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Thalaivar K.Annamalai’s insightful speech on Semiconductor Industry, Nanometer Technology, US govt’s CHIPS And Science Act, TSMC vs Intel. Show me one leader in Tamilnadu political arena who can dive deep into such a complex subject and articulate so clinically.

Arvinth Easwaran

17,481 subscribers

26,353 görüntüleme • 1 yıl önce •via X (Twitter)

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Yugendiran .K profil fotoğrafı

Yugendiran .K1 yıl önce

@annamalai_k Don't play the paradoxical idiot . Talking on a subject is very much different from working as an expert . Given the information out there any 10th std student could give a speech .

indian profil fotoğrafı

indian1 yıl önce

@annamalai_k This person was the reason the Micron Semiconductor company set up its plant in Gujarat instead of Coimbatore. They had already finalized Coimbatore as the location, but because of Modi and Annamalai, it went to Gujarat. Now he is giving lectures here. Everyone in the industry

RSH profil fotoğrafı

RSH1 yıl önce

@annamalai_k State ruled by uppies full of corrupt and uneducated rogues will have chip industry only to eat not that of semi -conductor.

Maha profil fotoğrafı

Maha1 yıl önce

@annamalai_k Absolutely matchless. But makkal should understand his worth

The Information profil fotoğrafı

The Information1 yıl önce

A recent production hiccup with Nvidia’s latest AI chip shows the growing pressures in its relationship with its main chipmaking partner, TSMC.

Suresh profil fotoğrafı

Suresh1 yıl önce

@annamalai_k Whats the use . Unable to convince and sway the masses from dmk or admk to join BJP

Mohandas vasu profil fotoğrafı

Mohandas vasu1 yıl önce

@annamalai_k Such people has to come into politics, in TN the political parties never encourage intellectual s because they discourage corruption.

Ra.Ra profil fotoğrafı

Ra.Ra1 yıl önce

@annamalai_k Lacks integrity and honesty! He can’t win even councillor election in 🪷 symbol… Negative image! @sansbarrier am I right?

SAMVA profil fotoğrafı

SAMVA1 yıl önce

@annamalai_k Our IIT developed one micro processor "Shakthi" under the leadership of Kamakoti. What happened to that ?

trravisankar profil fotoğrafı

trravisankar1 yıl önce

@annamalai_k why did BJP take 2014 to 2021 to come with India Semi Conductor Mission. Any reason why ?

Shiva profil fotoğrafı

Shiva1 yıl önce

@annamalai_k The one who opposes a project in Coimbatore ad now giving lectures 💦 .. promote panuga da ippadiya ah TSMC is Taiwan based not hong kong 🤣

Benzer Videolar

A new startup claims it can make chips at sub-nanometer scales in a single exposure at roughly half the cost. Instead of high-NA EUV lithography, they’re using X-ray lithography. EUV prints features through multiple complex steps. This approach would effectively stamp the pattern in one shot. If it works at scale, it would be quite remarkable! We need more companies in the industry where TSMC and Samsung basically dominates.

A new startup claims it can make chips at sub-nanometer scales in a single exposure at roughly half the cost. Instead of high-NA EUV lithography, they’re using X-ray lithography. EUV prints features through multiple complex steps. This approach would effectively stamp the pattern in one shot. If it works at scale, it would be quite remarkable! We need more companies in the industry where TSMC and Samsung basically dominates.

Vishakh Ranotra

172,629 görüntüleme • 8 ay önce

Assam's biggest dream is turning into a reality, one pole at a time. Day or night, the Jagiroad Semiconductor Facility is being readied 24/7, so it can get ready on time and deliver chips which are Made in Bharat, Made for the World

Assam's biggest dream is turning into a reality, one pole at a time. Day or night, the Jagiroad Semiconductor Facility is being readied 24/7, so it can get ready on time and deliver chips which are Made in Bharat, Made for the World

Himanta Biswa Sarma

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🟠 THE WEST FEARS IRAN: UNDERSTANDING POLITICAL ISLAM AND REGIONAL POWER DYNAMICS Ever wondered what makes a supreme leader truly unique? Dive into the fascinating personality of Sayyed Ali Khamenei, a leader who blended politics, religion and culture into one powerful role, plus the complex differences between Iran’s Islam and that of the Gulf states, revealing the geopolitical tensions at play. 🔔 FYI - WE ARE HEAVILY SHADOWBANNED ON YOUTUBE - HELP US BEAT THEIR ALGORITHM - PLEASE LIKE & SUB. LINK IN THE COMMENTS Segment aired on July 19, 2026

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Patrick Henningsen

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Nvidia $NVDA CEO, Jensen Huang, on if the semiconductor industry is due for a bust: "No, not for a while. This time is different because this is not demand driven, it is not seasonal...meaning seasonal demand driven. This is industrially driven, meaning the fundamental technology of computers is changing. We need a whole new layer of infrastructure in the world. We have energy, internet, roads, railroads, we now need the intelligence layer built on top of all of that and this layer needs chips. I believe we need our semiconductor industry to be somewhere between 5-10x larger than it is over the course of the next 10 years. It is way too small today, which is the reason why memory is in such shortage, storage is in such shortage, optical interconnects are short, packaging is short, and TSMC foundry chips are short. Everything is in such short supply because it is not a cyclical nature. It is fundamental infrastructure related. The whole industry is short." According to the WSTS, the semiconductor industry is projected to be $1.5 trillion in 2026. 5-10x larger puts it at $7.5 trillion to $15 trillion. Via Axios

Nvidia $NVDA CEO, Jensen Huang, on if the semiconductor industry is due for a bust: "No, not for a while. This time is different because this is not demand driven, it is not seasonal...meaning seasonal demand driven. This is industrially driven, meaning the fundamental technology of computers is changing. We need a whole new layer of infrastructure in the world. We have energy, internet, roads, railroads, we now need the intelligence layer built on top of all of that and this layer needs chips. I believe we need our semiconductor industry to be somewhere between 5-10x larger than it is over the course of the next 10 years. It is way too small today, which is the reason why memory is in such shortage, storage is in such shortage, optical interconnects are short, packaging is short, and TSMC foundry chips are short. Everything is in such short supply because it is not a cyclical nature. It is fundamental infrastructure related. The whole industry is short." According to the WSTS, the semiconductor industry is projected to be $1.5 trillion in 2026. 5-10x larger puts it at $7.5 trillion to $15 trillion. Via Axios

P Equity Research 📰

81,088 görüntüleme • 2 ay önce

Jensen Huang just said the semiconductor industry needs to grow 5-10x over the next decade and he named the exact bottlenecks investors should be watching (Save this). His argument is that this isn't a normal cyclical boom that will bust like past chip cycles because it's driven by a structural shift, the world needs a whole new intelligence layer of infrastructure on top of energy, internet, and roads and that layer runs entirely on chips. Using WSTS's 2026 industry estimate of $1.5 trillion, a 5-10x expansion would put the semiconductor industry at roughly $7.5 trillion to $15 trillion within ten years. He specifically called out five areas that are already in shortage, memory, storage, optical interconnects, packaging, and TSMC foundry capacity, and said the whole industry is short because this is infrastructure demand, not seasonal demand. Here's who stands to benefit in each of those five bottlenecks he named. Memory and storage is the most direct beneficiary, since Micron is the only major US based DRAM and NAND producer and has been reporting surging prices tied to AI server demand while SK Hynix and Samsung, both foreign, dominate the high bandwidth memory that feeds directly into GPUs like Nvidia's. Optical interconnects benefits companies like Coherent and Lumentum which make the optical transceivers moving data between GPU clusters, alongside Credo Technology, which makes high speed interconnect chips for the same data movement problem inside AI clusters. Packaging is where Nvidia's own chips get bottlenecked, since advanced packaging capacity mostly sits with TSMC, but Amkor Technology and ASE Technology are the independent outsourced packaging players that pick up overflow demand when TSMC can't keep up. Chip equipment makers that supply the tools needed to actually build more capacity across all these bottlenecks also benefit, including ASML for lithography, and Lam Research, KLA Corporation and Applied Materials for etching, deposition, and inspection equipment, since a 5-10x industry expansion requires massive new fab buildout that all runs through these companies first. Milk Road Pro is tracking the entire supply chain bottlenecks, if you want our entire AI trades around this, you can come join us just for a dollar.

