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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...
TSMC raises worker pay 44.5% to combat talent shortage
Key Insight Taiwan Semiconductor Manufacturing Company (TSMC) faces a critical labor shortage with over 34,000 semiconductor industry jobs unfilled as of May 2025, driving the company to invest heavily in talent development and compensation to sustain industry...
TSMC starts building 1.4nm chip plant ahead of schedule
Key Insight TSMC has begun early construction on its 1.4nm fab at Central Taiwan Science Park, marking a record-setting investment of up to $49 billion and putting it at least two years ahead of major competitors like Samsung and Intel. Background: Preparatory work...
Nvidia’s Jensen Huang confirms six next-gen chips in production that could cement the company’s dominance for the next decade
Key Insight Nvidia’s Rubin architecture, featuring six newly taped-out chips built on TSMC’s advanced 3nm process, signals a complete technology overhaul and a strategic bet on TSMC’s manufacturing leadership, with trial production already underway as of August 2025....
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