Exploring the world with Ben

Sub-2nm Paradox: Why Smaller No Longer Means Better Jun 2, 2026

At 2nm and below, the semiconductor industry faces a fundamental contradiction - more transistors no longer guarantees better performance. Yield drops, costs rise, and the focus shifts from shrinking logic to data movement.

Rich Sutton 的《苦涩教训》：AI 史上最有影响力的 1500 字 | The Bitter Lesson May 29, 2026

70 年 AI 研究最大的教训是：利用算力的通用方法，终将碾压人类精心设计的领域知识。从 2019 到 2026，Sutton 的预言成真了吗？

从薯片黑白包装看全球供应链危机：霍尔木兹海峡封锁如何影响你的零食袋 | From Black-and-White Chip Bags to Global Supply Chain Crisis May 26, 2026

卡乐比因霍尔木兹海峡封锁缺油墨换黑白包装。石脑油价格飙升79.4%，日本中东原油进口降60%。从危机路线图看全球化退潮的微观信号，及对光刻胶行业的启示。