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Intel (INTC) CEO says couple customers knocking on his door now after 18a process tech doing well; of there is any slowdown, it would be from memory - Cisco AI summit

The comments from Intel's CEO signal strong demand from customers amidst advancements in their 18A process technology.

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NVIDIA (NVDA) CEO says AI will lead to cheaper energy costs

Commonwealth LNG to provide 1mln tonnes per annum of LNG for 20 years from export facility in Cameron, Louisiana

Intel (INTC) CEO says couple customers knocking on his door now after 18a process tech doing well; of there is any slowdown, it would be from memory - Cisco AI summit

US House Speaker says that the government funding legislation should pass despite the difficult procedural vote

A U.S. F-35C shot down an Iranian Shahed drone that flew "aggressively" and with "unclear intent" toward the USS Abraham Lincoln aircraft carrier in the Arabian Sea today, a US Central Command spokesperson confirms, CBS reports

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  • Knowledgeable people told him the US is behind China on open-source AI.
  • CEO was shocked to find Huawei has hired top chip architects.
  • Will build GPUs in the future.
  • Doubling down on glass as key material for chipmaking.
  • ‘No relief’ on memory shortage until 2028.
Context

However, the expectation of ongoing memory shortages until 2028 suggests potential supply chain issues could impact overall semiconductor production, particularly for memory products, influencing future earnings and investment interest in the sector.

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