Nilesh Jasani

THE WRITER IS CHIEF EXECUTIVE OFFICER OF SINGAPORE-BASED, GLOBAL INNOVATION INVESTMENT COMPANY, GENINNOV

If Samsung, SK Hynix and Micron want the world to understand this is not a cartel story, they must stop speaking as if price falls from the sky.

Memory makers, especially the South Korean ones, must learn to speak up

2026-07-07T05:00:00.000Z
For many decision-makers, the beliefs on AI capabilities will not matter.

The parrot argument about AI is dead. The question now is permission

2026-04-30T05:08:49.000Z
Machines are helping us build the most fanatical scenarios imaginable, engineered not for accuracy but for virality.
THE BROAD VIEW

The argument that never ends

2026-02-27T04:00:00.000Z
The show floor buzzword at tech event CES was “physical AI” and robotics. Consumer devices felt like afterthoughts; the real audience was data-centre buyers.
THE BROAD VIEW

Tech as we know it is dead

2026-01-16T23:15:00.000Z
The silicon shock has the potential to be a dominant macro, political and market theme of 2026.

The ‘silicon shock’: When AI demand broke the supply chain

2026-01-09T06:41:55.000Z