Week of April 15–20, 2024Telecom Intelligence: Week of April 15, 2024
The CHIPS Act completed its leading-edge trifecta: Samsung landed $6.4 billion for its Texas expansion, meaning all three companies capable of frontier chipmaking — Intel, TSMC, and Samsung — are now building it on American soil. Netflix closed the book on the streaming wars' growth phase, posting a blowout subscriber quarter and then announcing it will stop reporting subscriber counts altogether. And on a Saturday vote, the House attached the TikTok divest-or-ban bill to a must-pass foreign-aid package — transforming a standalone gamble into near-certain law within days.