Jensen Huang just said the semiconductor industry needs to grow 5-10x over the next decade and he named the exact bottlenecks investors should be watching (Save this). His argument is that this isn't a normal cyclical boom that will bust like past chip cycles because it's driven by a structural shift, the world needs a whole new intelligence layer of infrastructure on top of energy, internet, and roads and that layer runs entirely on chips. Using WSTS's 2026 industry estimate of $1.5 trillion, a 5-10x expansion would put the semiconductor industry at roughly $7.5 trillion to $15 trillion within ten years. He specifically called out five areas that are already in shortage, memory, storage, optical interconnects, packaging, and TSMC foundry capacity, and said the whole industry is short because this is infrastructure demand, not seasonal demand. Here's who stands to benefit in each of those five bottlenecks he named. Memory and storage is the most direct beneficiary, since Micron is the only major US based DRAM and NAND producer and has been reporting surging prices tied to AI server demand while SK Hynix and Samsung, both foreign, dominate the high bandwidth memory that feeds directly into GPUs like Nvidia's. Optical interconnects benefits companies like Coherent and Lumentum which make the optical transceivers moving data between GPU clusters, alongside Credo Technology, which makes high speed interconnect chips for the same data movement problem inside AI clusters. Packaging is where Nvidia's own chips get bottlenecked, since advanced packaging capacity mostly sits with TSMC, but Amkor Technology and ASE Technology are the independent outsourced packaging players that pick up overflow demand when TSMC can't keep up. Chip equipment makers that supply the tools needed to actually build more capacity across all these bottlenecks also benefit, including ASML for lithography, and Lam Research, KLA Corporation and Applied Materials for etching, deposition, and inspection equipment, since a 5-10x industry expansion requires massive new fab buildout that all runs through these companies first. Milk Road Pro is tracking the entire supply chain bottlenecks, if you want our entire AI trades around this, you can come join us just for a dollar.

Milk Road AI

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The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures -- We're covering it ALL! 🚀 Patrick Moorhead & Daniel Newman dive into Intel news, OpenAI's valuation, and chat with Pat Gelsinger about his new ventures post-Intel & the future of US chip manufacturing on this week’s episode of The Six Five Podcast! #TechPodcast #AI #Semiconductors 0:00 Intro 5:44 AI model wars: OpenAI, Google, Microsoft compete (The Decode) 14:41 Intel board shakeup: Three members stepping down (The Decode) 19:19 OpenAI's $300 billion valuation debate (The Flip) 27:00 Pat Gelsinger joins as special guest (Off The Record) 30:59 Gloo: AI-powered platform for faith ecosystem (Off The Record) 33:16 Playground Global: Investing in deep tech (Off The Record) 36:15 Intel's future and semiconductor industry challenges (Off The Record) 40:07 US semiconductor policy and economic incentives (Off The Record 42:57 AI's power consumption problem and solutions (Off The Record)

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Six Five Media

138,155 görüntüleme • 1 yıl önce

The Technology the World relies on was invented in America. We all remember “Intel Inside.” Stupid Presidents took our Economy for granted, and let Taiwan and others steal our Semiconductor Factories. They forgot to protect our Industries with TARIFFS. When I won my Second Term (Third, actually!), it was clear America needed its Semiconductor Industry to come back to the U.S.A. We design everything, but we need to BUILD it here, NOW! So I decided to help Intel because we need to design and build our Chips right here in America. First, we helped bring in Nvidia, and they agreed to build their first level Chips with Intel. Next, Elon agreed to build his TerraFab, the largest Chip Factory in the World, designed together with Intel’s Technology team. And, finally, Apple has agreed to work with Intel to design and build its Chips in America. We decided to help Intel in exchange for 10% of their shares. Is that too much or, too little? They were worth around 100 Billion Dollars when we made our offer. Now they are worth over 600 BILLION DOLLARS! Nine months, and they’ve increased in value over HALF A TRILLION DOLLARS. America’s stake is now over 60 Billion Dollars. When was the last time a President made America money?? Thank you for your attention to this matter! President DONALD J. TRUMP ( TS: Jun 18 2026, 12:29 AM ET )‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍

The Technology the World relies on was invented in America. We all remember “Intel Inside.” Stupid Presidents took our Economy for granted, and let Taiwan and others steal our Semiconductor Factories. They forgot to protect our Industries with TARIFFS. When I won my Second Term (Third, actually!), it was clear America needed its Semiconductor Industry to come back to the U.S.A. We design everything, but we need to BUILD it here, NOW! So I decided to help Intel because we need to design and build our Chips right here in America. First, we helped bring in Nvidia, and they agreed to build their first level Chips with Intel. Next, Elon agreed to build his TerraFab, the largest Chip Factory in the World, designed together with Intel’s Technology team. And, finally, Apple has agreed to work with Intel to design and build its Chips in America. We decided to help Intel in exchange for 10% of their shares. Is that too much or, too little? They were worth around 100 Billion Dollars when we made our offer. Now they are worth over 600 BILLION DOLLARS! Nine months, and they’ve increased in value over HALF A TRILLION DOLLARS. America’s stake is now over 60 Billion Dollars. When was the last time a President made America money?? Thank you for your attention to this matter! President DONALD J. TRUMP ( TS: Jun 18 2026, 12:29 AM ET )‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍

Commentary Donald J. Trump Truth Social Posts On X

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What really happens when we die? Do you believe all souls are inherently immortal? Or is immortality a GIFT God gives specifically to those who repent and put their faith in Christ? If you’re interested in this topic and want to do a deep dive into the nature of souls and what the Bible really teaches about heaven & hell, I hope you’ll join us THIS Wednesday for HELLGATE! It's a special episode on The Kirk Cameron Show where we deep dive into this topic with 4 scholars and an open Bible, covering all of this and more.

What really happens when we die? Do you believe all souls are inherently immortal? Or is immortality a GIFT God gives specifically to those who repent and put their faith in Christ? If you’re interested in this topic and want to do a deep dive into the nature of souls and what the Bible really teaches about heaven & hell, I hope you’ll join us THIS Wednesday for HELLGATE! It's a special episode on The Kirk Cameron Show where we deep dive into this topic with 4 scholars and an open Bible, covering all of this and more.

Kirk Cameron

42,307 görüntüleme • 8 ay önce

They have always wished to kill nelson chamisa and some of us who are seen as his close allies but God always protects. It's easy to criticise but many don't understand what a leader at the level of Nelson Chamisa goes through on a daily basis, in a combative political environment such as the one obtaining in Zimbabwe.

They have always wished to kill nelson chamisa and some of us who are seen as his close allies but God always protects. It's easy to criticise but many don't understand what a leader at the level of Nelson Chamisa goes through on a daily basis, in a combative political environment such as the one obtaining in Zimbabwe.

