by Jeffrey Cooper | Nov 16, 2025 | Business, Semiconductors, Technology
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...
by Jeffrey Cooper | Nov 9, 2025 | Business, Semiconductors, Technology, Uncategorized
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...
by Jeffrey Cooper | Nov 2, 2025 | Business, Semiconductors, Technology
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...
by Jeffrey Cooper | Oct 26, 2025 | AI, Business, Semiconductors, Technology
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...
by Jeffrey Cooper | Oct 19, 2025 | Business, Semiconductors, Technology
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,...
by Jeffrey Cooper | Oct 12, 2025 | Business, Technology
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...
