Techmeme
January 11, 2026, 12:05 PM

Top News

SemiAnalysis:
A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue  —  Wafer Demand Model, Node Economics, and the shifting power dynamics as AI reshapes the foundry landscape
Fransiska Nangoy / Reuters:
Reuters:
Documents and sources: India proposes security rules that would force smartphone makers to share source code, prompting quiet pushback from Apple and Samsung  —  India proposes requiring smartphone makers to share source code with the government and make several software changes as part …
Toby Nangle / Financial Times:
Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom  —  US economist Jason Furman caused a bit of a kerfuffle in 2025 when he estimated that investment in information processing equipment & software …
Anil Dash:
A look at the history and rise of Markdown, which has been adopted across the tech industry in the decades since its quiet launch in 2004 by John Gruber  —  Nearly every bit of the high-tech world, from the most cutting-edge AI systems at the biggest companies, to the casual scraps …
Jackson Chen / Engadget:
Malwarebytes: a 2024 Instagram data breach exposed information on 17.5 million users, including emails, phone numbers, and physical addresses  —  As spotted by Malwarebytes, the alleged leak includes usernames, email addresses, phone numbers and more.  —  If you received a bunch …
Bloomberg:
China releases draft guidelines for governing online personal data collection, open for public consultation amid privacy concerns and companies' data misuse  —  China has issued draft regulations for the governance of personal information collection from the internet and its use by applicants …
Hideaki Ryugen / Nikkei Asia:
Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand  —  TAIPEI — Taiwan's exports to the U.S. exceeded its exports to China, including Hong Kong, for the first time in 26 years in 2025 …

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Featured Podcasts

Channels with Peter Kafka:
Matt Belloni on the Oscars, the Ellisons, and Hollywood's Next Chapter
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Cheeky Pint:
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Invest Like the Best:
Shyam Sankar - Celebrating Heretics
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Grit:
How Sierra Is Pulling Ahead in the AI Race | Co-founder Bret Taylor
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
The most successful AI company you've never heard of | Qasar Younis
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Tools and Weapons with Brad Smith:
His Excellency Khaldoon Al Mubarak: Investing in an AI-Driven World
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
 

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Earlier Picks

Vicky Ge Huang / Wall Street Journal:
More: BenzingaX: @wublockchain, @marionawfal, @inca_digital, and @wsjmarketsLinkedIn: Vicky Ge HuangForums: r/Buttcoin