Chinese researchers discover new salty cooling solution that can drop temperatures by more than 50 degrees Celsius in seconds — depressurizing saturated fluid triggers massive amounts of heat transfer tomshardware.com/pc-components/…

$INTC Intel Just Killed the Budget GPU! Panther Lake iGPU Gaming youtu.be/5uTQ25xuKXY?si… via YouTube

"Now that TSMC is doing more business with Nvidia and other AI companies, people with knowledge of the chip supply chain said Apple was exploring whether some lower-end processors could be made by someone other than TSMC." Wonder who

Join us at #GOMACTech, Session 29 | March 9–12. Intel Foundry is the only U.S.-based leading-edge foundry. We’re excited to showcase Intel 18A—the most advanced semiconductor process ever developed & manufactured in the U.S. ms.spr.ly/6010QKEs0 #IntelFoundry #Semiconductors

Very good Lip Bu Tan interview Must watch!! youtube.com/watch?v=YO2PVb…

It looks like @Intel has fewer FTEs (full time employees) than TSMC for the first time ever. Caveat: Waiting on $TSM's annual report for their latest 2025 EoY number. But I expect it to be higher YoY.

Apple’s Q1 2026 earnings call provided a number of insights. Below are the key takeaways from a memory sector perspective: Earnings call transcript: seekingalpha.com/article/486418… 1. Apple highlighted two major uncertainties in its hardware supply chain: advanced nodes and memory. The

Intel Foundry advances power delivery with next-generation MIM capacitors delivering nearly three times today’s capacitance, without added fab complexity. See how: ms.spr.ly/6013QK7QB #IntelFoundry #Semiconductors

Can ZAM Replace HBM? Intel and SoftBank Push Radical Memory Architecture open.substack.com/pub/tspasemico…

$INTC From the magazine editor: 1. Positive on the changes implemented by LBT. 2. Wei-Jen Lo joined Intel to help better integrate TSMC’s processes with Intel’s packaging (heard via industry sources). 3. Intel has 3 times the packaging capacity of TSMC. youtu.be/T5mll4sUkSo?si…

SK Hynix: The paper "H³: Hybrid Architecture using High Bandwidth Memory and High Bandwidth Flash for Cost-Efficient LLM Inference" introduces a game-changing hybrid memory architecture that marries the speed of HBM with the massive capacity of NAND flash to slash the cost of

Future CPU:GPU estimates in AI datacenters based on Agentic AI adoption.

Year Two Of The Largest Ever Global LNG Supply Wave Is Hitting Markets zerohedge.com/commodities/ye…

True. Once the solar energy generation to robot manufacturing to chip fabrication to AI loop is closed, conventional currency will just get in the way. Just wattage and tonnage will matter, not dollars.

President Donald J. Trump meets with Honduran President Nasry “Tito” Asfura. 🇺🇸🇭🇳 “Tito and I share many of the same America First Values. We have a close partnership on Security, working together to counter dangerous Cartels and Drug Traffickers, and deporting Illegal Migrants

A win for the rule of law and vindication for the US Constitution. Under the previous administration, Temporary Protected Status was abused to allow violent terrorists, criminals, and national security threats into our nation. TPS was never designed to be permanent, yet

We have moved our headquarters to Miami, Florida.

$INTC The Secretary of Commerce, Howard Lutnick, bought 729k shares of Intel in Q4’25, a +104% increase from his initial purchase Q3’25. Avg. Share Price of ~$42. This the portfolio’s 3rd largest holding. Don’t bet against the Government. 🇺🇸