Intel + TSMC in Talks for Manufacturing Megadeal

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Not So Artificial Newsletter
April 04, 2025

Good morning, humans 🤖
It’s Friday, and the only thing moving faster than AI right now is the race to control it. From Intel cozying up to TSMC to Adobe giving editors god-tier powers, the tech world is rewriting the rules in real time. Let’s dive into the future—one headline at a time.

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💥 Silicon Shake-Up: Intel + TSMC in Talks for Manufacturing Megadeal

When rivals join forces, the chips are really down.

Intel is reportedly in very deep talks with archrival TSMC to form a joint manufacturing venture — and it’s not just a handshake deal. According to The Information, the White House helped broker this potential alliance aimed at rebooting Intel’s struggling chipmaking game.

🔍 What’s inside the deal:

  • TSMC may take a 20% stake in the joint venture — not with cash, but with its elite manufacturing playbook and training programs.

  • The partnership would revamp Intel’s facilities, which have been running into a wall (and burning money — to the tune of $16B in losses last year).

  • Intel’s new CEO Lip-Bu Tan is reportedly pushing hard for this manufacturing shake-up, though some internal execs aren’t too thrilled — citing layoffs and fears about Intel losing its tech edge.

💡 Why it matters:
In a twist of industry irony, Intel is tapping its biggest competitor to fix what’s broken. If successful, the partnership could hand Intel a lifeline and help TSMC deepen its U.S. roots — especially crucial as geopolitical tensions threaten to fracture global tech supply chains.

🎬 Adobe’s New AI Tools Are a Video Editor’s Dream

Edit smarter, not harder.

Adobe just dropped a suite of AI-powered goodies into Premiere Pro, headlined by a tool called Generative Extend — and editors everywhere are about to breathe easier.

🚀 The new AI arsenal:

  • Generative Extend: Automatically extends video/audio clips by generating seamless extra frames — now supports 4K and vertical formats.

  • Ambient audio extension: Fill up to 10 extra seconds of background sound, or 2 seconds with synced video.

  • Smart Search: AI scans clips and tags content (people, objects, camera angles) for natural language search.

  • Translation magic: Subtitles can now be auto-converted into 27 languages — no more manual slogging.

🧠 Why it matters:
Adobe isn’t chasing full video generation like some AI players — it’s going all-in on workflow wins. These upgrades cut editing time, preserve creative control, and make scaling content a breeze for creators and studios alike.

🗞️ Other News You Should Know

A bite-sized buffet of AI headlines:

🧠 700M images were generated in a single week with OpenAI’s new 4o image model — India is now its fastest growing market.
📉 A UN report says 40% of global jobs will be affected by AI — and the market could hit $5T by the 2030s.
🎬 Runway is raising $308M at a $3B valuation after launching Gen-4, its latest AI video model.
🎓 OpenAI and Anthropic are in a student recruitment war: Claude for Education vs. free ChatGPT Plus for U.S. and Canadian students.
💂 Microsoft has halted multiple data centers, including in the U.K., Australia, and U.S., amid strategy shifts.
🛡️ OpenAI’s Startup Fund just co-led a $43M round in cybersecurity startup Adaptive Security.
🧞 Amazon is testing "Buy for Me", an AI agent that shops external websites without leaving the Amazon app.
🗣️ Spotify launched AI-powered tools for generating ad scripts and voiceovers inside its Ad Manager.
🎭 Bytedance’s DreamActor-M1 turns static images into full-body motion capture animations.

💻 Mastery tools of the day

  • Devin 2.0 - AI software engineer, now with multiple AI agent capabilities

  • VibeCode - A new text-to-code app, puts AI to building mobile apps.

  • Video Re-style - Change the style of any video while maintaining consistent movement

💡What else are we reading and seeing?

  • AI 2027

  • How AI is creating a rift at McKinsey, Bain, and BCG

  • Trump Says TikTok Deal Within Reach, Involves Multiple Investors

  • The future of software engineering is the single biggest question we think about in building Devin

That’s a Wrap 🎁

Thanks for tuning in to Not So Artificial — where your tech tea is always piping hot ☕.

Catch you tomorrow. Same time. Same vibe.
— Team NSA 🚀

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