What if Moore’s Law is different in China?

Ever since the US started to place an embargo on supplying high tech chips and semiconductor production equipment to China, I’ve wondered what the ultimate effect of that policy would be;  in particular, whether it might be self-defeating.  We had the first intimation of this last September when Huawei’s launched their Mate 60 Pro phone.  It included a new 7nm processor, that appeared to compare favourably with the smaller geometry processors Chinese companies no longer had access to.  Last week we saw a second example, with the unveiling of DeepSeek’s R1 AI application, which seems to achieve similar results to ChatGPT, but using a fraction of the power.  That came as a bitter blow to the nascent VC funded nuclear industry, which had been angling for a future of fusion and fission powered data centres.  It also got Wall Street panicking about whether it might have misjudged the value of AI.

To anyone who has read Michael Rosen’s children’s book, “We’re Going on a Bear Hunt”, this news shouldn’t have come as a surprise.

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Why can’t the Audio Industry be more inventive?

The audio industry is constantly telling us how great its products are.  Their latest wheeze is to push the message that we all need even higher quality.  That’s despite the fact that nobody can hear the difference.  Unfortunately, the major players so believe their own PR that over the last century they’ve largely missed the fact that there’s more to the listening experience than just extending frequency response.  On the few occasions we’ve seen real innovation in audio, it’s almost always come from outside the established audio industry.  So how do we put innovation back into audio?

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Building Homes for London

London has a housing problem.  Over the last eighty years it has failed to build the one million new homes that its growing population needs.  As a result, prices have sky-rocketed to the point that a first home costs up to fifteen times a joint salary.  On average, it now takes a couple around thirty years to save a deposit to get on the housing ladder.  By the time they’ve saved that, they’ll be in their early fifties, which means they’re unlikely to get a mortgage.  The dream of owning your own home is exactly that – a dream. 

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CES, Covid and Product Design

Last year’s Consumer Electronics Show in Las Vegas was the last big technology event to take place before Covid hit.  The following month, the Mobile World Congress in Barcelona was cancelled, heralding in a year in which the traditional platforms for product announcements disappeared.  That hasn’t stopped new products appearing, not will it; the design lead times for phones and TVs are at least two to three years, so even next Christmas’ products will have started off before Covid.  The design departments for major high-tech companies are a bit like supertankers – they’re difficult to stop or change direction.  Where the absence of exhibitions may be more keenly felt is within smaller companies and startups, who typically use these events to gauge interest in their products and visions.

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Coronavirus – The UK’s Ventilator Exit Strategy

As the UK moves towards a more major lockdown, it’s becoming apparent that this will not be a short-term disruption.  Imperial College have published their modelling plans, on which the UK strategy has been based and it’s clear there is no quick fix.  The Coronacrisis looks set to be with us for the next twelve to eighteen months. 

It’s a hundred years since the Spanish flu pandemic, for which society had no medical solution.  The result was that millions died around the world, as the best that medical science could do was to alleviate the symptoms of the dying.  Since then, medical science has progressed to the point that people expect it to save them this time around.  The unfortunate truth is that we have no drugs or vaccine available and it will probably be eighteen months before we do.  Until then, all we can do to limit the spread is suppression, i.e. keeping people apart to reduce the number of infections. 

Where we have made advances is in the technology to treat those who progress to secondary infections which are resulting in the death toll.  Again, we have no pharmaceutical cure, but we can use ventilators on Intensive Care Units which can save many patients.  Not all, as anyone with underlying health issues is likely to succumb.  The following chart, based on US stats from Statista shows the percentage of patients who need intensive care after hospital admission, broken down for different age ranges.  It also shows the mortality rate.  If you are young or healthy, ventilators have a big effect on survival rate.

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Apple sticks Five Fingers in the Air

Apple’s big Special Event last week was marked by a noticeable lack of excitement in the days running up to it.  A few years back, everyone would have been on tenterhooks, but it seems that it’s increasingly becoming a so-what event.  If you use Google Trends to search for the word iPhone, you’ll find that it used to peak around these events, but they’re no longer generating the level of interest that they used to.  If you filter those searches down to news mentions, it’s apparent that these Apple events are not really news anymore.

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