by Jeffrey Cooper | Aug 9, 2026 | Business, Robots, Semiconductors, Technology
When Elon Musk first described Terafab, the scale was difficult to comprehend. A semiconductor manufacturing complex potentially exceeding 100 million square feet, eventually representing as much as $119 billion in investment. With Elon Musk, however, even the most...
by Jeffrey Cooper | Jul 28, 2026 | AI, My book, Robots, Semiconductors, Technology
“A rare sci-fi novel that kept me glued to its pages from the beginning to the end.” — Olga Markova, Readers’ Favorite ★★★★★ For more than thirty years, I worked in advanced technology, watching artificial intelligence evolve from an academic...
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 | 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 | 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...
