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1.
Samsung profit surges over eightfold to beat estimates as AI boom fuels memory chip crunch (cnbc.com)
2.
Union rally causes Samsung fab production to plummet by 58% during night shift as workers demand up to $400,000 bonuses — updated figures show over 40,000 people attended rally for better pay and bonuses (tomshardware.com)
3.
Bring your own Agent to MS Teams (news.ycombinator.com)
4.
Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors (tomshardware.com)
5.
TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them' (tomshardware.com)
6.
Chip foundry market hit $320 billion in 2025, driven by AI demand (techspot.com)
7.
Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead (tomshardware.com)
8.
TSMC's 3nm capacity is now reserved for its biggest customers only (techspot.com)
9.
Palantir extends reach into British state as gets access to sensitive FCA data (news.ycombinator.com)
10.
Future Sony PlayStation games will use AI to imagine new frames (theverge.com)
11.
Sony's enhanced PSSR upscaling arrives on PS5 Pro today (engadget.com)
12.
Nvidia DLSS 5 first look: generative AI lighting radically transforms game visuals (techspot.com)
13.
Phi-4-reasoning-vision and the lessons of training a multimodal reasoning model (news.ycombinator.com)
14.
The memory boom is back: Global revenue to reach $551 billion in 2026 as prices skyrocket (techspot.com)
15.
Adobe is developing ‘IP-safe’ gen AI models for the entertainment industry (theverge.com)
16.
Show HN: Gambit, an open-source agent harness for building reliable AI agents (news.ycombinator.com)
17.
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)
18.
'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)
19.
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)
20.
Intel is 'going big time into 14A,' says CEO Lip-Bu Tan — 'serve the customer well' remark hints at external client (tomshardware.com)
21.
Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance (cnbc.com)
22.
Microsoft drops AI sales targets in half after salespeople miss their quotas (news.ycombinator.com)
23.
Microsoft drops AI sales targets in half after salespeople miss their quotas (arstechnica.com)
24.
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)
25.
How Microsoft's new plan for self-repairing data centers will transform IT roles (zdnet.com)
26.
DARPA and Texas Bet $1.4B on Unique Foundry -3D heterogeneous integration (news.ycombinator.com)
27.
3D Heterogeneous Integration Powers New DARPA Fab (news.ycombinator.com)
28.
DARPA and Texas Bet $1.4 Billion on a Unique Foundry (spectrum.ieee.org)
29.
With an Intel recovery underway, all eyes turn to its foundry business (techcrunch.com)
30.
Adobe launches a foundry service that builds custom generative AI models for enterprises (techcrunch.com)
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