Promise Mkwananzi

55,860 görüntüleme • 1 yıl önce

Google is the latest US tech company to warn about the threat the Online Safety Act poses to free speech. The Free Speech Union long warned the government about the dangers the Act would pose to UK citizens — and those overseas. No one can seriously claim there is a political or ideological motive behind Google raising concerns about censorship. The Online Safety Act has already censored Katie Lam MP’s grooming gangs speech in Parliament, a story about Richard III, and — ironically — Spiked’s documentary on censorship. Ofcom, the regulator, is now talking about censoring “potentially illegal content” — a new category not included in the Act, and one which Google points out was never intended by Parliament. Watch Connie Shaw on GB News ⬇️

Google is the latest US tech company to warn about the threat the Online Safety Act poses to free speech. The Free Speech Union long warned the government about the dangers the Act would pose to UK citizens — and those overseas. No one can seriously claim there is a political or ideological motive behind Google raising concerns about censorship. The Online Safety Act has already censored Katie Lam MP’s grooming gangs speech in Parliament, a story about Richard III, and — ironically — Spiked’s documentary on censorship. Ofcom, the regulator, is now talking about censoring “potentially illegal content” — a new category not included in the Act, and one which Google points out was never intended by Parliament. Watch Connie Shaw on GB News ⬇️

The Free Speech Union

25,611 görüntüleme • 9 ay önce

Let Me Reiterate, Especially to Those Who Often Lament and Misunderstand Us: We Do Not Seek a One-Party State. We cannot burn the constitutional freedom of association. I believe in credible opposition. Democracy thrives on vibrant and healthy competition. As a statesman and political leader, I believe in a credible opposition—one that can challenge, question and help refine policies. That is how statecraft improves, and good governance is achieved. That is how nations advance. President Bola Ahmed Tinubu

Let Me Reiterate, Especially to Those Who Often Lament and Misunderstand Us: We Do Not Seek a One-Party State. We cannot burn the constitutional freedom of association. I believe in credible opposition. Democracy thrives on vibrant and healthy competition. As a statesman and political leader, I believe in a credible opposition—one that can challenge, question and help refine policies. That is how statecraft improves, and good governance is achieved. That is how nations advance. President Bola Ahmed Tinubu

ARISE NEWS

109,779 görüntüleme • 6 ay önce

Emmer on FISA & 2026 | Rubin Torches "Gestating Parent" Law & Pride Month I EP 730 The First The Sean Spicer Show Dave Rubin Tom Emmer Join us on The Sean Spicer Show as we dive deep into the latest political news, offering sharp news analysis on current events like Pfizer reform, the budget, and the 2028 midterms. We explore various aspects of us politics with guests like Majority Whip Tom Emmer and Dave Rubin, fostering a robust political discussion. This episode provides an in-depth political debate from a conservative vs liberal perspective. subscribe for an ad free version of this podcast Boll & Branch - for 15% OFF and FREE SHIPPING Ruffgreens - enter code: SPICER for your FREE starter pack Market Institute - - Check them out today

Emmer on FISA & 2026 | Rubin Torches "Gestating Parent" Law & Pride Month I EP 730 The First The Sean Spicer Show Dave Rubin Tom Emmer Join us on The Sean Spicer Show as we dive deep into the latest political news, offering sharp news analysis on current events like Pfizer reform, the budget, and the 2028 midterms. We explore various aspects of us politics with guests like Majority Whip Tom Emmer and Dave Rubin, fostering a robust political discussion. This episode provides an in-depth political debate from a conservative vs liberal perspective. subscribe for an ad free version of this podcast Boll & Branch - for 15% OFF and FREE SHIPPING Ruffgreens - enter code: SPICER for your FREE starter pack Market Institute - - Check them out today

