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...
by Jeffrey Cooper | Jan 4, 2026 | Business, Semiconductors, Technology
Breakthrough Manufacturing on Display At CES 2026, Intel launched its Core Ultra Series 3 “Panther Lake” processors—the first chips built on the Intel 18A process. Featuring RibbonFET transistors and the industry’s first backside power delivery system, PowerVia, 18A...
by Jeffrey Cooper | Dec 28, 2025 | AI, Business, Semiconductors, Technology
Essential Information: 1. TSMC has begun early 2nm chip production, achieving roughly 80 percent yields that signal rare manufacturing maturity. 2. Building on that yield milestone, Samsung’s 2nm efforts continue to trail due to lower efficiency and process...
