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1.
Arizona’s lifeline for chip manufacturing is drying up (theverge.com)
2.
Amazon surges 14%, Apple falls 9% as investors pick post-earnings AI winners (cnbc.com)
3.
Apple drops 7%, Amazon surges 12% as investors pick AI winners after earnings (cnbc.com)
4.
Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large (arstechnica.com)
5.
Intel rides AI boom to fastest revenue growth in almost 15 years, but shares sink (cnbc.com)
6.
Intel's stock jumps as chipmaker rides AI boom to fastest revenue growth in almost 15 years (cnbc.com)
7.
TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes (tomshardware.com)
8.
TSMC to Invest a Further $100 Billion in U.S. After AI Fuels Surge in Earnings (feeds.content.dowjones.io)
9.
Samsung Electronics, SK Hynix shares tumble over 7% as chip rout spreads from Wall Street (cnbc.com)
10.
US Secures Netherlands for Pax Silica Alliance in key win for strategic chip alliance — tension remains over MATCH Act restrictions (tomshardware.com)
11.
Intel begins production of most-advanced chip, inching closer to possible Apple deal (cnbc.com)
12.
Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing (cnbc.com)
13.
Europe unveils tech sovereignty package amid growing concerns over reliance on U.S. tech: 'We want to be sure nobody has a kill switch' (cnbc.com)
14.
Europe unveils tech sovereignty package amid growing concerns over reliance on U.S. tech (cnbc.com)
15.
Samsung Chip Workers Approve (Amazing) Deal to Avert Strike (gizmodo.com)
16.
AI’s Next Phase Plays Into TSMC’s Hands (feeds.content.dowjones.io)
17.
Intel Reportedly Lands a Chip Deal With Apple Thanks to Trump (gizmodo.com)
18.
SpaceX Tees Up Massive Spending Ahead of IPO (feeds.content.dowjones.io)
19.
AI data center boom squeezes consumer tech’s chip supply—even though they use different chips (feeds.feedburner.com)
20.
ASML CEO Christophe Fouquet on his company’s monopoly: no one is coming for us (techcrunch.com)
21.
Samsung's chip profit jumped nearly 50-fold in a single year, execs warn the shortage will get worse (techspot.com)
22.
ASML plans to build at least 60 EUV machines this year as AI chip demand surges (techspot.com)
23.
Intel's stock soars 20% as results top estimates, with chipmaker showing signs of growth (cnbc.com)
24.
Intel's stock soars 19% as results top estimates, with chipmaker showing signs of growth (cnbc.com)
25.
Intel's stock soars 16% as results top estimates, with chipmaker showing signs of growth (cnbc.com)
26.
More than 30,000 Samsung union members take to the streets to demand an average bonus of $400,000 per worker — May 21 strike date looms, union points to rival SK hynix granting higher bonuses to its employees (tomshardware.com)
27.
This is the surprising science behind the potato breed in your bag of chips (feeds.feedburner.com)
28.
Elon Musk pushing forward with Terafab at 'light speed' — staff reaching out to various suppliers and are reportedly willing to pay a premium to gain priority (tomshardware.com)
29.
Chip Maker TSMC Is More Bullish Than Ever on AI, Despite Iran War (feeds.content.dowjones.io)
30.
TSMC Shows Where AI Demand is Headed (feeds.content.dowjones.io)
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