systems Uncle Sam bets $500M that Alphabet spinoff's AI can dig up new semiconductor materials AI drug discovery is so last year, even though it hasn't accomplished much yet
Security UK manufacturers under cyber fire with 80% reporting attacks ESET says factory outages, lost revenue, and supply chain disruption are becoming routine
Personal Tech Apple signs meaningless deal to make some less-important parts in America Maybe that's why Tim didn't get an invitation to the President's tech bro club?
Systems Elon Musk wants to build 50 times more chips than the world currently produces, using 'new physics' Like his promise to get a million robocabs on the road, this doesn't add up
Systems Intel numbers boss swears big Foundry wins are coming soon Meanwhile Chipzilla's 18A process tech could see external deployment after all
Systems Nexperia drama intensifies as Dutch chipmaker denies ousted CEO's claims of Chinese split The government in the Netherlands has taken control of the company
Systems TSMC hurrying to bring advanced chip tech to Arizona fab CEO C.C. Wei cites strong demand for AI products. Intel may also be a factor
On-Prem Inside the belly of the beast: A technical walk through Intel's 18A production facility at Fab52 Now if Lip Bu Tan can just find a willing customer
Systems Trump’s tariff‑shaped stick can’t beat reality on US chip fabbing The proposed 1:1 chip rule means nothing but pain for US tech until he’s out of office
On-Prem Intel reportedly wants TSMC's help to end its reliance on ...TSMC Chipzilla seeks investment from its top fab frenemy
Systems Intel reportedly courting ex-flame Apple to become its next investor Chipzilla can't say it's changed much, but could be a handy backup to TSMC
Cyber-crime Politicos: 'There is a good strong case for government intervention' on JLR cyberattack Covid-style financial support? Nothing to confirm yet, say MPs
Cyber-crime Workers fear for their jobs as JLR's latest shutdown extended With no idea when engines restart, families gear down on spending ahead of Christmas
Cyber-crime JLR stuck in neutral as losses skyrocket amid cyberattack cleanup Latest extension to factory closures takes incident response into fourth week
Systems Intel shuffles executive deckchairs, tosses 30-year veteran chief overboard Michelle Johnston Holthaus' tenure as Intel Products CEO lasted just ten months
Systems Absolutely fabless: Trump derails TSMC's China chip-building effort World's largest foundry operator joins Samsung and SK Hynix, which recently lost their validated end-user status
Systems Foundry competition heats up as Japan’s Rapidus says 2nm chip tech on track for 2027 That's just... checks notes... two years behind everyone else
On-Prem TSMC aims to make 30% of high-end chips in US with Arizona fab build out Shovels in the dirt at Fab 3 as Fab 2’s 3nm ramp charges in several quarters early
CxO Intel's leaders have stopped pretending – and it's about time Not even in the top 10, CEO Lip-Bu Tan reportedly tells employees
Science Space manufacturing company Varda gets clearance to launch more uncrewed capsules Startup has already shown how to make drugs in space
Systems GlobalFoundries commits $3B more to US fabs in Trump tariff flex Silicon photonics and gallium nitride a major focus
Public Sector Trump can bluster and bluff all he wants, but iPhone manufacturing isn't coming to the US He'll need to be way more aggressive than a 25% tariff, say analysts, and even then it would take years
AI + ML Foxconn chairman predicts AI will end manufacturers' search for cheap labor Urges world leaders to pay attention because he’s already building factories in which GenAI is acing scutwork
On-Prem Intel tweaks its 18A process with variants tailored to mass-market chips, big AI brains If Lip Bu Tan can't sell you his LLM accelerator, he's more than willing to build yours
Systems Avnet accuses Arm chip slinger Ampere of screwing it over on server deal Sales backstop deal? More like ... Sales? Back, stop! Deal!
Personal Tech PIRG's 'Electronic Waste Graveyard' lists 100+ gadgets dumped after support vanished Consumer campaign group says 'we need lifetime transparency for tech
On-Prem Intel wins something: Judge tosses out shareholder lawsuit over foundry losses If you find Chipzilla's financial figures hard to parse, don't worry, it stumped these folks, too
On-Prem Intel slows its roll on $28B Ohio fab expansion, pushing production to 2030s x86 giant still expects to ramp 18A process tech this year
Science DARPA skips the lab, will head to orbit to test space manufacturing tech Previous NOM4D experiments have gone so well, says project leader, that it's time to get real
On-Prem Intel sinks $19B into the red, kills Falcon Shores GPUs, delays Clearwater Forest Xeons Imagine burning through $72B in one year. Did it make Sam Altman the CEO already?
