The markets are closed today, so I’m going to keep things brief and try to enjoy a long weekend.

Luckily, there isn’t too much to cover as things have been mostly more of the same.

That is: good times in the land of tech!

We saw another week of strong and steady performances across the entire sector.

Semiconductors: strong

Software: great

Comm: fantastic

What more can I say at this point?

I suppose I may as well…

AI, AI, AI.

It’s showing no signs of slowing down.

Ride the wave!

There have also been some interesting moves in the world of electric vehicles (but not the vehicles you’re thinking of!) and biotech. But that will be a subject for another day.

Here are the headlines from last week that caught my attention…

	Intel Plans Semiconductor Plant in Poland as Europe Aims to Boost Chip Production Polish plant would add to Intel’s wafer facility in Ireland and a planned factory in Germany. Read more…
	Micron invests another $600 million in China despite partial sales ban Micron said Friday it was committed to China and would invest $603 million over the next few years in its chip packaging facility in Xian. Read more…
	Musk strikes again: Tesla’s win on EV charging could split the industry The still-burgeoning electric vehicle market is facing a split between two incompatible charging standards. Read more…
	How a Shady Chinese Firm’s Encryption Chips Got Inside the US Navy, NATO, and NASA The US government warns encryption chipmaker Hualan has suspicious ties to China’s military. Yet US agencies still use one of its subsidiary’s chips, raising fears of a backdoor. Read more…
	Forget about the AI apocalypse. The real dangers are already here Some AI industry experts say that focusing attention on far-off scenarios may distract from the more immediate harms of the technology. Read more…