Good Morning, below is a roundup of news I found interesting this week.

Semtech's strong Q1 performance and TSMC's record-high shares, driven by AI demand, underscore the semiconductor industry's growth. The semiconductor machinery market is expected to nearly double by 2029, fueled by AI advancements and increased investment. The CHIPS Act is boosting US production and raising land values near semiconductor plants.

At Computex 2024, Intel's CEO challenged Nvidia's AI dominance, stressing the need for innovation and competition. However, AI technologies also bring employment challenges, potentially leading to job displacement, making strategic adaptation essential for a sustainable future.

For more insight, please read my posts from this week:

• Semtech Exceeds Expectations, TSMC Hits Record Highs, and AI's Impact on Jobs

• Intel CEO Challenges Nvidia on Semiconductor Fundamentals

• Semiconductor Industry Transformation: AI-Driven Growth and Innovative Advances

• The Rich Keep Getting Richer

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If you know anyone who may be a good fit, please share with them.

Thanks,

Jason - [email protected]