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...
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 | Apr 19, 2026 | Semiconductors, Technology
Executive Summary: Samsung Electronics 2nm yield plateau at ~55% establishes manufacturing precision as the gating factor for AI compute scaling, tightening control over advanced-node supply.Samsung’s 2nm yield holding near 55% exposes the Yield-Control Barrier, where...
