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1.
US chip fabs face massive 157,000 worker shortfall, mere 3% of US engineering grads enter chipmaking — despite six-figure salaries, US chip manufacturers are in dire need of engineers and technicians (tomshardware.com)
2.
America’s AI chip talent crisis — why The U.S. needs 157,000 more workers (cnbc.com)
3.
Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent (cnbc.com)
4.
Building the materials foundation for AI (technologyreview.com)
5.
Jensen Huang thinks China will develop its own advanced lithography chipmaking tools by 2030 — Nvidia CEO says achievement of that capability 'is just a matter of time' (tomshardware.com)
6.
Inside South Korea’s university programs offering a direct route to Samsung and SK Hynix (cnbc.com)
7.
Fujitsu launches made-in-Japan next-generation CPU FUJITSU-MONAKA (news.ycombinator.com)
8.
The state of ABF substrates in data center silicon in 2026 — solving the supply crunch and material wall beneath every AI accelerator (tomshardware.com)
9.
World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high (cnbc.com)
10.
Analog Devices to Acquire Alif Semiconductor for $1.35 Billion (feeds.content.dowjones.io)
11.
Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time (techcrunch.com)
12.
South Korea's AI rally is reshaping romance, reality shows and academic preferences (cnbc.com)
13.
Intel scraps 44-year-old 'Fellow' title for top scientists, changes 'standard of technical leadership' — technical luminaries must now deliver measurable business results, combine deep expertise with strategic vision and 'measurable tactical progress' (tomshardware.com)
14.
TSMC fab equipment demand nearly doubles in six months — AI surge pushes 2026 CapEx toward $64B amid tool shortages (tomshardware.com)
15.
Nvidia adds more than $400 billion in value after blowout earnings boost AI confidence (cnbc.com)
16.
SK Hynix CEO says Indiana will be key memory production base by 2030, first U.S. facility now underway (cnbc.com)
17.
Nvidia jumps 7% after blockbuster earnings boost AI confidence (cnbc.com)
18.
Building Technology People Can Trust (spectrum.ieee.org)
19.
Micron Unveils $10 Billion AI Memory Research Lab In Boise (slashdot.org)
20.
Stop Hunting, Start Solving: Accelerating Root Cause Analysis with Agentic AI (spectrum.ieee.org)
21.
LG enters chip packaging arena with Laser Direct Imaging machine, as TSMC's CoWoS remains constrained — maskless machine is designed to pattern fine interconnects, trading resolution for higher throughput (tomshardware.com)
22.
Micron commits $10 billion to new US-based Research Labs — Boise hub to target post-DRAM and NAND technologies and packaging (tomshardware.com)
23.
H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence (tomshardware.com)
24.
Micron announces $10B research hub in Boise (news.ycombinator.com)
25.
How Micron's $50 billion Boise buildout is reshaping its hometown (cnbc.com)
26.
Nvidia's stock has started to come alive. Here's 3 reasons why it can continue (cnbc.com)
27.
World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand (cnbc.com)
28.
Chip Maker Infineon Forecasts Strong Revenue Growth on Booming AI Demand (feeds.content.dowjones.io)
29.
Lawsuit claims Micron's $100 billion New York chip fab could discharge "forever chemicals" into the Oneida River (techspot.com)
30.
Looking inside a 1970s PROM chip that stores data in microscopic fuses (2019) (news.ycombinator.com)
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