The Department of Energy has signed agreements with 24 major tech organizations for its Genesis Mission, a Trump-era AI initiative for scientific discovery. The list includes AI developers, cloud giants, and chipmakers, though the deals are non-binding MOUs for now.
Taiwan has officially confirmed its “N-2” policy, mandating that TSMC’s US fabs will always be two chip generations behind its domestic production. This casts major doubt on efforts to build a resilient, cutting-edge semiconductor supply chain in America. The situation could create a massive opening
Apple is exploring a significant new step in its India manufacturing push: chip assembly. The company is in early talks with local firms like CG Semi to handle display driver chips, a first for the country.
Nvidia is acquiring SchedMD, the company behind the widely-used Slurm workload scheduler. The move is a major play to strengthen Nvidia’s open-source software credentials in high-performance computing and AI.
Rising memory chip costs are set to disrupt the global smartphone market in 2026. Analysts predict shipment declines and price hikes, with low-end models facing the most severe impact.
Luminar Technologies, the lidar sensor maker, has filed for Chapter 11 bankruptcy in the Southern District of Texas. The company plans to sell its core business and has already agreed to sell a semiconductor subsidiary. This follows a disastrous year that saw the founder’s abrupt resignation, massiv
Oracle is launching a new, more powerful cloud instance powered by Ampere’s Arm chips, just weeks after selling its stake in the chip designer. The move highlights a strategic pivot to “chip neutrality” as demand for efficient, Arm-based computing in data centers soars.
Broadcom posted a fiscal Q4 earnings and revenue beat, guiding for $19.1B in Q1 revenue. Yet, the stock dropped 6% premarket. The culprit? Concerns over margin dilution and the timing of its massive AI revenue ramp.
Elon Musk is taking a hands-on approach to Tesla’s chipmaking ambitions. According to a new report, Samsung is setting up a dedicated office for him at its Taylor, Texas semiconductor facility to personally oversee production lines.
Japan’s push to revive its chip industry is getting a massive financial boost. Rapidus, the national 2nm chip venture, is securing up to $12.8 billion in loans from the country’s three megabanks, with investments pouring in from over 20 major corporations.
