I know that any time I talk about semiconductors, a significant percentage of my readership’s eyes glaze over, but this is Big Freaking News.
Intel shares rose 6% in premarket trading after Reuters reported that Taiwan Semiconductor Manufacturing, or TSMC, had approached US chip designers Nvidia, Advanced Micro Devices, and Broadcom about taking stakes in a joint venture that would operate the struggling chipmaker’s factories.
Four sources told Reuters that the Taiwanese chipmaking giant would run Intel’s foundry division under the new proposal, producing chips tailored to customer requirements but not owning more than 50%. The sources added that Qualcomm has also been approached about the venture.
TSMC is far and away the largest chip foundry (a company that builds chips for other companies, but doesn’t design its own chips) in the world, and the one with a clear technological lead over everyone else. TSMC has the third largest market cap of any semiconductor company.
Broadcom is the second-largest semiconductor company in the world by market cap, and they have their fingers in a lot of different pies: networking, wireless, storage, you name it. They’re generally considered a fabless chip designer, but the company is such a weird amalgamation of other companies (what we call Broadcom used to be Avago until they acquired Broadcom in 2016) that they might still have a lower end fab or two lurking somewhere in the company. They also use TSMC as a foundry, though I’m not sure how extensively. They’ve also recently made a big move into software, acquiring CA Associates and VMWare, among others.
Nvidia is a fabless chip designer (the sort of company that contracts with foundries to fab their chips) that went heavily into high end GPUs (the chips that render video for your PC, in Nvidia’s case geared toward high end games and other highly demanding tasks), then crypto-mining chips, and more recently into chips geared for AI applications, all very lucrative market segments, which has made Nvidia not only first among semiconductor market cap, but among the largest companies by market cap in the world (along with Apple and Microsoft). Nvidia has their chips fabricated by TSMC, as well as some by Samsung and GlobalFoundries, which was spun off from…
Advanced Micro Devices, which used to be an Integrated Device Manufacturer (or IDM, a company designs their own chips and builds them in their own fabs) creating Intel-compatible CPUs, but eventually spun off their fabrication plants as GlobalFoundries because they couldn’t keep up with Intel’s capital spending. AMD also has some of their highest end chips fabricated by TSMC. If AMD were to help take over Intel, it would be an extremely ironic ending to a longtime rivalry.
Qualcomm is a lot like Broadcom: A mostly fabless design house with its fingers in lots of different pies, and they’re about the sixth largest semiconductor company by market cap. Broadcom tried to acquire Qualcomm in 2017-18 and was blocked by the Trump45 administration.
Intel is an IDM, and for decades was the undisputed “chipzilla” of the semiconductor world. Intel’s CPUs were the dominant processor for the vast majority of the last 40 years and a huge ingredient for helping create the PC revolution. Intel used to be the technology process leader as well, but somewhere along the way they screwed up their sub-10nm process nodes, allowing TSMC to take the process technology crown. Indeed, they screwed up so badly that they’ve been forced to have TSMC fab some of its highest end chips. Despite having a vast number of fabs, Intel’s market cap has slipped down to 16th among semiconductor companies.
Back to the piece:
The sources noted that the Trump administration is exploring ways to revive Intel and strengthen US manufacturing under the ‘America First’ agenda. They added that TSMC’s joint venture pitch to chip designers took place before the company, alongside President Trump, announced plans last month to invest $100 billion in semiconductor manufacturing in the US, building on its existing $65 billion investment in its Phoenix, Arizona, factories.
Any deal between TSMC and Intel would be subjected to approval from the Trump administration.
If the Trump Administration’s goal is to increase available sub-10nm wafer starts (and it should be) and maintain American control of Intel’s fabs, then this proposal is a win-win. Intel’s fabs plus TSMC’s tech would create a foundry powerhouse. It wouldn’t happen overnight (nothing in semiconductors happens overnight), but probably in 12-24 months, depending on how quickly the new entity can acquire the necessary pieces of equipment to upgrade Intel’s fabs to thee new tech (I’m guessing that the availability of ASML steppers will, as usual, be the gating factor). And all this without the tens of billions in taxpayer subsidies for the CHIPS Act.
If this goes through, it would have mostly winners, with a few losers:
Winners
Every company that’s part of the deal. TSMC gets to radically expand production capacity without spending $20 billion+ to build a new fab. Nvidia, AMD, Broadcom and Qualcomm gain a lot more capacity for expanding production of their high end chips. Ditto for Apple (who’s not part of the deal, but who is TSMC’s biggest customer and a big demand driver for cutting edge fab capacity) and every other consumer of sub-10nm chips.
