Evening Scan

Apple's chip-sourcing talks with Intel and Samsung dominated the day — a recognition that TSMC dependence carries real risk. The Musk-OpenAI trial produced fresh surprises, and a chip industry figure emerged that warrants attention.

79.2% — Year-over-year growth in global chip sales for March 2026 alone. (Semiconductor Industry Association)

Apple Explores Intel and Samsung for US Chipmaking

Early-stage and exploratory, but Apple executives visiting Samsung's Texas plant suggests this moves beyond a press gesture. (Bloomberg)

Global Chip Sales Hit $298.5B in Q1 2026

March chip sales rose 79.2% year-over-year, driven largely by AI infrastructure demand. (Semiconductor Industry Association)

What Matters at the Musk-OpenAI Trial

Greg Brockman's diary became a courtroom exhibit this week — a sentence that reads differently than it would have two years ago. (Marcus on AI)