Sean Spicer

14,260 görüntüleme • 3 ay önce

My conversation with Ben Thompson. Ben has been writing Stratechery for over a decade and remains one of my favorite business thinkers. We covered a lot. Every important company in the industry and the forces acting on all of them. - Why he thinks it would be problematic for the US to win the AI race - Will we run out of money to fund AI - Google becoming Berkshire Hathaway - Why ads are amazing - TSMC, Intel, and Samsung - Nvidia's invisible price cuts + biggest competitors - Microsoft, Amazon, Apple, and Meta I love talking to Ben about everything happening in markets and technology. Enjoy! TIMESTAMPS 0:00 Intro 0:59 America and the AI Race 8:26 AI’s Funding Problem 15:31 AI’s Capabilities and Limits 20:30 Aggregation Theory, AI, and Ads 31:10 Compute, TSMC, and Intel 47:31 Amazon and Apple’s AI Moats 54:43 The Frontier AI Players 74:07 Nvidia and Commoditized Intelligence 82:52 What Survives an AI Bubble?

My conversation with Ben Thompson. Ben has been writing Stratechery for over a decade and remains one of my favorite business thinkers. We covered a lot. Every important company in the industry and the forces acting on all of them. - Why he thinks it would be problematic for the US to win the AI race - Will we run out of money to fund AI - Google becoming Berkshire Hathaway - Why ads are amazing - TSMC, Intel, and Samsung - Nvidia's invisible price cuts + biggest competitors - Microsoft, Amazon, Apple, and Meta I love talking to Ben about everything happening in markets and technology. Enjoy! TIMESTAMPS 0:00 Intro 0:59 America and the AI Race 8:26 AI’s Funding Problem 15:31 AI’s Capabilities and Limits 20:30 Aggregation Theory, AI, and Ads 31:10 Compute, TSMC, and Intel 47:31 Amazon and Apple’s AI Moats 54:43 The Frontier AI Players 74:07 Nvidia and Commoditized Intelligence 82:52 What Survives an AI Bubble?

Patrick OShaughnessy

1,491,396 görüntüleme • 1 ay önce

Our website was outdated. So we asked people on X if they could make it better and Avaneesh Kumar Singh rose to it.🙌 He started with a deep dive into our: - mindset, - strategy, and - long-term vision He pushed us to realize who we truly are and made it show on the site. The build is underway. Now, we need someone to capture the spirit of our factory, in stills and short videos showcasing our: - capabilities, - excellence, and - Make in India story in its true essence. A storyteller behind the lens who can bring this vision alive. This is a paid assignment. All your travel, stay, and food are on us. You just need to come, shoot for a couple of days, and deliver the final outcome.

Our website was outdated. So we asked people on X if they could make it better and Avaneesh Kumar Singh rose to it.🙌 He started with a deep dive into our: - mindset, - strategy, and - long-term vision He pushed us to realize who we truly are and made it show on the site. The build is underway. Now, we need someone to capture the spirit of our factory, in stills and short videos showcasing our: - capabilities, - excellence, and - Make in India story in its true essence. A storyteller behind the lens who can bring this vision alive. This is a paid assignment. All your travel, stay, and food are on us. You just need to come, shoot for a couple of days, and deliver the final outcome.