AMD additionally gets the egoboo of partially taking over its longtime hated rival and confirming it’s crown as the x86/x64 chip manufacturer of choice. Plus their then-risky decision to spin off GlobalFoundries looks like a genius move in hindsight.
The Trump Administration, which gets to take credit for vastly increasing American Foundry capacity at zero additional taxpayer expense and keeps Intel under American control.
Semiconductor equipment manufacturers like ASML, Applied Materials, LAM Research, Tokyo Electron and KLA (short term). It’s likely most or all of those companies (along with smaller players like Axcelis and Teradyne) will receive a bump in extra sales from leveling up Intel’s fabs to run TSMC’s process.
American chip startups: With so much high end capacity becoming available, existing and potential chip startups are going to look like more attractive investment capital opportunities.
ARM Holdings: ARM doesn’t make chips, they’re an IP design house that licenses their functional chip blocks to other chip designers. Just about every foundry and IDM is a licensee (yes, including Intel and TSMC), so unleashing more chip designs will almost certainly result in more royalties for ARM. (Nvidia tried to buy ARM in 2020, and regulators quashed that idea good and hard.)
Intel investors, who will either get a big lump-sum payment or shares in the new, probably far more profitable company (depending on how the buyout is structured).
Even Intel wins long-term by unleashing existing fab capacity to take on new business not tied to its faltering CPU manufacturing model. And actually, with TSMC’s process, Intel has a chance to recover in the CPU space as well.
Losers
Samsung: Along with TSMC and Intel, Samsung (which has both IDM and foundry components) has some of the best sub-10nm process tech in the world. They gain a whole lot of unleashed competition and stand on the outside looking in.
Intel‘s dreams of reclaiming their spot at the top of the heap, and suffering the indignity of being partially owned by AMD. How the mighty have fallen.
Every Chinese fab, which goes from “very far behind” to “even further behind.”
Semiconductor equipment manufacturers (long term): They better enjoy the out-of-band upgrade money from retrofitting Intel’s fabs, as it will likely mean a significant delay in anyone building a new cutting edge wafer fab for quite a while. And having two of their biggest customers team up is probably going to put them under a lot of downward pricing pressure.
GlobalFoundries (and other trailing edge foundries) might lose some business, but there’s very little overlap between Intel/TSMC cutting edge processes and GlobalFoundries trailing-edge fabs. Ditto UMC.
Are there anti-trust concerns with such a heavy accumulation of cutting edge process technology? Oh yeah. Big time. But almost all of those concerns were already there in some form or another thanks to the interconnected “cooperation” nature of the industry. All those companies going in with TSMC were already getting chips fabbed by TSMC. Samsung could try to claim that the deal would result in TSMC having a de-facto monopoly on sub-10nm foundry business, but it wouldn’t start with one, and that business isn’t the whole of foundry business (though it is the most profitable part), much less semiconductors as a whole.
Given that this would go a long way toward achieving Trump’s goal of increasing cutting edge fab capacity in America, I would imagine that the Trump47 administration could very well be persuaded to let this deal go through.
Because I had to get out my book catalog last week, I’ve been as busy as Kathleen Kennedy on Ruin Star Wars Day, so this is another two-weeks crammed into one LinkSwarm. It’s just been a packed two weeks, with so many major stories breaking up not going to tease them up here, so let’s jump right in.
A new report has revealed that 21 George Soros-linked district attorneys across the United States have been replaced by “tough-on-crime” prosecutors. The report also noted that four have left office, either through recall efforts or other means.
Among those listed by the Law Enforcement Legal Defense Fund were former Portland District Attorney Mike Schmidt, who lost a May election to Democrat challenger Nathan Vasquez, Western Judicial Circuit District Attorney Deborah Gonzalez, who lost her reelection bid to Kalki Yalamanchili, and Kim Foxx, the former Cook County State’s Attorney who in 2023 announced that she would not seek reelection.
For those who were removed from office, there is Hinds County District Attorney Jody Owens, who in November was indicted on federal bribery charges, and Alameda County District Attorney Pamela Price, who was recalled last month after serving just 18 months in office, per The National News Desk.
