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THE TRUTH ABOUT: 4 | History Defined

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.

Tom’s Hardware

From a dentist's basement to half a trillion dollars and AI: Here's how memory manufacturer Micron Technology got there

Just call me the 'Potato Consumer Gamer' from now on.

PC Gamer

What to Expect From Lam Research’s Next Quarterly Earnings Report

Lam Research is set to report its third-quarter results later this month, and analysts are forecasting double-digit growth in earnings, underscoring expectations of improving profitability amid a strengthening.

Barchart

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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.

Tom’s Hardware

SMIC sent chipmaking tools to Iran's military, Trump administration officials say — report claims exchange began a year ago, 'almost certainly included technical training on SMIC's semiconductor technology'

The officials said the collaboration "almost certainly included technical training on SMIC's semiconductor technology."

Tom’s Hardware

Down 20% Over the Past Week, Should You Buy the Dip in Micron Stock?

Micron Technology saw a post-earnings sell-off despite blowout AI-driven results. Is this a buy-the-dip opportunity?

Barchart

Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

Broadcom insiders recently sold $88 million in stock, rattling investors even as the company’s AI‑driven results and guidance remain strong.

Barchart

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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, according to Bernstein.

Tom’s Hardware

Arm Just Debuted Its First In-House Chip. Should You Buy ARM Stock Now?

As Arm enters the AI chip race with its own silicon, should investors jump in, or wait for a better entry point?

Barchart

Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer — heavy electrical infrastructure the latest AI buildout bottleneck

Micron’s planned $24 billion NAND flash expansion in Singapore will require 400 to 500 power transformers, which is more than double the 100 to 150 units a standard wafer fab typically needs.

Tom’s Hardware

The AI Gatekeeper: TSMC's Chokehold Signals Dominance

Taiwan Semiconductor Manufacturing Company's manufacturing bottleneck for advanced chips confirms its dominant role in the AI industry.

MarketBeat

Helium supply crunch puts MRI services at risk amid Qatar disruptions

Iran's strikes on Qatar's Ras Laffan gas hub have disrupted helium production, showing how the conflict is rippling beyond energy markets to hit industries from technology to healthcare.

Euronews

AI chips are getting too expensive—and too power-hungry. This startup just raised $50M to change that.

Part of a growing wave of startups rethinking how AI is computed, Normal Computing is betting on new architectures to move beyond GPUs.

Fortune

'Maybe they'll see worse': 2008 crisis expert names four risks that could bring down global financial system

Richard Bookstaber, a financial analyst and former hedge fund and US Treasury insider who wrote A Demon of Our Own Design, the book that foreshadowed the 2008 financial crisis, warns that today’s financial system is even more fragile. Private credit, AI-driven tech, stock concentration, and geopolitical tensions form a tightly…

The Times of India

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Tom’s Hardware

Trump administration targets $4 trillion Pax Silica investment fund for semiconductors — the US will start with a $250 million investment for global consortium

The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. It’s not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.

MarketBeat

Income Boosters: 3 Stocks Raising Their Dividends by 15% to 33%

Three names in semiconductors, precious metals, and defense just announced big dividend increases. Here's what income investors need to know.

Barchart

ASML Is Down 7% Over the Past Month. Should You Buy the Chip Stock on the Dip?

Analyst signals entry point for ASML with a "Buy" rating and 25% upside from current level.

International Business Times

Elon Musk Announces Massive 'Terafab' Chip Factory in Austin to Power Tesla AI, SpaceX Satellites and Robotics

Elon Musk unveiled an ambitious plan March 21, 2026, for a joint Tesla and SpaceX semiconductor fabrication facility dubbed "Terafab," aiming to produce custom chips on an unprecedented scale to fuel artificial intelligence, humanoid robotics, autonomous vehicles and space-based computing.

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Tom’s Hardware

Elon Musk unveils $20 billion ‘TeraFab’ chip project to make chips, memory, and package processors all under one roof — targets a terawatt of annual compute

Tesla and SpaceX CEO, Elon Musk, announced Saturday night that his TeraFab semiconductor project will be built on the Tesla campus in eastern Travis County, Austin, Texas, as a joint venture.

Tom’s Hardware

'Silicon' is a new five-pound art book charting the semiconductor revolution with full-page die shots and commentary — 384 page tome is $99 to pre-order now

Silicon, Arena’s stylish and premium “coffee table book like no other,” is up for pre-order now priced at $99.

Barchart

Up 33% YTD, This Stock Isn’t Making Headlines, But Investors Keep Buying

Surging demand for advanced chips is translating into steady growth for Lam Research.

Barchart

Nvidia Stock Warning: How NVDA Could Plunge 30% from Here

Nvidia is starting to echo broader semiconductor fragility as geopolitical stress and crowded positioning raise the risk of a 30% slide.

Tom’s Hardware

Tesla hiring semiconductor fabs construction manager — Elon Musk's ambitious Terafab project begins

Tesla begins to form a core team behind its Terafab project, which will define the fab and spearhead its construction and tamp.

Tom’s Hardware

Global chip supply chain under threat as US-Iran conflict enters third week — Strait of Hormuz blockade is days away from crippling Taiwan's semiconductor industry

Taiwan imports almost all of its energy and requires large amounts of LNG to sustain its electrical grid. That grid is then used by local chipmakers — like TSMC who is responsible for making most of the world's high-end chips. Fabrication for these chips requires helium, which Taiwan also imports…

Barchart

Oil Supply Disruptions Are Rocking Chip Stocks Like Nvidia or AMD, But Should You Buy the Dip?

Oil disruptions are dragging chip stocks lower. Does the selloff in Nvidia and AMD signal trouble ahead or a buying window for investors?

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