Intel reportedly in talks with Google and Amazon over advanced packaging — major customers could take advantage of EMIB-T later this year

Intel is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.
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US lawmakers aim to ban export of DUV chipmaking and etching tools to leading firms in China — bipartisan proposal would ban lithography equipment for Huawei, SMIC, and others

Bipartisan group of U.S. senators propose to impose blanket ban on export of advanced DUV lithography and etching tools to Chinese companies known to have worked with China’s military, such as CXMT, Huawei, SMIC, and YMTC….

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TSMC reportedly plans to build 12 fabs, four packaging facilities in Arizona — plan purportedly part of Taiwan’s agreed $500 million investment in the US

New rumor indicates that TSMC is looking forward to expand its presence in the U.S. to 12 fabs and four packaging facilities.
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Intel buys back 49% stake in Ireland Fab Joint Venture — takes full control over Fab 34

In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company.
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The global helium shortage is a direct threat to the chipmaking supply chain — disruption impacts critical processes, high-capacity HDDs, and alternative supplies are plagued by delays

Some industry analysts expect it will take Qatar around five years to regain lost capacity.

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TSMC industrial espionage saga heading to verdict next month in unprecedented Taiwan National Security Act case — former engineer accused of stealing 2nm technical info, faces a total of up to 20 years in prison if found guilty

One of the three landmark cases involving the theft of trade secrets from TSMC has run through investigative and court proceedings, and a verdict is scheduled for April 27.
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Analyzing Elon Musk’s TeraFab — A step towards Tesla and SpaceX’s partial vertical integration, or an unattainable dream?

Elon Musk’s TeraFab has been announced, and the first employees are now being hired. But can this venture scale to all of its terawatt glory? Or will it just help Tesla, SpaceX, and xAI land additional chips they cannot ge…

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Chinese chip industry leaders admit the country lags five to ten years behind in AI data center chips — AI demand is straining equipment and talent supply

Senior Chinese semiconductor executives said AI-driven demand is creating bottlenecks across equipment, passive components, and workforce capacity.
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Air Liquide opens Taiwan factory as helium shortage tightens around chip makers — 200 specialized helium containers stranded near the Strait of Hormuz

French industrial gas supplier Air Liquide opened a new factory near the port of Taichung, Taiwan, on Wednesday, as the semiconductor industry faces a worsening helium shortage.
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Elon Musk’s Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget

To build 1 TW of AI silicon per year, Elon Musk’s TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, accor…

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