Mar 3 – both Nvidia and Broadcom shall use Intel as a foundry to produce chips.
This should add additional pressure to gross profit margin to both companies.
Feb 25 – Apple shall invest $500bn in the US in the next 4 years, including a new advanced manufacturing facility in Houston to produce servers for Apple Intelligence and Private Cloud Compute.
Apple also supported billions of $$ for TSMC’s Fab 21 facility in Arizona.
Not to mention the rollback of those DEI policies across companies, e.g.