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1.
Toilet maker Toto scores a royal flush as share price rises due to AI demand in unlikely chipmaking side-gig — Japanese company develops electrostatic chucks to hold silicon wafers in lucrative segment (tomshardware.com)
2.
TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings (slashdot.org)
3.
TSMC says AI demand is “endless” after record Q4 earnings (arstechnica.com)
4.
CNBC Daily Open: AI trade reignited by TSMC earnings blowout (cnbc.com)
5.
CNBC Daily Open: TSMC earnings draw investors' eyes back to AI (cnbc.com)
6.
A $250 billion trade deal will see Taiwan bring more semiconductor production to the US (engadget.com)
7.
Taiwan to invest $250B in US semiconductor manufacturing (techcrunch.com)
8.
Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand (cnbc.com)
9.
Water Is the Supply Chain Risk No One Talks About — Until It's Too Late (feeds.feedburner.com)
10.
Micron secures $318 million Taiwanese subsidy for HBM R&D as AI memory arms race intensifies — three-year project aims to develop leading-edge, high-performance memory (tomshardware.com)
11.
UK Company Sends Factory With 1,000C Furnace Into Space (slashdot.org)
12.
UK company shoots a 1,000-degree furnace into space to study off-world chip manufacturing — semiconductors made in space could be 'up to 4,000 times purer' than Earthly equivalents (tomshardware.com)
13.
UK company shoots a 1000-degree furnace into space to study off-world chip manufacturing — semiconductors made in space could be 'up to 4,000 times purer' than Earthly equivalents (tomshardware.com)
14.
The Top 8 Semiconductor Stories of 2025 (spectrum.ieee.org)
15.
Trump administration announces new tariffs on Chinese chips and electronic components — but fresh sanctions won't take effect until 2027, and rates remain unknown (tomshardware.com)
16.
New Texas Instruments fab will pump out tens of millions of chips per day — first 300mm fab starts production after $60 billion investment (tomshardware.com)
17.
Essential Semiconductor Physics [pdf] (news.ycombinator.com)
18.
Essential Semiconductor Physics,Mark Lundstrom Purdue University [pdf] (news.ycombinator.com)
19.
Semiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once (tomshardware.com)
20.
Tata, Intel deepen India semiconductor push with pact on chip supply chain and AI PCs (cnbc.com)
21.
Pat Gelsinger wants to save Moore’s Law, with a little help from the Feds (techcrunch.com)
22.
RAM Is So Expensive, Samsung Won't Even Sell It To Samsung (slashdot.org)
23.
How Intel clawed its way back to relevancy - and why it's suddenly winning again (zdnet.com)
24.
Trump Administration to Take Equity Stake in Former Intel CEO’s Chip Startup (feeds.content.dowjones.io)
25.
Keep your receipts: Tech firms told to prepare for possible tariff refunds (arstechnica.com)
26.
Taiwan set to avoid 'punishing' 300% tariffs on semiconductor exports, says report — new trade deal could spur $400 billion investment commitment from island nation (tomshardware.com)
27.
The new silicon valley (literally) (theverge.com)
28.
SoftBank sinks over 10% as Nvidia-fueled rout sweeps Asian chip shares (cnbc.com)
29.
Taiwan to up defense spending and develop Iron Dome-inspired missile protection — expert warns one well-placed Chinese missile could make it 'impossible to get a new iPhone for three years' (tomshardware.com)
30.
Elon Musk says Tesla needs to build 'gigantic chip fab' to meet AI and robotics needs (cnbc.com)
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