Nvidia CEO denies that US wants to shift 40% of Taiwan’s chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation’s silicon shield

Nvidia’s Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.
…

, ,
ASML projects $71 billion in revenue by 2030, as demand for EUV lithography machines intensifies due to AI boom — China sales lag behind while company cashes in on high-end Twinscan systems

ASML is on track to boost its annual sales to up to $71 billion by 2030 as demand for EUV tools set records.

, ,
Samsung’s Taylor, Texas fab could herald a breakthrough for the chipmaker, company plans 2026 risk production — new production flows, pellicles for EUV patterning as site targets 50,000 WSPM

Samsung’s Fab in Taylor, Texas, set to start trial production sometimes in the second half of 2026 with mass production slated for 2027. With pellicles finally implemented for 2nm-class flows, Samsung could finally offer c…

, ,
Bill Gates-backed silicon photonics startup develops optical transistors 10,000x smaller than current tech — optical chip can process 1,000 x 1,000 multiplication matrices

Neurophos built a silicon photonics chip that’s 10,000 smaller than current tech and could potentially deliver 10x the performance of Nivida’s Vera Rubin GPUs using the same amount of power and available chip fab technolog…

, ,
Intel says it has two prospective customers for 14A — expects to hear about commitments in second half of 2026

Intel claims that customers show interest in the 14A process technology; however, they have yet to make a commitment to use it.
…

, ,
Toilet maker Toto scores a royal flush as share price rises due to AI demand in unlikely chipmaking side-gig — Japanese company develops electrostatic chucks to hold silicon wafers in lucrative segment

Toilet manufacturer Toto has seen its shares soar at their most rapid pace in five years, as it benefits from AI memory market tailwinds.
…

, ,
Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer — rumor suggests that the chip fab is increasing its prices for Cupertino

Nvidia CEO Jensen Huang confirmed in a podcast that his company has overtaken Apple as TSMC’s biggest customer, once again becoming its top client after more than 20 years.
…

, ,
Humanoid Robots Building Airplanes: Airbus Buys 6-Figure Robots From UBTech

Robots will be building airplanes soon, if a new deal between Airbus and UBTech Robotics is any indicator …

, , , , ,
Intel’s Ohio One project shows healthy progress as new job listings pop up — construction seems to be well underway as contractor actively hiring for ambitious chip factory

Bechtel, the contractor behind Intel’s ambitious Ohio One chip factory, has posted new job listings on its website with an overview mentioning Phase 1 of the project. These recruits will be responsible for accelerating con…

, ,
TSMC ‘very nervous’ about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment ‘would be a disaster for TSMC for sure,’ company will invest $52-$56 billion in capex

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.
…

, ,