Walkabout — Oluwadi Analysis

← Analysis Walkabout — wander by real connection, not category

The US Makes 12% of the World's Semiconductors, Down From 37% in 1990. Micron — Born in a Boise Basement — Just Broke Ground on the Fab Meant to Help Fix That.

US semiconductor manufacturing has fallen from 37% of world supply in 1990 to about 12% today. Micron, founded in 1978 in the basement of a Boise dental office, is now the only major American memory chipmaker and just broke ground on a $15 billion fab meant to help close that gap.

Read this piece →

Where this connects

Silicon Valley's First Hard Drive Was Built by a Company Born in Upstate New York

IBM's San Jose lab shipped the first commercial hard disk drive in 1956, from a plant built for wartime manufacturing. Seventy years late...

IBM Just Showed Off a Chip That Runs Two Instruction Sets at Once. The Company Is 115 Years Old. Most Companies That Old Are Dead.

IBM's new dual-ISA mainframe chip is the same trick it's pulled for 115 years. Sears is the same age and it's dead. The difference isn't ...

Texas Instruments Got $1.6 Billion in Federal Chip Money, Finalized a Month Before Trump Took Office. Under Trump, It Announced $10 Billion More For the Same Plant — With No New Federal Money Attached.

Texas Instruments' $1.6 billion federal chip grant for its Sherman, Texas plant was finalized under the Biden administration a month befo...

A 3D-Printing Startup in Boise Is Building a Second Factory in Louisville. The Reason Is Four Hours of Flight Time, Not Growth.

Slant3D's new Louisville facility isn't about a bigger market -- it's about UPS's Worldport air hub putting 95% of the country within a h...

Broadcom, AMD, Intel, and Micron Are All Posting Record AI Numbers Right Now. None of Them Are Actually Racing Each Other.

OpenAI's new inference chip just beat Nvidia on the test that matters most to OpenAI. That isn't a story about Nvidia losing -- it's a si...

This Site's Servers Sit in Oregon. Its Founders Work From Virginia. It Costs Nothing Extra. A Boise 3D-Printing Company Needs a Second Factory East of the Mississippi Just to Ship on Time.

Where a software company sits relative to its customers is a pure identity choice -- nothing in the economics forces it to be anywhere in...

Start a new walkabout