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1.
Elon Musk unveils $20 billion ‘TeraFab’ chip project to make chips, memory, and package processors all under one roof — targets a terawatt of annual compute (tomshardware.com)
2.
DIY chip lab turns backyard shed into Class 100 cleanroom with custom lithography system (techspot.com)
3.
Rapidus targets mass 2nm chip production in 2027, quadruples capacity ramp up — company plans to scale to 25,000 wafer starts per month in just one year (tomshardware.com)
4.
Why Nvidia’s AI boom couldn’t happen without Dutch chip equipment maker ASML (cnbc.com)
5.
The Top 8 Semiconductor Stories of 2025 (spectrum.ieee.org)
6.
China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain (tomshardware.com)
7.
China's reverse-engineered Frankenstein EUV chipmaking tool hasn't produced a single chip — sanctions-busting experiment is still years away from becoming operational (tomshardware.com)
8.
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)
9.
China may have reverse engineered EUV lithography tool in covert lab, report claims — employees given fake IDs to avoid secret project being detected, prototypes expected in 2028 (tomshardware.com)
10.
Chinese scientists discover method to cut defects by 99% with DUV chipmaking equipment, but it destroys EUV pattern fidelity — analyzing photoresist clustering with cryo-ET at 105°C (tomshardware.com)
11.
American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners (tomshardware.com)
12.
Chips, AI, and Geopolitics: Inside ASML’s Surprising Mistral Investment (techreport.com)
13.
Startup aims to shrink particle accelerators to transform semiconductor manufacturing (techspot.com)
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