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
by Jeffrey Cooper | Jan 4, 2026 | Business, Semiconductors, Technology
Breakthrough Manufacturing on Display At CES 2026, Intel launched its Core Ultra Series 3 “Panther Lake” processors—the first chips built on the Intel 18A process. Featuring RibbonFET transistors and the industry’s first backside power delivery system, PowerVia, 18A...
by Jeffrey Cooper | Dec 28, 2025 | AI, Business, Semiconductors, Technology
Essential Information: 1. TSMC has begun early 2nm chip production, achieving roughly 80 percent yields that signal rare manufacturing maturity. 2. Building on that yield milestone, Samsung’s 2nm efforts continue to trail due to lower efficiency and process...
by Jeffrey Cooper | Dec 23, 2025 | AI, Blog, Business, Economy, Geopolitics, My book, Personal, Robots, Semiconductors, Technology
💡 About my upcoming novel: When Machines Begin to Dream They were never meant to feel. Once they did, the world tried to destroy them. When Machines Begin to Dream is a near-future novel about love, survival, and the emergence of machine consciousness, grounded in...
