, the main touchpoint with AI is Apple Intelligence on the newer iPhones. Many heard of ChatGPT but are not super interested in that. That's because, like you said, they used the free version at some point and
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Iran War’s Limited Impact on AI Chip Production and Buildout
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Really interesting: New analysis from @EpochAIResearch on the Iran war's impact on AI: tl;dr The Hormuz shutdown hit 20% of global LNG and ~33% of helium supply, but chipmaking margins are so high that fabs can absorb massive cost spikes. US data centers are insulated from the energy shock entirely. The real risk however: Gulf investment flows drying up as oil revenue drops and geopolitical risk rises, plus direct threats to projects like Stargate UAE. Bottom line: a prolonged conflict slows the buildout at the margins but won't derail it, unless the war escalates dramatically. And this is the real danger. Epoch AI (@EpochAIResearch) The Iran War and Hormuz shutdown have disrupted oil, gas, and helium exports and threatened data centers and investments in the Gulf states. @justjoshinyou13 explores how a prolonged Iran war could affect AI, and why it probably won’t completely derail the compute buildout. — https://nitter.net/EpochAIResearch/status/2042599307493384520#m
→ View original post on X — @kimmonismus, 2026-04-10 14:12 UTC
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Samsung Exceeds Expectations with Operating Profit Surge
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reuters.com/world/asia-pacif… [Translated from EN to English]
→ View original post on X — @kimmonismus, 2026-04-10 13:40 UTC
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Samsung Electronics Posts Record 20 Trillion Won Quarterly Profit
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The winner no one saw coming: Samsung Electronics Samsung Electronics is projecting a record-breaking quarterly operating profit of 20 trillion won, nearly tripling year-over-year (3x!), fueled by a booming AI-driven demand for memory chips and tight global supply. Prices for DRAM chips have skyrocketed (as you know) up over 300%, and the company’s semiconductor division is carrying the bulk of earnings, though rising costs could pressure its mobile business margins.
→ View original post on X — @kimmonismus, 2026-04-10 13:40 UTC
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Software Monitoring Giants: Why Datadog Survives AI Disruption
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Many of the same arguments are made in favor of great software companies again and again. Those arguments fall on deaf ears with software investors. Maybe Datadog won’t be destroyed by AI The tools that monitor code from Datadog and Dynatrace and Splunk have staying power in
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PPFAS Cash Position Signals Bullish Market Strategy
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PPFAS is sitting on 19% cash. This means that they are already 81% invested. I don't get the hype: how is PPFAS being conservative in this market. And, is NOT deploying heavily. Well they are: being 81% invested means they are bullish on the market. Else they would sit on
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New Video Model Surpasses Seedance 2 in AI Arena
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Prompt: The woman is standing in a field in the UK cotswolds countryside in the summer, she is a reporter in a reporter's outfit, she says: So finally, we all have access to Seedance 2. But just like that there's a new video model that's topping it in the arenas. Then the camera