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Laid-off Intel employee allegedly steals ‘Top Secret’ files, then disappears — ex-engineer downloaded 18,000 files before vanishing
Key Insight: A former Intel software engineer, Jinfeng Luo, is accused of stealing approximately 18,000 proprietary files—including data labeled as “Intel Top Secret”—immediately prior to his termination in July 2025. Luo, who began working at Intel in 2014, received...
The Microchip Era Is About to End
The future is in wafers. Data centers will be the size of a box, not vast energy-hogging structures. Key Insight: The microchip era, defined by incremental advances in chip miniaturization, is giving way to a new age centered on wafer-scale processors and large...
Thiel-Backed Chip Startup Named Substrate Is Seeking to Crack ASML’s Dominance
Key Insight: Substrate, a secretive American chip startup backed by Peter Thiel, has developed a new chipmaking machine using particle acceleration for lithography. This breakthrough positions Substrate to directly challenge ASML Holding NV, the current dominant...
Prediction: Intel Foundry Will Be a Massive AI Winner
Key Insight: Intel Foundry is positioned to be a major beneficiary of the exploding demand for AI accelerators, as industry giants like Microsoft reportedly commit to its advanced manufacturing processes. The company’s 18A node—with unique features like backside power...
Intel wins Microsoft as major customer for AI chip production
Key Insight: Intel Foundry has secured a landmark contract to manufacture Microsoft’s next-generation Maia 2 AI accelerator chips using its advanced 18A process technology. This multi-billion-dollar deal, valued at over $15 billion in lifetime revenue potential,...
Apple positions John Ternus as Cook’s successor
Key Insight: Apple is accelerating its CEO succession planning, positioning hardware engineering chief John Ternus, age 50, as the clear frontrunner to eventually succeed Tim Cook, who turns 65 next month but is expected to remain CEO until at least 2030. Ternus’s...
‘Iconic’ Chip Expert Jim Keller Says Intel Is Being Considered For Cutting-Edge Chips, But They Have a Lot to Do to Deliver a Solid Product
Key Insight: Jim Keller, the renowned chip architect and current CEO of AI chip developer Tenstorrent, acknowledges Intel is being considered for cutting-edge chip technology development but cautions that Intel still has significant challenges to overcome before...
Morgan Stanley upgrades ASML to overweight with €950 target
Key Insight Morgan Stanley upgraded ASML from Equal Weight to Overweight with a €950 price target, projecting fiscal 2027 earnings per share of €33, signaling strong growth fueled by AI-driven semiconductor demand and cyclical memory market recovery. Changing a stock...
Nvidia spends over $900M to recruit Enfabrica CEO
Key Insight Nvidia spent over $900 million in cash and stock to hire Enfabrica CEO Rochan Sankar, bring on key staff, and license the startup’s technology to help network up to 100,000 AI chips in a single cluster—one of the largest acquihire and technology licensing...
TSMC is Reportedly Overwhelmed by Advanced Packaging Demand, Forced to Fast-Track Production Schedules by Months
Key Insight TSMC is accelerating advanced packaging production schedules by up to a year to meet overwhelming AI chip demand, notably from Nvidia, forcing a strategic shift to simultaneous expansion efforts including the “3DIC Advanced Packaging Manufacturing...
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