by Jeffrey Cooper | Jul 13, 2026 | Business, Semiconductors, Technology
Tesla is building competitive advantage by recruiting the people who know how to convert advanced chip designs into high-volume manufacturing capacity, bringing semiconductor production expertise inside the company. Tesla hired Gary Jiang. After 17 years at Intel,...
by Jeffrey Cooper | Jul 5, 2026 | Business, Economy, Robots
Humanoid robotics could unlock one of the largest economic opportunities in history. In a recent report, William Blair estimated that the U.S. physical labor market alone represents a $3.8 trillion to $5.4 trillion annual opportunity if humanoid robots become...
by Jeffrey Cooper | Jun 28, 2026 | Business, Semiconductors, Technology
Executive Summary: Apple’s reported decision to manufacture chips with Intel suggests Intel Foundry is beginning to earn the industry’s most valuable asset: customer trust. For the past several years, Intel’s turnaround has been measured in process nodes, factory...
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...
