Gino Diño
Posts
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Tokyo, Suwon, and China’s Multibillion-Dollar Bet on MLCCs
A global shortage of the capacitors that regulate power in AI servers has stretched delivery times for high-end parts to as long as ten months, with Samsung Electro-Mechanics and Japan’s Murata Manufacturing — the two dominant suppliers — both running near full capacity through 2027, according to reports and company disclosures. A global shortage of…
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AI Citations aren’t Earned — They’re Licensed, Zoned, & Occasionally Blocked
Reddit blocked AI crawlers from its entire domain on August 20, and within days its share of ChatGPT Search citations fell roughly 86%, from about 3.83% to 0.52%. Documentation and help-center pages jumped from 2% to 32% of ChatGPT’s citation mix; review sites like G2 and Capterra collapsed toward zero alongside Reddit.
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Japan Turns to Blockchain Settlement for Stocks & Government Bonds
Japan’s financial regulators are moving to build a national blockchain settlement network for stocks and government bonds, with the Financial Services Agency, Ministry of Finance and Bank of Japan (BOJ) launching a joint study group this summer and eyeing a development plan by early 2027.
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The Word Factories of Ningxia: Why China’s Telecoms Took a Profit Hit to Chase AI Compute
Call it the barrel-of-oil moment for generative AI. China’s domestic AI inference reportedly costs one-tenth to one-sixth of overseas equivalents; the Economic Daily frames the resulting token exports as the nation’s answer to being called “the world’s factory:” not a nation that ships hardware, but one that ships intelligence.
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The Great Hedge: Drugs, Debt, & the Direction AI is Going Everybody’s Waiting on
In Zurich, Washington, and Seoul, the people who set the price of money are making the same admission a Chinese biotech CEO just made about the price of a new drug: nobody knows yet whether artificial intelligence is the thing that saves the timeline or the thing that blows up the budget.
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BPA Sellers Can’t Sell ‘It Works’ Anymore: How Freelancers, Agencies, & Platform Vendors can Get Ahead of the Grading Curve
For sellers of Business Process Automation (BPA), it wouldn’t be surprising if they saw the automation labor market as a bit of an open bazaar. But analysis of trends is showing that it’s becoming more of a a filtration system: raw, undifferentiated talent pours in at the top, and only what can pass through progressively…
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How Indium Phosphide is Splitting the AI Supply Chain into China-Aligned & US-Aligned Lanes
China’s export-licensing grip on indium phosphide (InP), the crystal that makes AI data centers’ optical links possible, has pushed wafer prices up as much as 250% since Beijing added the material to its control list in February 2025. Washington is now drafting a mirror-image restriction of its own, on the Chinese-made transceivers that use it.…
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Apple Stops Renting China’s AI, Starts Building Its Own
Apple has trained its own AI model for the Chinese market, departing from its yearlong reliance on Alibaba’s Qwen alone, people familiar with the matter told Reuters. Apple has trained its own AI model for the Chinese market, departing from its yearlong reliance on Alibaba’s Qwen alone, people familiar with the matter told Reuters.
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Out of China: Google Pixel’s 2027 Handoff to Vietnam and India
Google will end all Pixel phone, watch, and earbud production in China by 2027, moving manufacturing to Vietnam and India as the least encumbered of the major smartphone makers leaving Chinese factories. Google will end all Pixel phone, watch, and earbud production in China by 2027, moving manufacturing to Vietnam and India as the least…
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Application Programming Insurance: the Business Process Automation Market’s Currency of Trust
The risk of breakage in complex BPA is becoming sky high much too early in an organization’s growth trajectory. Worse, low-code and no-code platforms have lowered the barrier to entry in a way that made quiet failures even more punishing for a generation of API-slingers with barely any concept of rate limiting, error handling, and…