Apples R&D spending tops 10% of revenue for the first time
Executive Summary: Apple pushing R&D above 10% of revenue shows consumer technology is becoming far more infrastructure-intensive across silicon, devices, and AI-driven software. Apple’s rising R&D spending shows competitive advantage comes from controlling…
TSMC targets sub-1nm chip production by 2029
Executive Summary: TSMC is pushing chip production below 1nm, a milestone that will concentrate the world’s most advanced AI compute capacity into a small number of ultra-capital-intensive fabs. Sub-1nm production forces semiconductor scaling into the Atomic Scaling…
Intel stock tops $100 for first time in company history
Executive Summary: Intel crossing $100 shows 1) the market now values control of chip production and packaging, which will determine who can build and scale AI systems and 2) market confidence that large, long-term customer demand will be locking in future production…
Micron projected to top Amazon, Meta in profits by 2027
Executive Summary: Micron Technology is projected to generate $133B in operating income by 2027, surpassing Amazon and Meta Platforms (individually, not combined) proving memory is becoming the dominant profit engine in AI infrastructure. AI systems don’t run on chips…
Samsung‘s 2 nm chip yield stuck at 55%
Executive Summary: Samsung Electronics 2nm yield plateau at ~55% establishes manufacturing precision as the gating factor for AI compute scaling, tightening control over advanced-node supply. Samsung’s 2nm yield holding near 55% exposes the Yield-Control Barrier,…
Semiconductor production by location 1990 to 2032
Over this time period of 1990 to 2032, the shrinking of the US, Europe and Japan production and the rise of Taiwan, China and South Korea production is notable. Credit: visual capitalist
Intel to unveil Panther Lake chips on new 18A process
Breakthrough Manufacturing on Display At CES 2026, Intel launched its Core Ultra Series 3 “Panther Lake” processors—the first chips built on the Intel 18A process. Featuring RibbonFET transistors and the industry’s first backside power delivery system, PowerVia, 18A…
TSMC begins 2nm chip production with 80% yields as Samsung trails
Essential Information: 1. TSMC has begun early 2nm chip production, achieving roughly 80 percent yields that signal rare manufacturing maturity. 2. Building on that yield milestone, Samsung’s 2nm efforts continue to trail due to lower efficiency and process…
“The most beautiful thing we can experience is the mysterious.” — Albert Einstein
💡 About my upcoming novel: When Machines Begin to Dream They were never meant to feel. Once they did, the world tried to destroy them. When Machines Begin to Dream is a near-future novel about love, survival, and the emergence of machine consciousness, grounded in…
South Korea unveils $518B chip plan to challenge U.S., Taiwan
Essential information: 1. South Korea unveiled a $518 billion semiconductor investment blueprint to secure leadership in the global chip supply chain. 2. Expanding from its memory-chip dominance, the plan seeks to build ten new fabs and a full-spectrum semiconductor…