Wednesday, January 14, 2026

Someone's Feeling The Heat In DC -- January 14, 2026

Locator: 49914TECH.

DC: link here. What's going on? Trump administration looking for "leakers." 

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Tech 

TSMC: just bought 900 acres of land in Phoenix for $197 million. Link here. Adjacent to its existing property. 

TSMC: expansion

TSMC: could see lower tariffs. Even before the US Supreme Court ruling.

TSMC: link here.

CAT: hits milestone. Link here

Vera Rubin: ahead of schedule.  

Amazon Prime: NFL streaming.

Apple: the subscription model.  

Micron: SK Hynix plans $3 billion memory-chip plant (South Korea). MU plummets. New fab won't come on-line until 2027. Link here.  

AMD: three ways AMD becomes a successful 2026 story. Shay. Link here. Last five days: