ASML makes breakthrough in EUV chipmaking tech, plans to increase speed by 50% by 2030 — new 1,000-watt light source fires three lasers at 100,000 tin droplets every second

ASML to use a new CO2 laser system and tin droplet generator to increase EUV light source performance to 1000W and lithography tool productivity to 330 wafers per hour in 2030 and beyond.
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The state of China’s decade-long semiconductor push: still a decade behind, despite hundreds of billions spent and significant progress — examining the original ‘Made in China 2025’ initiative

After 10 years and hundreds of billions of investments, China’s semiconductor supply chain is still decades behind chip supply chain in America and Taiwan.
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TSMC considers an additional $100 billion investment into Arizona fabs to bolster American chipmaking efforts — move would help TSMC’s chips avoid tariffs due to local production

TSMC, other companies to invest $250 billion in the U.S. as part of trade deal, TSMC reportedly mulls additional $100 billion investment and four more fab modules.
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iFixIt calls BMW’s new anti-consumer security screws ‘a logo-shaped middle finger to right to repair,’ Adafruit 3D prints a solution — BMW’s connector reverse engineered using patent filing as a design blueprint

Automaker BMW has filed a patent for a new fastener which takes design cues from the its iconic segmented roundel logo. but it has been accused of creating this design for service and repair gatekeeping.
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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

Japan’s state-backed foundry Rapidus plans to begin production of 2nm-class semiconductors in the second half of its fiscal year 2027, with full-scale production expected in 2028.
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Tachyum forced to shutter R&D office due to unpaid rent, wages, and taxes — firm still claims forthcoming Prodigy chip will have a 21x performance leap on Nvidia Rubin Ultra

Tachyum forced to vacate R&D office due to unpaid rent, wages, and taxes

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Didero lands $30M to put manufacturing procurement on ‘agentic’ autopilot

Didero functions as an agentic AI layer that sits on top of a company’s existing ERP, acting as a coordinator that reads incoming communications and automatically executes the necessary updates and tasks.

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Cadence embeds AI ‘super agent’ to assist engineers when designing EDA tools — company aims for ‘over a trillion transistors’ by 2030, with AI helping to debug and verify complex projects

“We’re easily going to get over a trillion transistors… in the package, by the end of the decade,” