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Qatar Helium Shutdown Puts Chip Supply Chain On a Two-Week Clock (slashdot.org)
302.
Doubling the voltage: What 800 V architecture really changes in EVs (arstechnica.com)
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The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages — and with no timeline for re-opening, supply chains face significant challenges (tomshardware.com)
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Qatar helium shutdown puts chip supply chain on a two-week clock (news.ycombinator.com)
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Future AI chips could be built on glass (technologyreview.com)
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IEEE Launches Global Virtual Career Fairs (spectrum.ieee.org)
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Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals (cnbc.com)
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DIY chip lab turns backyard shed into Class 100 cleanroom with custom lithography system (techspot.com)
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The state of China's decade-long semiconductor push: still a decade behind, despite hundreds of billions spent and significant progress — examining the original 'Made in China 2025' initiative (tomshardware.com)
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Robots run up walls and perform martial arts in China's most-watched TV event (techspot.com)
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U.S., Taiwan ink trade deal after months of talks — agreement cuts tariffs on Taiwanese goods to 15% in exchange for direct investments on U.S. tech sector, semiconductors still excluded (tomshardware.com)
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U.S. signs trade deal with Taiwan, lowering tariffs to 15%, while Taipei to boost American goods purchases (cnbc.com)
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White House mulling tariff exemptions for Big Tech — Amazon, Google, Microsoft, other AI hyperscalers to be spared worst of import duties with U.S.-Taiwan deal (tomshardware.com)
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'Impossible': Taiwan pushes back against Washington’s 40% chip supply relocation goal (cnbc.com)
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Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain (cnbc.com)
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Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production (tomshardware.com)
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Global chip sales are on track to hit $1 trillion thanks to AI (techspot.com)
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TSMC to make advanced AI semiconductors in Japan (news.ycombinator.com)
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Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025 (tomshardware.com)
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Researcher builds bizarre 128-byte USB drive the size of a dinner plate using ancient pre-semiconductor magnetic core memory technology — data disappears once it is read, requiring special handling (tomshardware.com)
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China moves into manufacturing disruptive new semiconductor glass substrates as processor packaging competition intensifies (tomshardware.com)
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Memory chip shortage to last through 2027, semiconductor boss says (cnbc.com)
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Toilet maker Toto scores a royal flush as share price rises due to AI demand in unlikely chipmaking side-gig — Japanese company develops electrostatic chucks to hold silicon wafers in lucrative segment (tomshardware.com)
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A timeline of the US semiconductor market in 2025 (techcrunch.com)
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Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026 — CXMT to produce chips, while Naura, Maxwell, and U-Preseason design tools for assembly (tomshardware.com)
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TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings (slashdot.org)
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TSMC says AI demand is “endless” after record Q4 earnings (arstechnica.com)
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U.S. slashes Taiwan tariffs in new semiconductor trade deal — Washington to reduce tariffs to 15% in exchange for $500 billion stateside manufacturing investment (tomshardware.com)
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CNBC Daily Open: AI trade reignited by TSMC earnings blowout (cnbc.com)
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CNBC Daily Open: TSMC earnings draw investors' eyes back to AI (cnbc.com)
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