Local political revolts threaten to derail US data center projects — mounting delays are already costing AI hyperscalers billions

Local communities all over America and the world are pushing back on the explosive growth of AI data center projects. Through local courts, community action, and intense meetings with politicians, the general public are fo…

Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors

Intel lures Shawn ‘Seung Hoon’ Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.

Elon Musk pushing forward with Terafab at ‘light speed’ — staff reaching out to various suppliers and are reportedly willing to pay a premium to gain priority

Elon Musk’s people have begun reaching out to various semiconductor fab suppliers to ask for pricing and delivery timelines as the Terafab project ramps up.

TSMC ups revenue guidance and CapEx, buoyed by ‘multiyear AI megatrend’ — warns Middle East conflict may impact profitability as costs increase

TSMC unveils aggressive plans to ramp up 3nm-capable capacity further in the coming years amid strong demand from the AI sector.

Google and Pentagon in talks to run custom AI chips inside classified environments — Google pushes for tight controls for TPUs surrounding use for mass surveillance and autonomous weapons

Google is reportedly negotiating with the U.S. Department of Defense to deploy Gemini in classified settings, with the talks covering the addition of GPU racks to Google Distributed Cloud.

TSMC warns of Intel Foundry’s growing prowess during the company’s latest earnings call — ‘We view Intel as our formidable competitor and do not underestimate them’

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world’s top foundry still calls its American peer a ‘formidable’ competitor.

Quantum photonics roadmap — how Xanadu and PsiQuantum are looking to transfer qubits through beams of light

We analyze the approaches of PsiQuantum and Xanadu, who are each developing their own approaches to quantum photonic communications, with a vision that extends beyond 2029.

Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues.

Two US citizens get combined 16 years in prison for running North Korean laptop farms — fake remote IT work scheme netted DPRK $5 million in around three years

The Department of Justice announced the sentencing of the U.S. nationals that have been convicted of running laptop farms that allowed North Korean workers to pose as American residents and work at American tech firms.

Intel launches Wildcat Lake as Core Series 3 for value laptops and edge systems — six consumer SKUs built on 18A promise ‘all-day’ battery life

Intel has today launched its Core Series 3 mobile processors, confirming the official branding for the silicon tracked under the Wildcat Lake codename since late 2024.