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Sources: the US DOT plans to use Gemini to draft federal regulations, cutting the process to just 30 days; the DOT used it to draft a still-unpublished FAA rule (Jesse Coburn/ProPublica)

Jesse Coburn / ProPublica : Sources: the US DOT plans to use Gemini to draft federal regulations, cutting the process to just 30 days; th...

26 January 2026

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals  —  You probably think, given this title, you know what this Article is about.  The most advanced semiconductors are made by TSMC …

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