by Jeffrey Cooper | Jun 7, 2026 | AI, Semiconductors, Technology
Executive Summary: Nvidia’s AI-native PCs extend AI infrastructure from the datacenter to the desktop, giving enterprises a new way to deploy and control intelligent agents. Nvidia’s new AI-agent PCs highlight the next phase of AI adoption is not defined by larger...
by Jeffrey Cooper | May 31, 2026 | AI, Semiconductors, Technology
Executive Summary: ASML will reach a $1 trillion market value before 2030 as AI infrastructure spending drives sustained demand for advanced semiconductor manufacturing capacity. Most investors focus on Nvidia’s chips. Far fewer focus on the company that determines...
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...