Prakash Dadlani

18,049 görüntüleme • 11 ay önce

Intel just pulled off the greatest corporate comeback since Steve Jobs returned to Apple in 1997. 12 months ago, Intel was dying. Stock at $19. CEO fired. Market cap collapsing. Analysts writing obituaries. But on Friday, it had its BEST day since 1987. Stock hit $82. Surpassed its dot-com peak from the year 2000 that nobody thought would ever be touched again. Up 335% from its 52-week low. And the story of HOW this happened is absolutely genius: In December 2024, Intel's board forced out CEO Pat Gelsinger after a brutal tenure. The stock had cratered and market share was bleeding to AMD and Nvidia. The company that invented the modern microprocessor was dying. 3 months later, they hired Lip-Bu Tan. Former Cadence CEO and Intel board member. A guy who'd spent decades in the semiconductor trenches. His first year was ugly: In January 2026, Intel crashed 17% in a single day after Tan admitted they couldn't meet demand and yields were below targets. Worst day since August 2024. "Multiyear journey" became code for "this company might not make it." Then something shifted. Tan went back to Intel's roots: Killed the bureaucracy, cut the bloat, and focused entirely on engineering. "We need to be data driven, paranoid, and engineering driven." Paranoid. The same word Andy Grove used when he built Intel into a superpower in the 90s. And behind the scenes, Tan pulled off 3 moves that changed everything: Move 1: He got Elon Musk. Tesla announced that TERAFAB, the most ambitious chip factory ever proposed, would use Intel's next-generation 14A manufacturing process. Elon said he couldn't think of a better partner. This is the deal Intel's foundry business needed to survive. Tan had previously warned that if Intel couldn't attract outside manufacturing clients, the entire foundry division would be shut down. Move 2: He got Nvidia. Last September, Jensen Huang invested $5 billion directly into Intel. The CEO of Intel's biggest competitor put billions into the company everyone had left for dead. Intel stock jumped 23% that day alone. Move 3: He got the US government. And this is where the story gets really crazy... The CHIPS Act allocated billions to Intel for domestic chip manufacturing. But when Trump took office, his administration opposed the program's conditions - union requirements, buyback restrictions, and a $100 billion investment commitment from Intel. So instead of giving Intel the grants, Trump's team converted $8.9 billion in CHIPS Act funds into equity. Bought a 9.9% stake at $20.47 per share. They didn't want to give Intel free money, so they simply bought stock instead. After Friday's earnings beat, that stake is worth $36 billion. A $27 billion paper gain. One of the most profitable government investments in American HISTORY. And it was a complete accident. Trump tried to kill the CHIPS Act handout. Instead he accidentally created a return that would make most hedge funds jealous. The earnings that triggered all of this were truly insane: - Revenue of $13.6 billion vs $12.4 billion expected - EPS of $0.29 vs $0.01 expected - They beat by 29x on earnings - Data center and AI revenue up 22% - Demand for CPUs exceeded supply for the first time in years Tan's quote on the call: "A year ago the conversation around Intel was about whether we could survive. Today it's about how quickly we can add manufacturing capacity." 6 consecutive quarters beating guidance. 4th CEO in 7 years. And the one who finally cracked it did it by going back to the basics. No flashy pivots like other companies. Just chips, engineering, and paranoia.

