AMD Just Showed Us What the Next Decade Looks Like
320 billion transistors, humanoid robots, lunar computing, and three high schoolers who had never trained an AI model
Jan 6 • Semiconductor Ambassador.

December 2025

U.S. Government semiconductor investment Roadmaps
A Letter to Everyone Who Cares About America’s Future
Dec 15, 2025 • Semiconductor Ambassador.
The Genesis Mission: What the Semiconductor Industry Needs to Know About America's AI Manhattan Project
By Robert Quinn
Dec 1, 2025 • Semiconductor Ambassador.

November 2025

Tesla Needs 100,000 Wafers Per Month by 2030. The Supply Chain Isn't Ready.
When One customer needs 100,000 wafers monthly by 2030. The supply chain can't handle what happens when everyone else needs the same thing.
Nov 14, 2025
Why Supply Chain Strategy is Becoming a Board-Level Issue
From Fragility to Fortress: Unlocking 20-Year Chip Security Without Tying Up Capital
Nov 11, 2025 • Semiconductor Ambassador.

August 2024

THE SEMICONDUCTOR INDUSTRY CENSUS 8/15/24
Your Daily Review of Today's Most Crucial Semiconductor Industry News! By: Robert Quinn
Aug 16, 2024 • Semiconductor Ambassador.
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