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1.
The Download: AI bottleneck debates, and BCI trials take off (technologyreview.com)
2.
The US says ASML’s top chip tool may be in China. ASML says it isn’t (techcrunch.com)
3.
Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing (cnbc.com)
4.
Disgruntled ASML employees threaten to boycott Elon Musk conference appearance — staff express ire at political involvement and 'Nazi sympathies' (tomshardware.com)
5.
ASML becomes Europe's most valuable company ever as analysts bet on higher EUV output — its market cap hit $674 billion this week (tomshardware.com)
6.
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers (tomshardware.com)
7.
Mistral to explore designing own chips, CEO says, as it ramps up infrastructure build (cnbc.com)
8.
Huawei says it can build 1.4nm chips without ASML's most advanced machines (techspot.com)
9.
Huawei now says it can build 1.4nm-class chips without ASML's most advanced machines (techspot.com)
10.
ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility (tomshardware.com)
11.
ASML says first silicon from its latest $400M High-NA EUV machines is just months away (techspot.com)
12.
Intel kicks off development on next-decade 10A and 7A process technologies — 14A node remains on track for critical October PDK release (tomshardware.com)
13.
ASML to equip India’s first commercial chip fab — $11 billion Dholera project targets 50,000 wafers a month (tomshardware.com)
14.
Desperate SK hynix customers offer to buy its EUV machines and fund new fabs as memory capacity hits zero amid crushing AI-driven shortages — worsening global shortages pry open wallets to the tune of hundreds of millions of dollars (tomshardware.com)
15.
Five architects of the AI economy explain where the wheels are coming off (techcrunch.com)
16.
ASML CEO Christophe Fouquet on his company’s monopoly: no one is coming for us (techcrunch.com)
17.
ASML's Best Selling Product Isn't What You Think It Is (news.ycombinator.com)
18.
ASML's roadmap for chipmaking lithography tools examined — from DUV to Low-NA, High-NA, Hyper-NA, and beyond (tomshardware.com)
19.
ASML plans to build at least 60 EUV machines this year as AI chip demand surges (techspot.com)
20.
ASML became the chokepoint for cutting-edge chips (news.ycombinator.com)
21.
The World's Most Complex Machine (news.ycombinator.com)
22.
Congress moves to strip the DoC of chip-export discretion with the MATCH Act — DUV lithography machines among those targeted in chipmaking tool crackdown (tomshardware.com)
23.
Nvidia AI chip rivals attract record funding as competition heats up (cnbc.com)
24.
Nvidia rival tells CNBC it's seeking at least $100 million in funding as European AI chip market booms (cnbc.com)
25.
TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies (cnbc.com)
26.
ASML stock sinks amid tightening China restrictions despite strong earnings, guidance (cnbc.com)
27.
Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong (cnbc.com)
28.
ASML shares fall after proposed U.S. export curbs target an already fragile China market (cnbc.com)
29.
Breakthrough computer chip tech could help meet ‘monumental demand’ driven by AI (feeds.nature.com)
30.
Mistral AI just released a text-to-speech model it says beats ElevenLabs — and it's giving away the weights for free (venturebeat.com)
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