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1.
Jim Keller's startup is building a factory to mass-produce small semiconductor fabs —Atomic Semi rebrands as 'Fab2' underlining intended role as a 'fab fab' (tomshardware.com)
2.
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support (tomshardware.com)
3.
Micron locks in historically high memory prices for five years (news.ycombinator.com)
4.
Micron Locks In Historically High Memory Prices For Five Years (slashdot.org)
5.
TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable, refrain from implementing price hikes (tomshardware.com)
6.
Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge (tomshardware.com)
7.
Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes (tomshardware.com)
8.
TSMC reportedly plans to build 12 fabs, four packaging facilities in Arizona — plan purportedly part of Taiwan's agreed $500 million investment in the US (tomshardware.com)
9.
STMicro to deploy humanoid robots to its legacy fabs in Europe — over 100 humanoid robots to be used for routine and physically demanding tasks in fight for efficiency (tomshardware.com)
10.
Micron acquires PSMC fab site in Taiwan for $1.8 billion, acquisition to expand the memory maker's operations within the region — move marks the end of the technology-for-capacity era (tomshardware.com)
11.
Chinese fabs are reportedly upgrading older ASML DUV lithography chipmaking machines — secondary channels and independent engineers used to soup up Twinscan NXT series (tomshardware.com)
12.
Micron says New York chipmaking fabs still on track according to its latest timelines — accelerates second fab in Idaho and reallocates CHIPS Act funding (Updated) (tomshardware.com)
13.
Micron delays New York chipmaking fabs by five years, but accelerates second fab in Idaho and reallocates CHIPS Act funding (tomshardware.com)
14.
Online shopping is full of copycats (theverge.com)
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