South Korea unveils $518B chip plan to challenge U.S., Taiwan

by Jeffrey Cooper | Dec 15, 2025 | Business, Economy, Geopolitics, Semiconductors, Technology

Essential information: 1. South Korea unveiled a $518 billion semiconductor investment blueprint to secure leadership in the global chip supply chain. 2. Expanding from its memory-chip dominance, the plan seeks to build ten new fabs and a full-spectrum semiconductor...

Intel partners with Tata on $14B India chip facilities

by Jeffrey Cooper | Dec 11, 2025 | Business, Semiconductors

Intel partners with Tata on $14B India chip facilities Essential Information: 1. Intel has partnered with Tata Electronics on a $14 billion initiative to build semiconductor facilities across India. 2. This collaboration marks Intel as the first major global customer...

Intel Is Reported to Secure Microsoft, Tesla, Qualcomm & NVIDIA as Advanced Packaging Customers in the U.S., Led by Its Newly Hired Ex-TSMC Executive

by Jeffrey Cooper | Nov 27, 2025 | Business, Semiconductors

Key Insight: Intel has reportedly secured Microsoft, Tesla, Qualcomm, and NVIDIA as customers for its advanced packaging services in the U.S., led by its newly hired ex-TSMC Senior Vice President Wei-Jen Lo. This move aims to offer U.S. tech companies access to...

Laid-off Intel employee allegedly steals ‘Top Secret’ files, then disappears — ex-engineer downloaded 18,000 files before vanishing

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...

The Microchip Era Is About to End

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...

Thiel-Backed Chip Startup Named Substrate Is Seeking to Crack ASML’s Dominance

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...