Links: four important links below.
Micron could surge another 40%. Link here.
The queue for storage. Link here.
Largest fab being built in the US. Link here.
Revenue: google -- micron revenue quarterly history 5-year
******************************
Micron vs Sandisk
AI prompt: I think it can be safe to say that Micron and Sandisk are not in direct competition. Though both are in the storage business, they are in different markets. Is that correct?
Reply:
| How AI changed tech stocks, in 1 chart |
 Data: Financial Modeling Prep; Chart: Emily Peck/Axios Memory chipmaker Sandisk is replacing workplace software maker Atlassian on the Nasdaq 100 index, Nasdaq announced late Friday. Why it matters: The small move is a big symbol of what has happened this year as the tech industry adapts to the AI boom. Zoom in: Software companies are getting crushed by the competition in the SaaS-pocalypse, while hardware makers are thriving.
The bottom line: AI has made software uncool and hardware the belle of the ball. |
From The Arizona Republic, April 5, 2026.
Arizona State University will develop its eighth Arizona “innovation zone,” an area that will be devoted to international science and collaboration, near the Taiwan Semiconductor Manufacturing Co. facility in north Phoenix.
The current seven Arizona "innovation zones":
ASU President Michael Crow called the $165 billion TSMC plant near Interstate 17 and Loop 303 the “single most important technological opportunity in Arizona since air conditioning.”
“We are going to concentrate an innovation district there that’s linked to this international science and technology community,” Crow said.
The university appointed Grace O’Sullivan as vice president of TSMC.
Partnership Initiatives, and she works closely with TSMC and semiconductor industry suppliers to address their needs for workforce, research and university partnerships.
O’Sullivan said she is working with Crow and other ASU leaders to design the innovation zone, called the International Science Zone.
“We really see Arizona as becoming that global landing spot,” she said about the area’s ability to attract international companies.
The innovation zone will give ASU an opportunity to create an advanced teaching and learning center and joint academic centers with international universities, O’Sullivan said.
The zone will also have space for startup incubation, which O’Sullivan said is a gap in the market for advanced manufacturing and technology companies. The zone could also include other educational entities like community colleges or K-12 schools, along with other facilities the community desires, like recreation.
“We want to create a holistic workforce development system,” she said.
The university will need “quite a bit of territory” for the zone and that it is “looking everywhere” for land but Crow did not confirm a specific location.
Crow said the university is moving at “flank speed” on getting the innovation zone going, a nautical phrase meaning as fast as the boat can go.
ASU has seven other “innovation zones,” which are designated areas where the university has operations alongside private businesses. Those locations include three nearby the main campus in Tempe: The Novus Innovation Corridor, ASU Research Park and SkySong in south Scottsdale.
The other Arizona innovation zones are the Discovery Oasis Health Futures Center near the Mayo Clinic in north Phoenix, the Phoenix Bioscience Core in downtown Phoenix, the ASU Mesa Center for Creative Technology in downtown Mesa, the ASU Polytechnic Innovation Zone in Mesa and the ASU West Valley Innovation Zone in west Phoenix.
Corina Vanek covers development for The Arizona Republic. Reach her at cvanek@arizonarepublic.com. Follow her on X @CorinaVanek.
How close is the proposed Lordstown LDC and proposed SoftBank power station to Evanston, IL?
Background:
Not only the largest natural gas power plant but the largest power plant, of any sort -- nuclear, coal, natural gas -- in the entire United States.
Wiki: list of largest US power plants.
SoftBank proposal:
AI prompt:
Alan Turing. Development of computers. Things don't happen in a vacuum (no pun intended). Things don't happen overnight. Specifically, 1937 was a pivotal year and not just with Turing. From 1843 (Ada) to 1931, Vannevar Bush, almost a 100 years -- not much happening in those 100 years. Then Tommy Flowers in 1935 -- valves / vacuum tubes. So you look back five to six years before that pivotal year. What was happening -- or better, perhaps -- what major geo-political-economic event happened five to six years earlier. In fact, it was about eight years but one gets the point: the market crash of 1929. I'm sure there are some observations / thoughts about those years ... 1929 to 1937 that brought us to that point. Thoughts?
Google Gemini:
