Industry2026.07.03The Transformer author left. So did the Nobel laureate. — Google's AI exodus and Alphabet's $225B single-day dropIn the third week of June 2026, the people who built frontier AI at Google walked out to its rivals, one after another. First a co-author of the Transformer pap…8 min read·✓ Fact & code verifiedIndustry2026.07.02Collusion? A Shortage? The Real Story Behind the Memory Price SurgeMemory prices have exploded. The contract price for commodity DRAM—the fixed quarterly rate that suppliers and bulk buyers set—jumped 93–98% quarter-over-quarte…17 min read·✓ Fact & code verifiedIndustry2026.06.29Streaming Won, but There Are Two KingsIn December 2025, streaming hit an all-time high, taking 47.5% of US TV viewing. It's easy to read this as "a total win for OTT." Yet across all of US TV — in N…10 min read·✓ Fact & code verifiedIndustry · 반도체/후공정2026.06.27Packaging Sets the Ceiling on AI Accelerators: Why the Back End Became the Center of GravitySemiconductor manufacturing splits in two. The front end etches transistors into a wafer; the back end cuts, stacks, links, and tests the finished die into a pa…10 min read·✓ Fact & code verified