Offbeat Anduril picks Ohio for 5 million square foot autonomous weapon factory The hyperscale plant is designed to produce tens of thousands of AVs a year
Systems Intel execs discuss the possibility of spinning off foundry 'Does it ever fully separate? I think that's an open question for another day,' interim co-CEO says
Systems Cost of Gelsinger's ambition proves too much for Intel At least he'll have company as he joins 15K colleagues headed for the door
On-Prem Intel losses hit $16.6B in Q3 and Wall Street is … loving it? Improving revenue outlook has Chipzilla's shares back on a positive trajectory – for the moment anyway.
Systems Uncle Sam lays out plans for $825M EUV R&D site in New York Given the cost of EUV litho machines, the Netherlands' ASML might be the real winner here
Systems Ex-Intel board members make an ill-conceived case for spinning off Foundry Save America’s most important manufacturer? More like save our portfolio and let Uncle Sam pick up the pieces
Public Sector Uncle Sam extends 25% CHIPS Act tax credit to wafer, solar panel manufacturing Meanwhile, Infinera snags up to $93M of the dwindling subsidies
Systems Not just AI datacenters needing own power: Taiwanese server-maker Quanta has bought microgrids California utilities couldn't deliver for hyperscalers' favorite hardware slinger
Personal Tech Fire halts production at Indian iPhone factory Tata was about to double the workforce at the plant
Public Sector Vietnam finds a formula – C = SET + 1 – to grow its semiconductor industry to $100bn It only adds up to being as big as Nvidia today, in 2050
Systems Intel has officially entered the grin and bear it phase of its recovery Gelsinger sold the world on his foundry vision. Walking away won't be easy
On-Prem Intel frees its Foundry biz – and that's just one of many major shake-ups today Pauses European fabs, scores secret US gig, teams up with Amazon, re-orgs its innards, and more!
On-Prem South Korean lithium battery plant blaze kills at least 23 National Fire Agency responds with inspection of 213 batt-related workplaces
Science DARPA awards in-orbit manufacturing contract to Momentus In the not too distant future agency wants to found factories in the sky
Public Sector Malaysia stakes claim to become semiconductor superpower by luring $100B investment from … somewhere Suggests itself as the place to do high-end manufacturing without upsetting anyone
Personal Tech Apple on track for quarter of all iPhones to be made in India by 2028 IT minister boasts of tech titan building network of local vendors
PaaS + IaaS From chips to cloud, tech titans continue to splash cash across APAC Intel and pals automate manufacturing in Japan while AWS pledges billions to Singapore
Networks Miles of optical fiber crafted aboard ISS marks manufacturing first ZBLAN fibers made in space hopefully don't crystallize and are far less brittle, opening the path to faster photonics
On-Prem Intel's effort to build a foundry biz is costing far more – and taking longer – than expected If you wanna make money you've gotta spend money. And against Samsung it's gonna cost a lot
Personal Tech Vigorous US lobbying reportedly reversed India PC import license scheme Washington was most displeased and New Delhi knew it made a mistake
AI + ML Biden's State of the Union included a battle cry against AI mimicry Lots of pats on the back for the CHIPS Act too
Systems Intel inches closer to $3.5B contract to build secret fabs for Uncle Sam They can't have x86 goliath building military chips out in the open now can they?
Cyber-crime Belgian ale legend Duvel's brewery borked as ransomware halts production Biz reassures quaffers it has enough beer, expects quick recovery before weekend
Public Sector Chip lobby group SEMI to EU: Export restrictions should only be used in self-defense Please don't scare away foreign investors - who do you think pays for this stuff?
