Insights from the Inside

Insights from the Inside

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2nm: The $40 Billion Gamble That Will Reshape the Semiconductor Landscape
Why the next process node isn’t just about performance-per-Watt — it’s about who survives the EDA and ecosystem upheaval.
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Michael Sanie
From Oil to Algorithms: Trillion-Dollar Capital Shift in Global AI Geopolitics
How the US, UAE, and Saudi Arabia are forging a new axis of AI power – possibly reshaping the semiconductor and data center landscape for decades to…
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Michael Sanie
From GDSII to GPT: Why Chip Engineers Must Think Like Prompt Engineers
Exploring the AI Revolution in Semiconductor Design — And It Speaks Your Language!
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Michael Sanie
Cinco de Moore’s Law: Five Reasons Semiconductors are Hotter than Ever
Chips and Salsa: AI, Edge, Packaging, ... for Next-Gen Computing and Global Growth
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Michael Sanie
The Race to 1nm Isn’t Just About Physics. It’s About Dominance.
How the next node defines the next leaders.
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Michael Sanie
Is the US Data Center Buildout Safe from Tariffs? For How Long?
Navigating the tightrope of loopholes, politics, and GPUs
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Michael Sanie
The $10 Billion Flex: What Broadcom’s Buyback Says About the Future of Chips
While rivals double down on R&D, Broadcom is betting Wall Street wants confidence — not capital intensity.
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Michael Sanie
Insights from the Inside
Insights from the Inside
Insights for institutional investors from executives in Silicon Valley

Insights from the Inside

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