Monday, March 31, 2025

An interview with White House OSTP Director Michael Kratsios, a Peter Thiel protégé confirmed by the Senate on March 25, on US plans to counter Beijing on AI (Amrith Ramkumar/Wall Street Journal)

Amrith Ramkumar / Wall Street Journal:
An interview with White House OSTP Director Michael Kratsios, a Peter Thiel protégé confirmed by the Senate on March 25, on US plans to counter Beijing on AI  —  Michael Kratsios will work to counter Beijing without disrupting U.S. businesses  —  WASHINGTON—Many Trump …



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TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue (Dylan Butts/CNBC)

Dylan Butts / CNBC : TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or sm...