Cyber-crime Cybercrims: When we hit IT, they sometimes pay, but when we hit OT... jackpot Or so says opsec firm, which confirms 70% of all industrial org ransomware in 2023 targeted manufacturers
Systems Gelsinger splits Intel in two to advance foundry vision Separation of church and state? More like separation of Product and Foundry
Systems India won't become a semiconductor superpower anytime soon, says think tank $10 billion subsidies predicted to deliver just five modest fabs by 2029
Legal India again backs down on its controversial PC import restrictions Desktops escape regulations, laptops and servers don't, no reasons explained
Public Sector White House hopes to power up American battery factories with $3.5B fund Now that's the kind of current affairs we're into
Systems Banned US chipmaking equipment still ending up in China, says report Plus: US execs line up to dine with President Xi
On-Prem Vietnam becomes latest nation to pitch itself as a chip biz hub 50,000-strong alt.China talent pool promised, with Google, Samsung, SpaceX, and Intel interested
Science Bezos' engineers dream of Blue Ring space platform in orbit by 2025 A little optimistic, given Blue Origin can't even deliver it themselves yet
Legal 3D printer purchases could require background checks under proposed law Bill in New York aims to stop spread of ghost guns, but fails to address existing kit or private sales
Public Sector Japan's PM hints at semiconductor subsidies as part of wider growth plan Digital transformation and startups at center of stimulus package
Software China to set standards for the metaverse because it's not sure what one is Beijing reckons they could be handy for manufacturing, but for now they're just a mess
On-Prem After failed takeover, Intel and Tower Semi aren't giving up on the relationship Meanwhile, Arm suffers IPO financial muscle loss with low valuation
Personal Tech The semiconductor biz is sick, but demand for SiC chips that improve EVs is accelerating Onsemi CEO says demand for silicon carbide surged – as investors pile in
Systems Infineon to offer recyclable circuit boards that dissolve in water Phasing out epoxy resin laminate with biodegradable substrate might be costly, though
Systems Prices of gallium and germanium rise as China export controls loom Plus: US warns domestic chip suppliers will feel the pain
On-Prem HPE prepares for spicy affair with India to churn out $1B worth of servers Middle Kingdom suddenly a less appealing destination for manufacturing
Software China admits local semiconductor industry can't match world class reliability Wants administrators, manufacturers, and the software they use, to be better
On-Prem Intel to build $4.6B assembly, testing site in Poland Germany negotiations reportedly back on track for Magdeburg fab too
Systems Applied Materials wants Uncle Sam's help with $4B chip R&D nerve center Step right up and let us help you become dependent on us
Cyber-crime Millions of mobile phones come pre-infected with malware, say researchers The threat is coming from inside the supply chain
Systems Samsung takes $3.1B gamble on OLED displays for tablets and notebooks That must be why PC sales are down – the blacks just aren't inky enough
Software Barred from US tech, Huawei claims to have built its own 14nm chip design suite Beijing's Made in China drive fueled by Washington's export crackdowns
Systems As chip sales slump, inflation makes the price of Samsung's Texas fab blow out South Korean titan budgeted $17 billion. Could now need over $25 billion to bring the facility online
On-Prem Chipmakers threaten to defect to US, EU if UK doesn't get its semiconductor plans sorted Where's the Brexit bonus?
AI + ML Language, schmanguage: NASA's generative AI builds spaceships Or their parts, at least, which look decidedly skeletal for satellite struts
Offbeat Boeing bids the 747 a final, ultimate, conclusive farewell Cargo airline Atlas Air takes delivery of 1,547th and last Queen of the Skies
Systems US ban on China chip exports rebounds, causes 2,700 job losses California-based chipmaking kit-maker Lam hit by DRAM decline, inability to export to Middle Kingdom
Systems Intel chairman exits just ahead of next financial report And within days of scrapping about a billion dollars in projects
Personal Tech Apple wants a quarter of its products manufactured in India, claims minister Take that, China
Systems US, Canada, Mexico ponder some sort of chip supply collab Climate change, drugs and immigration behind semiconductors on White House priority list
Systems Risk-averse Kyocera gambles nearly $10b of own shares on semiconductor growth When the chips are down, bet the farm
Systems Micron plans staff decimation as demand dips to Great Recession levels Lower demand? Bid adieu to 10% of workers and cut production
Systems TSMC’s CEO is not pleased with the growing US-China rift Leader of the the world's largest contract chip manufacturer would like it if the two world powers could work out their differences
Systems Chipmakers to spend $500b on 84 new fabs by 2024 despite shaky economy We sure do love those government subsidies, says industry cheerleader
Systems IBM to help Japan’s government-funded chipmaker produce 2nm CPUs, GPUs Just as Tokyo reportedly agrees to back US chip sanctions against China
Systems TSMC founder says 'globalization is almost dead' as Asian foundry giant expands in US A sober reflection on the industry as supply chains bifurcate in the East and West
On-Prem Revealed: The semi-secret list of techs Beijing really really wishes it didn't have to import
On-Prem In the E in HPE stands for Eroding revenues... Intel chip shortage, hardware supplies, coronavirus punish IT titan
Personal Tech Incoming... Trump! Notebook makers ramp production to avoid next tidal wave of US trade tariffs
Personal Tech And in current affairs... Apple recalls three-prong AC adapters after some shocking behavior
On-Prem My chemical romance drowns tomorrow's money, warns TSMC: Chip maker's yields rocked by bad batch
