Chips, AI, and Us: How Policy and Progress Collide

Chips, AI, and Policy: How Progress Meets Economic Decisions

It’s fascinating to see how deeply intertwined technology, economic policies, and even political decisions have become. As someone who’s spent decades in the tech world, I’ve watched this intersection evolve, and today, it feels more critical than ever. Think about the semiconductor industry. These tiny chips are the brains behind almost everything we use, from … Read more

Chip Tariffs Are Coming: Who’s Safe and Who’s Not?

Chip Tariffs on the Horizon: Analyzing the Impact on Tech Companies

It looks like the tariff landscape is shifting again, and this time, the semiconductor industry is in the crosshairs. Recent talk suggests that “fairly substantial” tariffs on chips are on the way. But before we dive into what that might mean, there’s a ray of good news for some of our biggest tech players – … Read more

Chips, Sovereignty, and a Historical Pattern

Chips, Sovereignty, and a Historical Pattern

Hello everyone, Eleanor here. Today, I want to talk about a recent development that really caught my eye – the confirmation that Nvidia and AMD will be contributing 15% of their China chip revenue to the U.S. government. This news, dated August 12, 2025, brings to mind many historical instances where governments have stepped in … Read more

Chips, AI, and Our Shifting World

Chips, AI, and Their Societal Impact: A Look from Silicon Valley

It’s August 2025, and looking back at my career, the pace of technological change feels like it’s only accelerating. Today, I want to talk about something fundamental: semiconductors, the tiny engines powering our digital lives, and how they, along with artificial intelligence, are reshaping our society and economy. We’ve all heard about AI. It’s not … Read more