Replacements also noted by the report were Los Angeles County District Attorney George Gascon, who lost to challenger Nathan Hochman in last month’s election, and former Baltimore City State’s Attorney Marilyn Mosby, who lost the 2022 Democratic primary election to Ivan Bates. Since her election loss, Mosby has been found guilty of one count of mortgage fraud.
All of them need to go.
Speaking of Soros tools: Subway Samaritan Daniel penny found not guilty on all charges. Just like Kyle Rittenhouse, he never should have been charged in the first place. Soros tool Alvin Bragg needs to be impeached and removed from office.
Christopher Wray steps down as FBI head. This shouldn’t keep the Trump Administration from prosecuting for his manifest interference in the political process.
More Democratic Party fundraising fraud. “ActBlue, the massive online fund-raising platform for liberal causes, has informed Congress it did not automatically block donations made with foreign-bought gift cards until recently.” Almost like the entire party is a giant money laundering scam…
Busted. “Georgia Court Removes Fani Willis from Trump Case over Relationship with Special Prosecutor.”
An appellate court removed Fulton County district attorney Fani Willis (D) from the racketeering case against President-elect Donald Trump over her romantic relationship with special prosecutor Nathan Wade.
Georgia’s court of appeals ruled Thursday that Willis will be removed from the case because of the appearance of misconduct surrounding her relationship with Wade, but did not throw out the case all together.
“While we recognize that an appearance of impropriety is generally not enough to support disqualification, this is the rare case in which disqualification is mandated and no other remedy will suffice to restore public confidence in the integrity of these proceedings,” the three judge panel ruled.
Left unstated is that her lawfare attack on Trump was both illegal and unconstitutional.
He also handed Iran access to $10 billion, because promoting terrorism, plotting to destroy Israel, and trying to build nuclear weapons are activities that Democrats seem eager to reward.
Winning. “ABC News and anchor George Stephanopoulos have reached a settlement in a defamation suit brought by President-elect Donald Trump, which requires the network to apologize, contribute $15 million to a ‘Presidential foundation and museum to be established by or for Plaintiff,’ and pay Trump’s legal team $1 million.”
The battle lines are now drawn between West Coast liberals, Bernie Sanders-socialists and moderate technocrats in the Midwest, who insist the party has completely lost touch with the average American voter.
But first, there is one thing that all sides seemingly agree on: The current political establishment must be chased out of national politics for good. A reckoning is coming.
‘The people that are responsible for this s**tshow are the Obama people. They’re just grifters,’ a well-connected Democratic donor exclusively told Daily Mail. He singled out Jen O’Malley Dillon, who went from Biden 2024 campaign chair to serve in the same role for Harris’s camp, and David Plouffe, an ex-Obama 2008 campaign manager turned top Kamala adviser.
“Trump sues Des Moines Register, pollster for ‘brazen election interference’ over faulty polling in presidential race.” I think it’s very unlikely that Trump will win this lawsuit, thanks to First Amendment protections and the “absence of malice standard.” Plus pollster Ann Selzer can always just claim “I just sucked at my job.” She retired after the election.
Israel pounded Syrian army bases on Tuesday in strikes it says aim to keep weapons from falling into hostile hands, but denied its forces had advanced into Syria, toward Damascus, beyond a buffer zone at the border.
Regional security sources and officers within the now-fallen Syrian army who spoke to Reuters described Tuesday morning’s airstrikes as the heaviest yet, hitting military installations and airbases across Syria, destroying dozens of helicopters and jets, as well as Republican Guard assets in and around Damascus.
The rough tally of 200 raids overnight had left nothing of the Syrian army’s assets, said the sources.
The Israeli Air Force has carried out over 300 airstrikes in Syria since the collapse of the regime, destroying advanced weapons and other capabilities.
Strikes reportedly carried out by Israel in Damascus’s Barzeh area completely destroyed a defense ministry research center, AFP correspondents reported on Tuesday. Western countries including the United States struck the facility in 2018, saying it was related to Syria’s “chemical weapons infrastructure.”
Plus they sunk the entire Syrian navy.
Speaking of pounding the snot out of things:
According to a US official, the US used B-52 bombers, F-15 fighter jets and A-10 aircraft to strike ISIS leaders, operatives and camps in central Syria. pic.twitter.com/QreZe4ATau
“Palantir CEO Alex Karp Eviscerates Democrats: Voters ‘Do Not Want To Hear Your Woke Pagan Ideology.'”
Alex Karp, the co-founder and CEO of Palantir, said late last week that Democrats lost the 2024 election because they did not understand the fundamental human desire to feel safe.
