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61.
The memory boom is back: Global revenue to reach $551 billion in 2026 as prices skyrocket (techspot.com)
62.
Intel Q4 earnings reveal rocky path to recovery following weakest full-year revenue since 2010 — Intel Foundry losses continue as 18A begins ramp, but supply challenges set to ease in Q2 2026 (tomshardware.com)
63.
Adobe is developing ‘IP-safe’ gen AI models for the entertainment industry (theverge.com)
64.
Show HN: Gambit, an open-source agent harness for building reliable AI agents (news.ycombinator.com)
65.
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 (tomshardware.com)
66.
'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 (tomshardware.com)
67.
Intel makes sharp reversal, is 'going big time into 14A,' says CEO Lip-Bu Tan — 'serve the customer well' remark hints at external client (tomshardware.com)
68.
Intel is 'going big time into 14A,' says CEO Lip-Bu Tan — 'serve the customer well' remark hints at external client (tomshardware.com)
69.
Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance (cnbc.com)
70.
New 1.4nm nanoimprint lithography template could reduce the need for EUV steps in advanced process nodes — questions linger as no foundry has yet committed to nanoimprint lithography for high-volume manufacturing (tomshardware.com)
71.
First truly 3D chip fabbed at US foundry, features carbon nanotube transistors and RAM on a single die — future devices could have up to 1000x improvement in energy-delay product (tomshardware.com)
72.
Microsoft faces reality check on AI ambitions as Copilot and Foundry struggle to meet goals (techspot.com)
73.
Microsoft drops AI sales targets in half after salespeople miss their quotas (news.ycombinator.com)
74.
Microsoft drops AI sales targets in half after salespeople miss their quotas (arstechnica.com)
75.
Intel moves closer to building Apple’s entry-level M-series chips on 18A from 2027 — insider claims chipmaking deal could be close at hand (tomshardware.com)
76.
How Microsoft's new plan for self-repairing data centers will transform IT roles (zdnet.com)
77.
Apple and Broadcom job listings suggest potential Intel Foundry collaborations — requirements highlight expertise in Intel's EMIB and 2.5D memory packaging tech (tomshardware.com)
78.
GlobalFoundries buys silicon photonics firm Advanced Micro Foundry for undisclosed amount — move makes chipmaker one of the largest silicon photonics manufacturers (tomshardware.com)
79.
Elon Musk wants foundry partners to build astounding '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals (tomshardware.com)
80.
Elon Musk wants foundry partners to build '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals (tomshardware.com)
81.
DARPA invests $1.4 billion to build experimental Texas foundry for next-generation 3D chips — Austin plant to buck standard fab models to focus on high-mix, low-volume production (tomshardware.com)
82.
DARPA and Texas Bet $1.4B on Unique Foundry -3D heterogeneous integration (news.ycombinator.com)
83.
3D Heterogeneous Integration Powers New DARPA Fab (news.ycombinator.com)
84.
Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforcing dual-foundry strategy (tomshardware.com)
85.
DARPA and Texas Bet $1.4 Billion on a Unique Foundry (spectrum.ieee.org)
86.
China tweets satellite photos of Taiwan's critical Hsinchu chip hub in pressure-ratcheting political stunt — 'where all the world’s advanced foundry IP is created,' highest concentration of chipmaking facilities in the world (tomshardware.com)
87.
3 takeaways from Intel earnings: Cash flow, foundry progress and hardware surprise (cnbc.com)
88.
With an Intel recovery underway, all eyes turn to its foundry business (techcrunch.com)
89.
Adobe launches a foundry service that builds custom generative AI models for enterprises (techcrunch.com)
90.
Adobe might've just solved one of generative AI's biggest legal risks (zdnet.com)
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