Intel, Broadcom, TSM, Apple -- It's Getting Exciting -- Sixth Industrial Revolution -- February 16, 2025

Locator: 48568TECH.

Link here. 

Exclusive from The WSJ -- story broke last night. I was involved in other activities last night -- not interested in posting then. See screenshot below.

Tomorrow is a holiday. 

We'll see Tuesday what traders think of this. 

Current CEO of Intel has been shopping his company; had "long" been rumored this might happen -- Broadcom interest in Intel. At one time it was rumored that Broadcom was going to buy the whole company (Intel) but that didn't pan out -- that talk lasted about a week. 

From January 14, 2025:

• Intel (INTC): will separate its "VC arm, INTEL Capital, as a separate entity with a new name; stand-alone operations to begin in 2H25.
• Apple - TSMC: Apple is getting close to verifying the processors made at TSM's Arizona fab. Many said it couldn't be done this fast (or ever, in some cases). 

Many, many updates on the blog: search AVGO, INTC, Broadcom, NVDA, Apple, AAPL, Intel, ARM, OpenGPT. Search one word at a time or in combination.

It's impossible to keep up, but for the long-term investor, not particularly necessary to know all the minor details; keep eyes on Trump, tariffs, sixth industrial revolution (some mistakenly call it the fourth industrial revolution). Nvidia and Apple are in two different investing sectors -- those are probably the most important for long term investors to follow, although not necessarily to invest in. The "Mag 7" are still the ones to watch. See disclaimer.

Last night, link above.

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Disclaimer
Brief Reminder 

Briefly:

• I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  
• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  
• If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
• I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
• Longer version here.    
  

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Tech

As a reminder, I track tech here.

Updates

February 16, 2025: Intel, TSM, Broadcom, AVGO. Link here.

January 21, 2025: Project Stargate. A network of large data centers across the US to be HQ'd in Texas; SoftBank, Arm, Oracle looking at $500 billion investment. MSFT said to be part of the deal

January 5, 2025: Baltra, Broadcom, Apple, NPUs, AI hookup. Link here.

January 4, 2025: Intel (INTC) is doing worse than you think. Link here.

December 13, 2024: Morgan Stanley -- #1 stock in 2025 -- AAPL.

December, 13, 2024: AVGO joins the $1-trillion club. Link here.

December 11, 2024: Broadcom said to be designing an AI service chip for Apple. Link here.

December 3, 2024: Partnership between Amazon and Apple, link here.

November 14, 2024: the mess over at Intel (INTC).

October 17, 2024: Intel -- the spin-offs begin. Altera.

September 21, 2024: wiki updates CPU -- the number of transistors on a chip.

September 11, 2024: the A18. For the iPhone 16.

September 9, 2024: Larry Ellison, Oracle, announces partnership with AWS!

September 3, 2024: Intel shipping Core Ultra 200V (codenamed: Lunar Lake) -- direct competitor to Qualcomm's Snapdragon and AMD's Strix Point chips.

August 28, 2024: CrowdStrike to partner with Nvidia. Link here.

August 19, 2024: system on a chip -- the moment the industry shifted its focus. 

August 19, 2024: Intel Gaudi 3.

August 14, 2024: Intel, Lunar Lake.

July 31, 2024: CNBC practically giddy over the amount of money META and MSFT are going to be spending on Nvidia chips. Apparently META is Nvidia's biggest customer, and MSFT is going to spent $85 billion on Nvidia chips this year. Needs to be fact-checked -- heard in passing. 

July 28, 2024: brand new Intel chips are frying brand new PCs. Fried chips can't be fixed; new chips will be protected when fix is released in .... August.

June 17, 2024: SoC / SiP update with focus on Apple M4.

June 10, 2024: Apple introduces Apple Intelligence, WWDC, keynote address, June 10, 2024. So, now we have two biggies in the past year or so with Apple -- Apple Silicon and Apple Intelligence (Apple's name for AI).

June 6, 2024: Memphis, Musk and more; LOL. 

• alliteration. From The WSJ. Link here.
• pending approval by local authorities. LOL. As if it won't be approved.
• xAI was launched last summer; buying all the Nvidia chips he can

May 11, 2024: US AI.

April 26, 2024: Intel, INTC, 1Q24 earnings.

April 25, 2024: CPUs, GPUs, FPGAs.

April 16, 2024: Intel (INTC).

August 14, 2023: the fourth update of CPUs, GPUs, cores, and threads.