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1.
Meta, Broadcom and others to launch $125 million semiconductor research hub at UCLA (cnbc.com)
2.
EU forced to exempt banned Chinese chipmaker after auto industry warns of supply crisis — European car factories warn of imminent supply chain collapse (tomshardware.com)
3.
Jim Cramer says the world of tech investing has changed and it's not going back (cnbc.com)
4.
Seagate Sparks Memory Sell-Off As CEO Says It Would 'Take Too Long' To Build New Factories (slashdot.org)
5.
Samsung is heading toward a strike that could impact global chip supplies and smartphones (feeds.feedburner.com)
6.
Jim Cramer says this is how to play a market rotation — and one stock he’d buy (cnbc.com)
7.
The Surprisingly Long Life of the Vacuum Tube (news.ycombinator.com)
8.
Jim Cramer says 'it's not to late' to own AI winners powering the market (cnbc.com)
9.
Tech stocks could offer their best value in years, analysts say, after stellar earnings season (cnbc.com)
10.
Jim Cramer says the market powered through a tough earnings week but 'that doesn't mean we're out of the woods yet' (cnbc.com)
11.
Samsung's chip profit jumped nearly 50-fold in a single year, execs warn the shortage will get worse (techspot.com)
12.
NXP Semiconductors soars 26%, best day ever after earnings beat (cnbc.com)
13.
NXP Semiconductors soars 26%, paces for its best day ever after earnings beat (cnbc.com)
14.
How Semiconductors Were Made in America (news.ycombinator.com)
15.
ASML became the chokepoint for cutting-edge chips (news.ycombinator.com)
16.
The World's Most Complex Machine (news.ycombinator.com)
17.
We're booking a 375% gain in a stock to raise cash for unloved names (cnbc.com)
18.
Two Motorola Transistors Became the Default NPNs (news.ycombinator.com)
19.
TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run (cnbc.com)
20.
Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong (cnbc.com)
21.
China has spent 3.6 times more than the US on chipmaking subsidies over the past decade — $142 billion and counting, easily outweighs CHIPS Act (tomshardware.com)
22.
TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong (cnbc.com)
23.
Sony freezes memory card orders in Japan amid growing storage crisis — the company attributes the cause to ‘shortage of semiconductors’ (tomshardware.com)
24.
Arm jumps 13% in premarket after saying first in-house chip set to generate $15 billion in revenue (cnbc.com)
25.
Arm Is Now Making Its Own Chips (wired.com)
26.
Trump administration targets $4 trillion Pax Silica investment fund for semiconductors — the US will start with a $250 million investment for global consortium (tomshardware.com)
27.
'Silicon' is a new five-pound art book charting the semiconductor revolution with full-page die shots and commentary — 384 page tome is $99 to pre-order now (tomshardware.com)
28.
Musk says he’s building Terafab chip plant in Austin, Texas (theverge.com)
29.
IEEE Partners With Academia to Create Microcredential Programs (spectrum.ieee.org)
30.
US trade deficit hits a record $1.2 trillion as AI hardware imports surge under the Trump administration — massive demand for chips from Asia outpaces domestic production, fueling a 60% increase in imports in 12 months (tomshardware.com)
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