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 …

Sponsor Posts

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Protecting your Cloud Applications Data  —  Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.

Featured Podcasts

Big Technology Podcast:
Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don't Bully Your AI
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Sources:
Qualcomm's CEO on the coming AI phone supercycle
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
The Upstarts Podcast:
Bringing Back Mammoths And Building Noah's Ark 2.0 | Colossal's Ben Lamm
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Great Chat:
The launch industrial complex
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Channels with Peter Kafka:
Larry Ellison's Media Ambitions & Kevin Roose on AI's Biggest Gamble
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.
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
 

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Earlier Picks

Vicky Ge Huang / Wall Street Journal:
More: Benzinga.  X: @wublockchain, @marionawfal, @inca_digital, and @wsjmarkets.  LinkedIn: Vicky Ge Huang.  Forums: r/Buttcoin