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...
by Jeffrey Cooper | Oct 26, 2025 | AI, Business, Semiconductors, Technology
Key Insight: Intel Foundry is positioned to be a major beneficiary of the exploding demand for AI accelerators, as industry giants like Microsoft reportedly commit to its advanced manufacturing processes. The company’s 18A node—with unique features like backside power...
by Jeffrey Cooper | Oct 19, 2025 | Business, Semiconductors, Technology
Key Insight: Intel Foundry has secured a landmark contract to manufacture Microsoft’s next-generation Maia 2 AI accelerator chips using its advanced 18A process technology. This multi-billion-dollar deal, valued at over $15 billion in lifetime revenue potential,...
by Jeffrey Cooper | Oct 12, 2025 | Business, Technology
Key Insight: Apple is accelerating its CEO succession planning, positioning hardware engineering chief John Ternus, age 50, as the clear frontrunner to eventually succeed Tim Cook, who turns 65 next month but is expected to remain CEO until at least 2030. Ternus’s...
by Jeffrey Cooper | Oct 5, 2025 | Business, Semiconductors, Technology
Key Insight: Jim Keller, the renowned chip architect and current CEO of AI chip developer Tenstorrent, acknowledges Intel is being considered for cutting-edge chip technology development but cautions that Intel still has significant challenges to overcome before...
by Jeffrey Cooper | Sep 28, 2025 | Semiconductors, Technology
Key Insight Morgan Stanley upgraded ASML from Equal Weight to Overweight with a €950 price target, projecting fiscal 2027 earnings per share of €33, signaling strong growth fueled by AI-driven semiconductor demand and cyclical memory market recovery. Changing a stock...
