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

Big Technology Podcast:
Demis Steps Down, Apple's Memory Problem, Microsoft's Clever Trick
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Hard Fork:
The White House's Secret A.I. Rules + The State of Model Alignment With METR's Chris Painter + The Final Hot Mess Express
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Channels with Peter Kafka:
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Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem
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Connecting the Unconnected: Doreen Bogdan-Martin
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.
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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