by Jeffrey Cooper | May 25, 2026 | Business, Economy, Geopolitics, Semiconductors, Technology
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...
by Jeffrey Cooper | May 17, 2026 | Business, Semiconductors, Technology
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...
by Jeffrey Cooper | May 11, 2026 | Business, Semiconductors, Technology, Uncategorized
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 the...
by Jeffrey Cooper | May 4, 2026 | Business, Semiconductors, Technology
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...
by Jeffrey Cooper | May 3, 2026 | Business, Semiconductors, Technology
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...
by Jeffrey Cooper | Jan 11, 2026 | Business, Economy, Semiconductors
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