Intel just pulled off the greatest corporate comeback since Steve Jobs returned to Apple in 1997. 12 months ago, Intel was dying. Stock at $19. CEO fired. Market cap collapsing. Analysts writing obituaries. But on Friday, it had its BEST day since 1987. Stock hit $82. Surpassed its dot-com peak from the year 2000 that nobody thought would ever be touched again. Up 335% from its 52-week low. And the story of HOW this happened is absolutely genius: In December 2024, Intel's board forced out CEO Pat Gelsinger after a brutal tenure. The stock had cratered and market share was bleeding to AMD and Nvidia. The company that invented the modern microprocessor was dying. 3 months later, they hired Lip-Bu Tan. Former Cadence CEO and Intel board member. A guy who'd spent decades in the semiconductor trenches. His first year was ugly: In January 2026, Intel crashed 17% in a single day after Tan admitted they couldn't meet demand and yields were below targets. Worst day since August 2024. "Multiyear journey" became code for "this company might not make it." Then something shifted. Tan went back to Intel's roots: Killed the bureaucracy, cut the bloat, and focused entirely on engineering. "We need to be data driven, paranoid, and engineering driven." Paranoid. The same word Andy Grove used when he built Intel into a superpower in the 90s. And behind the scenes, Tan pulled off 3 moves that changed everything: Move 1: He got Elon Musk. Tesla announced that TERAFAB, the most ambitious chip factory ever proposed, would use Intel's next-generation 14A manufacturing process. Elon said he couldn't think of a better partner. This is the deal Intel's foundry business needed to survive. Tan had previously warned that if Intel couldn't attract outside manufacturing clients, the entire foundry division would be shut down. Move 2: He got Nvidia. Last September, Jensen Huang invested $5 billion directly into Intel. The CEO of Intel's biggest competitor put billions into the company everyone had left for dead. Intel stock jumped 23% that day alone. Move 3: He got the US government. And this is where the story gets really crazy... The CHIPS Act allocated billions to Intel for domestic chip manufacturing. But when Trump took office, his administration opposed the program's conditions - union requirements, buyback restrictions, and a $100 billion investment commitment from Intel. So instead of giving Intel the grants, Trump's team converted $8.9 billion in CHIPS Act funds into equity. Bought a 9.9% stake at $20.47 per share. They didn't want to give Intel free money, so they simply bought stock instead. After Friday's earnings beat, that stake is worth $36 billion. A $27 billion paper gain. One of the most profitable government investments in American HISTORY. And it was a complete accident. Trump tried to kill the CHIPS Act handout. Instead he accidentally created a return that would make most hedge funds jealous. The earnings that triggered all of this were truly insane: - Revenue of $13.6 billion vs $12.4 billion expected - EPS of $0.29 vs $0.01 expected - They beat by 29x on earnings - Data center and AI revenue up 22% - Demand for CPUs exceeded supply for the first time in years Tan's quote on the call: "A year ago the conversation around Intel was about whether we could survive. Today it's about how quickly we can add manufacturing capacity." 6 consecutive quarters beating guidance. 4th CEO in 7 years. And the one who finally cracked it did it by going back to the basics. No flashy pivots like other companies. Just chips, engineering, and paranoia.

Ricardo

67,437 görüntüleme • 5 ay önce

an idol who genuinely loves what she does and has so much love and gratitude for her fans…. oh my best girl kim gaeul 🥹 [what does dive mean to gaeul?] 🦊 i feel this on every tour, but dive is what makes me give my all in every single moment 🦊 when you're constantly traveling overseas and performing the same show over and over you can get a little tired 🦊 but the moment i see dive's faces, all that exhaustion disappears 🦊 they've made time and put so much love into coming to see us perform, so i feel like i could never give anything less than my best 🦊 ... and when i see dive smiling [imitates dives] when i see dive looking like this i can really feel, "they love me" and, "i want to give just as much love in return" thats why i'm always trying to work even harder

an idol who genuinely loves what she does and has so much love and gratitude for her fans…. oh my best girl kim gaeul 🥹 [what does dive mean to gaeul?] 🦊 i feel this on every tour, but dive is what makes me give my all in every single moment 🦊 when you're constantly traveling overseas and performing the same show over and over you can get a little tired 🦊 but the moment i see dive's faces, all that exhaustion disappears 🦊 they've made time and put so much love into coming to see us perform, so i feel like i could never give anything less than my best 🦊 ... and when i see dive smiling [imitates dives] when i see dive looking like this i can really feel, "they love me" and, "i want to give just as much love in return" thats why i'm always trying to work even harder

aris

12,140 görüntüleme • 2 ay önce

The UK is pricing out innovation with bloated compliance and unclear rules. Startups are being squeezed out while only the largest firms can afford to stay. Regulators failed to act on industry advice. Companies are leaving, growth is hindered, and we’ve lost any chance of a second-mover advantage. The real question is whether we’ll ever catch up. How did the UK, once a global leader in financial services and computer science, fall so far behind? Financial Conduct Authority

The UK is pricing out innovation with bloated compliance and unclear rules. Startups are being squeezed out while only the largest firms can afford to stay. Regulators failed to act on industry advice. Companies are leaving, growth is hindered, and we’ve lost any chance of a second-mover advantage. The real question is whether we’ll ever catch up. How did the UK, once a global leader in financial services and computer science, fall so far behind? Financial Conduct Authority

Decentra Suze

11,089 görüntüleme • 1 yıl önce