Elon Musk is expanding his ambitions beyond EVs, AI, and space technology with TeraFab, a large-scale semiconductor manufacturing project in Texas. According to CNBC, during an ASML conference on Thursday, Tesla CEO Elon Musk outlined his TeraFab vision. As the only provider of a crucial EUV machine...

While NVIDIA continues to face hurdles in shipping its H200 AI accelerators to China, the company may be opening a new channel into the market. According to Reuters, Chinese customers have been told that NVIDIA’s Vera CPUs could become available as early as August, with orders now being accepted. ...

While China’s rare earth export controls continue to draw market attention, another key semiconductor material is also seeing sharp price swings. According to chinastarmarket.cn, citing China’s General Administration of Customs, tungsten hexafluoride (WF₆) hit $149.79 per kilogram in April 202...

Google is reportedly considering Samsung for part of its next-generation AI processor production. According to Business Korea, citing The Information, the company is discussing plans to have Samsung Foundry manufacture key components for its 10th-generation Tensor Processing Unit (TPU). Under the pr...

Micron, which broke ground on its New York mega fab in January, has now moved to accelerate the project by naming its lead contractor. According to syracuse.com, engineering and construction giant Bechtel—also in charge of Intel’s Ohio semiconductor campus—will handle the engineering, procurem...