Karp made the remarks during a panel discussion at the Reagan National Defense Forum while talking about what Americans expect out of the U.S. government.
“Americans are the most loving, God-fearing, fair, least discriminatory people on the planet,” he said. “They want to know that if you’re waking up and thinking about harming American citizens, or if American citizens are taken hostage and kept in dungeons, or if you’re a foreign power sending fentanyl to poison our people, something really bad is going to happen to you and your friends and your cousins, and your bank account and your mistress, and whoever was involved.”
He continued, “When Americans are spending a trillion dollars on ‘defense,’ what I want and what I think my peers want is: why are these people keeping our citizens as hostages, torturing our people, attacking our allies, maligning us in what was once called the United Nations — basically a discriminatory institution against anything good? We need to stand up and those people need to be scared.”
He said that it was critical for the U.S. to dominate because “we have the best products in the world, and we can not have parity.”
“Our adversaries do not have our moral compunction,” he said. “If it is even, they will take advantage of our niceness, our kindness, our desire to be at home in Nebraska and New Hampshire or wherever we live, in our peaceful environments.”
“They need to wake up scared, and go to bed scared, and if you give that to the American people, the American people will go back and say — and honestly, I probably shouldn’t say this, this is why I thought the Democrats were going to lose the election, and why they did, because people want to live in peace,” he continued. “They want to go home. They do not want to hear your woke pagan ideology. They want to know they’re safe. And safe means the other person is scared. That’s how you make someone safe.”
Democrats are now, finally, pissed at Obama. “There are people there are people who are now multi-millionaires as a result of the Harris campaign, and we know exactly who they are. And I just want to say that half a billion dollars in advertising went to just four well-heeled Democratic firms. This whole thing is deeply incestuous.”
“Ozy Media Founder Carlos Watson Sentenced To Hefty Prison Term For Defrauding Investors. [He] was sentenced to 116 months, or nearly ten years, in prison for conspiracy to commit securities fraud, conspiracy to commit wire fraud and aggravated identity theft in an unusual case that briefly captivated the media world.”
More of that voting fraud Democrats swear doesn’t exist. “2020 Carrollton Mayoral Candidate Admits to Mail Ballot Fraud. Zul Mohamed pleaded guilty Monday to 109 voter fraud felonies.”
“After Donald Trump flipped his county for the first time in a century, longtime Democratic Webb County Judge Tano Tijerina has announced he is switching parties to the Republicans saying that “the [Democratic] party left me, and the people of South Texas behind.”
Three U.S. Army soldiers have been arrested in Texas on criminal charges relating to smuggling illegal aliens.
The three soldiers were based at Fort Cavazos, which is near Killeen in Central Texas.
Fort Cavazos is The Fort Formerly Known As Fort Hood. I might have been a little more worked up over the name change if Hood hadn’t been such a shitty general.
U.S. Border Patrol agents made an initial traffic stop of a suspicious vehicle in the city of Presidio, located in West Texas on the Rio Grande. As an agent approached the vehicle’s passenger side, the driver sped away—hitting a second Border Patrol vehicle and injuring the agent inside.
The vehicle was eventually stopped by local law enforcement officers who detained four individuals in the car. Three were illegal aliens, and one was identified as U.S. Army soldier Emilio Mendoza Lopez.
The driver of the vehicle was reported as being another soldier named Angel Palma, who fled on foot from the vehicle but was located in Odessa a day later.
Presidio is nearly 500 miles away from where the soldiers were stationed.
“Mendoza Lopez and Palma allegedly traveled from Fort Cavazos to Presidio for the purpose of picking up and transporting undocumented noncitizens,” announced the U.S. Attorney’s Office for the Western District of Texas. “A third individual, Enrique Jauregui, is alleged to be the recruiter and facilitator of the human smuggling conspiracy.”
Three Texas teachers made news last week over charges of child pornography—also known as child sexual abuse material, as the images and videos depict sex crimes being committed against minors.
The educators worked in Dallas, Leander, and Wall Independent School Districts. Two of the three taught band.
On December 13, Dallas Police arrested Sean Turner, 34, and charged him with possession of pornography featuring a child younger than 10 years old—a first-degree felony.
Snip.
Retired principal Curtis John Locklear was arrested December 12 and charged with felony possession of child porn.
Locklear was arrested by the Montgomery County Precinct 3 Constable’s Office working with the Houston-area Internet Crimes Against Children (ICAC) task force.
