Sanctity.AI
Delen
Building a world in which use of AI is safe, reliable, accessible, responsible, and inviolable
03/06/2026
For decades, we’ve interacted with technology through screens.
Apps.
Menus.
Buttons.
Search bars.
But what happens when interfaces disappear?
Instead of navigating apps,
you simply tell an AI what you want.
The result?
Less friction.
More convenience.
But also fewer decisions made by humans.
The future challenge may not be learning how to use AI.
It may be deciding how much control we’re willing to hand over to it.
Follow .ai for more content that makes you think.
20/04/2026
TSMC just printed its strongest Q1 on record. Revenue up 35% to $35.7B. 2nm capacity booked through 2028. CoWoS packaging on track to quadruple by year end. $56B of capex pencilled in for 2026.
The obvious read: more fabs, more Nvidia, more Apple, same story with bigger numbers.
Look underneath and the story changes. If every serious AI buyer in the world already has a reservation through 2028, the bottleneck on the next wave of AI capacity is no longer the fab. It is the equipment that builds the fab. ASML, Applied Materials, KLA, and Lam Research become the vendors who decide how fast the whole industry can grow. Intel and Samsung get a quiet re-rating too, because if equipment is the constraint, second-tier fabs can spend their way toward parity.
Go one layer deeper. Taiwan imports over 95% of its energy. Every chip in this supply chain runs on a grid that runs on tankers. A Strait of Hormuz disruption is not just a foreign-policy story. It is an AI-scaling story.
The AI capital stack has models at the top and electrons at the bottom. The further down you go, the more power each layer has over the one above it.
The binding constraint on AI is not the model anymore.
One fab. One island. One strait.
Which layer are you watching?
ai breaks down the AI stack one layer at a time. Follow for the next one.
If you’re buying a device this year, read this first.
The reel covers why. This covers what to do about it.
BRAND-BY-BRAND 2026 FORECAST:
Samsung Galaxy: expect 13% phone price increase. Galaxy S series likely holds specs, but A-series (budget) will take the hit. Watch for 4GB RAM returning at entry level.
Apple iPhone: similar 13% increase. Apple has more margin to absorb, so specs may hold longer, but storage tiers will quietly shrink. The 128GB base model is under pressure.
Budget Android (Xiaomi, Oppo, Realme): Hardest hit. These brands operate on thin margins. Expect 8GB models rebranded as 6GB, 128GB storage dropping to 64GB at entry price points.
Laptops: 17% average price increase per Gartner. The real damage is spec downgrades. Last year’s $600 laptop had 16GB RAM. This year’s $600 laptop: 8GB. Same shell. Less inside.
Gaming: GPU memory costs are spiking alongside DRAM/NAND. Console refreshes may be delayed or repriced. PC gaming builds will cost 20-30% more for equivalent specs.
BUYING CHECKLIST (screenshot this):
1. Compare RAM to last year’s exact same model. If 16GB became 8GB, that’s memflation.
2. Check base storage. 256GB dropping to 128GB at the same price is the new normal.
3. Google the SSD brand inside the device. Budget laptops are swapping Samsung/SK Hynix SSDs for no-name alternatives.
4. Calculate price per GB. $600 for 8GB RAM = $75/GB. Last year’s $600 for 16GB = $37.50/GB. You’re paying double per gig.
5. Look at certified refurbished 2024/2025 models. Pre-memflation components. Often better specs than new 2026 models at the same price.
6. If your current device works: Gartner says prices stay high until 2028. Wait if you can.
WHAT THE REEL DIDN’T MENTION:
Gartner projects global PC shipments to FALL 10.4% and smartphone shipments to fall 8.4% in 2026. People are already buying less. Goldman Sachs downgraded Best Buy on April 14 citing memflation. OpenAI signed a deal with Samsung and SK Hynix for 900,000 memory wafers per month for the Stargate project. That’s where your memory is going.
Sources: Gartner Feb/April 2026, Micron Dec 2025, DOJ 2002, TrendForce Q1 2026, Goldman Sachs, Consumer Reports.
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