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FORGOTTEN HISTORY: 4 | History Defined

Intel joins Elon Musk's TeraFab project — 'Intel is proud to join the Terafab project with SpaceX, xAI, and Tesla to help refactor silicon fab technology'

As Intel joins Elon Musk's TeraFab project, Lip-Bu Tan expects Elon Musk to reimagine the semiconductor industry.

Tom’s Hardware

God on their side, the bill on ours: Counting the real cost of the war in West Asia for India

God on their side, the bill on ours: Counting the real cost of the war in West Asia for India

With guns in their hands and God on their side – Bob Dylan John Mearsheimer writes in The Tragedy of Great Power Politics: “States rarely go to war unless they think that rapid success is likely.”It has been more than a month since Benjamin Netanyahu and Donald Trump started the…

Here's What to Expect From NXP Semiconductors' Next Earnings Report

Here's What to Expect From NXP Semiconductors' Next Earnings Report

NXP Semiconductors is gearing up to release its first-quarter results this month, and analysts are expecting a double-digit increase in earnings.

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AMAT, LRCX: Bank of America Is Still Pounding the Table on These 2 Chip Stocks

AMAT and LRCX still look like high‑conviction ways to play the AI and advanced‑node capex cycle, but they sit firmly in “quality growth at a premium” territory rather than obvious bargains.

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

Tom’s Hardware

This New Spinoff Is a Nuclear and AI Chip Beneficiary Worth Watching

Nuclear and AI semiconductor supply chains in the United States rely on Solstice Advanced Materials, and shares are gaining handsomely.

Memory Wipe: The Great TurboQuant Miscalculation

A recent market selloff in Micron, Western Digital, and Applied Materials may represent a significant buying opportunity based on strong AI demand.

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Nvidia market share in China falls to less than 60% — Chinese chip makers deliver 1.65 million AI GPUs as the government pushes data centers to use domestic chips

Nvidia market share in China falls to less than 60% — Chinese chip makers deliver 1.65 million AI GPUs as the government pushes data centers to use domestic chips

Local chip makers take 41% of the Chinese AI semiconductor market, while Nvidia's market share falls to 55% — down from the company's claimed high of 95%.

Tom’s Hardware

Bye Bye, AMD! Cathie Wood Ditches 57K Advanced Micro Shares

Bye Bye, AMD! Cathie Wood Ditches 57K Advanced Micro Shares

Cathie Wood offloads AMD along with a bunch of other tech stocks as she moves away from semiconductor.

How Taiwan came to dominate the global chip industry

How Taiwan came to dominate the global chip industry

One firm, Taiwan Semiconductor Manufacturing Company (TSMC), produces more than 90% of the world’s most advanced semiconductor chips. These chips are essential for smartphones, artificial intelligence, high-performance computing and cutting-edge military systems.

The Conversation

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

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

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.

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

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.

Air Liquide opens Taiwan factory as helium shortage tightens around chip makers — 200 specialized helium containers stranded near the Strait of Hormuz

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

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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."

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?

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.

Tom’s Hardware

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.

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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?

Tom’s Hardware

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.

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.

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.

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.

The Times of India

'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…

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.

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