Snip.
Also on December 12, a federal judge sentenced Joshua Carroll to 30 years in prison for possessing and producing child porn.
Carroll was an assistant band director in Wall ISD from January 2022 until his crimes were discovered earlier this year.
Texas Republican Congressman Dan Crenshaw got dinged by the Internet for insider trading. So then Crenshaw attacked the Internet. It didn’t go well for him.
Google on Monday introduced a new chip called Willow, which solved in five minutes a computing problem that would take a classical computer more time than the history of the universe.
Tech companies are chasing quantum computing in hopes of developing systems that perform at speeds far faster than traditional silicon-based computers.
The building blocks of quantum computers, called “qubits”, while being fast, are error-prone, making it hard to ensure quantum computers are reliable and commercially viable.
The more qubits used in quantum computing, the more errors typically occur. But Google said on Monday it found a way to string together qubits in the Willow chip so that error rates decline as the number of qubits rise, adding that it can also correct errors in real time.
My understanding of how quantum computers work is limited to popular explanations, but D-Wave is evidently still in business, so maybe they work?
The trailer for James Gunn’s Superman dropped. I’ve never seen a Superman film in theaters, and this will not be getting me in. But you’ve got to give Gunn credit for thinking way outside the box and including Krypto the Superdog and Hawkman, two characters that absolutely no one in the greater viewing public was clamoring for.
On Joe Rogan, Peter Thiel has an interesting answer to conservatives wondering why California hasn’t collapsed already: California is essentially Saudi Arabia.
Joe Rogan: “California just jacked their taxes up to 14[% at the highest marginal rate], what was it, 14.4[%]?”
Peter Thiel: Something like that, yeah. 14.3[%] I think.”
JR: “You want more money for doing a terrible job, and having more people leave for the first time ever.”
PT: “But it gets away with it.”
JR: “I know! People are forced with no choice. What are you going to do?”
PT: “There are people at the margins who leave, but the state government still collects more and more in revenues. You get 10% more revenues and 5% of the people leave you still increase the amount of revenues you’re getting. It’s inelastic enough that you’re actually able to increase the revenues.”
PT: “This is sort of the the crazy thing about California. There’s always sort of a right-wing or libertarian critique of California that it’s such a ridiculous place, it should just collapse under its own ridiculousness and it doesn’t quite happen.”
PT: “The macroeconomics in it are are pretty good. 40 million people, the GDP is around 4 trillion. It’s about the same as Germany with 80 million, or Japan with 125 million. Japan has three times the population of California same GDP means one-third the per capita GDP, so there’s some level on which California as a whole is working, even though it doesn’t work from a governance point of view.”
PT: “The rough model I have for how to think of California is that it’s kind of like Saudi Arabia. They have a crazy religion, wokeism in California, Wahhabism in Saudi Arabia. You know not that many people believe it, but it it distorts everything.”
PT: “Then you have like oil fields in Saudi Arabia and you have the big tech companies in California, and the oil pays for everything.”
PT: “Then you have a completely bloated, inefficient government sector, and you have sort of all sorts of distortions in the real estate market where people also make lots of money, and sort of the government and real estate are ways you redistribute the oil wealth. And that’s the big tech money in California.”
PT: “It’s not the way you might want to design a system from scratch, but it’s pretty stable. People have been saying Saudi Arabia is ridiculous, it’s going to collapse any year now. They’ve been saying that for 40 or 50 years. But you know, if you have a giant oil field you can pay for a lot of ridiculousness.”
PT: “I think that’s the way you have to think of California. There’s things about it that are ridiculous, but there’s something about it. It doesn’t naturally self-destruct overnight.”
JR: “There’s a lot of people that are still generating enormous amounts of wealth there, and it’s too difficult to just pack up and leave.”
PT: “I think it’s something like four of the eight or nine companies with market capitalizations over a trillion dollars are based in California: Google, Apple, now Nvidia, Meta…I think Broadcom is close to that.”
Thiel also points out the great weather, and notes that there’s no large enough city in a zero income tax state tempting enough (at least for him) to move to. Austin he dismisses because “Austin’s a government town and a college town and a wannabe hipster San Francisco town, so in my books, three and you’re kind of out.”
Of course, the big difference between Apple, Nvidia, etc., and Saudi Aramco, is that all those tech companies could still move to another state, as Elon Musk proved by moving much of Tesla and SpaceX to Texas. But that oil isn’t going anywhere until the Saudis (or the western companies they hire) pump it out.
