by Jeffrey Cooper | Sep 7, 2025 | Business, Semiconductors, Technology
Key Insight Taiwan Semiconductor Manufacturing Company (TSMC) faces a critical labor shortage with over 34,000 semiconductor industry jobs unfilled as of May 2025, driving the company to invest heavily in talent development and compensation to sustain industry...
by Jeffrey Cooper | Aug 31, 2025 | Business, Semiconductors, Technology
Key Insight TSMC has begun early construction on its 1.4nm fab at Central Taiwan Science Park, marking a record-setting investment of up to $49 billion and putting it at least two years ahead of major competitors like Samsung and Intel. Background: Preparatory work...
by Jeffrey Cooper | Aug 24, 2025 | AI, Semiconductors, Technology
Key Insight Nvidia’s Rubin architecture, featuring six newly taped-out chips built on TSMC’s advanced 3nm process, signals a complete technology overhaul and a strategic bet on TSMC’s manufacturing leadership, with trial production already underway as of August 2025....
by Jeffrey Cooper | Aug 18, 2025 | Business, Semiconductors, Technology
Key Insight: Former Intel engineer Varun Gupta was sentenced in federal court after transferring about 4,000 Intel trade secret files to a portable drive before joining Microsoft in 2020, using this confidential information during negotiations with Intel regarding...
by Jeffrey Cooper | Aug 3, 2025 | Business, Semiconductors, Technology
• Apple is reportedly evaluating early versions of Intel’s 14A semiconductor manufacturing process for potential use in future M-series chips. • Nvidia has also expressed interest in trial production using Intel’s 14A process, particularly for low-end gaming GPUs. •...
by Jeffrey Cooper | Jul 29, 2025 | AI, Technology
Apple Inc.’s top executive in charge of artificial intelligence models is leaving for Meta Platforms Inc., another setback in the iPhone maker’s struggling AI efforts. Ruoming Pang, a distinguished engineer and manager in charge of the company’s Apple foundation...
