by Jeffrey Cooper | Oct 18, 2026 | AI, Business, Semiconductors, Technology
The AI infrastructure boom is creating extraordinary demand for semiconductor manufacturing equipment. On October 14, ASML announced plans to increase production capacity for its Low-NA EUV lithography and DUV immersion systems by approximately 30% in 2027, with...
by Jeffrey Cooper | Oct 11, 2026 | AI, Business, Semiconductors, Technology
The AI infrastructure boom is producing extraordinary results for semiconductor manufacturers. On October 8, TSMC reported that September revenue increased 54.6% year over year. Third-quarter revenue reached approximately $46.7 billion, an increase of 50% compared...
by Jeffrey Cooper | Sep 27, 2026 | AI, Business, Robots, Technology
Amazon has now manufactured more than 1 million robots in the United States. Those robots help handle 75% of the customer orders Amazon delivers worldwide, and the company isn’t slowing down. It just announced a new $100+ million manufacturing...
by Jeffrey Cooper | Aug 30, 2026 | AI, Business, Economy, Robots, Semiconductors, Technology
The process of technological innovation is accelerating. McKinsey estimates that AI could add $13 trillion to global economic activity by 2030. More than $3 trillion has been committed off balance sheet by nine leading technology companies, much of it...
by Jeffrey Cooper | Aug 28, 2026 | AI, Business, Semiconductors
Nvidia has generated roughly $193 billion in net income over the past 12 months, giving Jensen Huang something few CEOs in history have possessed: the resources to pursue enormous opportunities almost anywhere he sees them. This week offered a striking example....
