Writing

Jukan's wordless 👀👀 post sat between Samsung's 2027 shortage line and its buyback remarks: what repriced that morning was the KRW 55–75 trillion return plan.

Mid-to-high $4 per gigabit is about $36–40 per GB, or $9,000–10,500 of HBM4 in one 288 GB Rubin GPU. Sold out at target price makes the shortage contractual.

Taiwan cleared Powertech's US$400M Singapore panel-level packaging fab on 28 October: the second queue for AI packages when TSMC CoWoS is full, with Broadcom ASIC volume.

Samsung wants 60–70% of memory on long-term agreements through 2030. The contracts lock volume, not price: a demand schedule with deposits that now justifies the capex.

Samsung guides KRW 84.4 trillion of 2026 capex and still calls 2028 tight: money buys cleanrooms and tools on 12–18 month lead times before it buys output.

DataVendor is HUD's new marketplace where teams license codebases, RL tasksets and raw data to AI labs. Here is how a sale works, what it costs, and what is still unverified.

LLM sycophancy, removed with activation steering: it shows up as a linear direction in a small model's hidden states. Subtracting that direction while the model generates raised accuracy on sycophantic prompts from 12.5% to 53.8% on Qwen3-0.6B, with no fine-tuning.