Also, under Crown Prince Mohammed bin Salman, the Saudis have sidelined the Wahhabist clerics, so that the state religion is moving (if slowly) in a more modern direction.
Alas, since the pact between Muhammad bin Saud and Muhammad bin Abdul Wahhab dates back to about 1745, this metaphor suggests that wokeism still has a quarter millennium to run.
Let’s hope that the poisoned cult of social justice has a much shorter stretch until its richly deserved demise.
Last week I had to put Jigsaw, my loyal dog of 13+ years, to sleep due to cancer. He was a good boy and I miss him very, very much, but life goes on.
Anyway, I hope you’re having a better week…
Democrats want to end ICE. Because illegal aliens do the jobs Americans won’t do: voting for Democrats.
The shoe drops: “Theranos founder Elizabeth Holmes was charged with ‘massive fraud’ by the Securities and Exchange Commission Wednesday, a downbeat coda to a once high-flying Silicon Valley start-up that promised to revolutionize the blood analysis process.” Snip. “She will pay a $500,000 penalty, be barred from serving as an officer or director of a public company for 10 years, and return 18.9 million shares she amassed during the alleged fraud. Holmes also cedes her voting control of the company she founded in 2003 at the age of 19 after dropping out of Stanford University in order to pursue her start-up.” Remember when Holmes was held up as the poster child for a bold new wave of female Silicon Valley CEO’s? Pepperidge Farm remembers…
Hey, want to guess who Theranos hired to blunt investigative journalism into its fraudulent business practices? Would you believe Fusion GPS?
Shout Factory buys the rights to Roger Corman’s New Horizons back catalog. Among other things, it means that MST3K will be able to automatically get the rights to any of those for future episodes…
Welcome to an out-of-band Saturday LinkSwarm! Between Halloween, dental work, and a runaway dog (since recovered), this week has been a bear. So let’s jump right in:
“A former portfolio manager for an investment fund founded by financier George Soros sexually abused women at a Manhattan penthouse dungeon, according to a $27 million Brooklyn federal suit.” “Abused” as in “needed serious medical attention.” Also, here’s the “he’s a real sweetheart” money quote: “I’m going to rape you like I rape my daughter!” (Hat tip: Ace.)
Today’s second example of a prominent liberal turning out to be a sexual harassing sleaze comes to you from David Corn at Mother Jones. Maybe they should rename it Velvet Jones…
Instapundit wonders: Where were all those vaunted Hollywood and D.C. truth tellers when Harvey Weinstein and Mark Halperin were doing their thing? “‘Like firefighters who run into a fire, journalists run toward a story,’ MSNBC’s Katy Tur told us. Well, unless it’s a story that reflects badly on their profession or their politics. Then they keep it quiet.”
The DNC needs IT people. Tiny problem: straight white males need not apply. Sort of like saying “Professional basketball players needed, but no tall black people need apply.”
“How Google and MSM Use “Fact Checkers” to Flood Us with Fake Claims.” Basically it involves one tentacle of the Democrat-Media Complex creating a fake version of a real story, then having another tentacle debunk the fake version claiming it’s the real version. (Hat tip: Borepatch.)
Papa Johns would like the NFL to stop screwing up their sales with the disrespecting the national anthem bullshit.
Broadcom expected to offer $100 billion merger with Qualcomm, which would make it the third largest chipmaker in the world after Intel and Samsung. Note that Qualcomm is already in the midst of a merger with NXP (formerly Philips Semiconductors, which just finished merging with Freescale, formerly Motorola’s fab business until it was spun off). Also note that, unlike Intel and Samsung, Broadcom currently owns no wafer fabrication plants of its own, outsourcing production to foundries like TSMC or Global Foundries. (Though merging with Qualcomm would get them the former NXP fabs.)
Wendy Davis is now running…some lefty feminist thing. Unclear whether it’s actually designed to do anything, or just line Davis’ pockets. Judging how poorly her 2014 gubernatorial campaign was run, I don’t foresee it accomplishing much.
Want to put up a garage sale or lost pet sign? Not in Fort Worth, comrade! “People who break the sign law could be convicted of a misdemeanor and fined up to $2,000 per day for each violation.”
Evidently there’s a sport called “baseball,” and Houston has a team called the “Astros.” Evidently they just won something called “the World Series, which supposedly some sort of big deal.
(@NOELreports) 
