Elon Musk’s Terafab Is Starting to Look Real
When Elon Musk first described Terafab, the scale was difficult to comprehend. A semiconductor manufacturing complex potentially exceeding 100 million square feet, eventually representing as much as $119 billion in investment. With Elon Musk, however, even the most...
What Happens When Humanity Creates a New Form of Life?
"A rare sci-fi novel that kept me glued to its pages from the beginning to the end." — Olga Markova, Readers' Favorite ★★★★★ For more than thirty years, I worked in advanced technology, watching artificial intelligence evolve from an academic pursuit into one of the...
Semiconductors May Underpin ~80% of the Global Economy
How Much of the Global Economy Depends on Semiconductors? A back-of-the-envelope calculation suggests the semiconductor industry may enable approximately $83 trillion in annual global economic activity. The global semiconductor industry is on track to become a $1...
Tesla hires 17-year Intel veteran responsible for billion-dollar fab startups
Tesla is building competitive advantage by recruiting the people who know how to convert advanced chip designs into high-volume manufacturing capacity, bringing semiconductor production expertise inside the company. Tesla hired Gary Jiang. After 17 years at Intel,...
Understanding the $5 Trillion Opportunity in Humanoid Robotics
Humanoid robotics could unlock one of the largest economic opportunities in history. In a recent report, William Blair estimated that the U.S. physical labor market alone represents a $3.8 trillion to $5.4 trillion annual opportunity if humanoid robots become...
Trump says Intel will make chips for Apple
Executive Summary: Apple’s reported decision to manufacture chips with Intel suggests Intel Foundry is beginning to earn the industry’s most valuable asset: customer trust. For the past several years, Intel’s turnaround has been measured in process nodes, factory...
Nvidia Introduces First PCs Designed for AI Agents
Executive Summary: Nvidia’s AI-native PCs extend AI infrastructure from the datacenter to the desktop, giving enterprises a new way to deploy and control intelligent agents. Nvidia’s new AI-agent PCs highlight the next phase of AI adoption is not defined by larger...
ASML Will Join the $1 Trillion Club before 2030
Executive Summary: ASML will reach a $1 trillion market value before 2030 as AI infrastructure spending drives sustained demand for advanced semiconductor manufacturing capacity. Most investors focus on Nvidia’s chips. Far fewer focus on the company that determines...
Beijing’s ‘Industrial Policy of Everything’
Executive Summary: Rhodium Group estimates China controlled more than 50% of global volume in 315 industries by 2024, revealing industrial dominance spreading simultaneously across manufacturing, energy, semiconductors, robotics, and AI infrastructure. China’s...
Samsung Says AI Is Ending the Boom-and-Bust Memory Cycle
Executive Summary: Samsung Electronics says AI demand is transforming memory from a cyclical semiconductor market into long-duration infrastructure tied directly to AI deployment capacity. Samsung Vice President Kim Tae-woo: “The decades‑old boom‑and‑bust memory cycle...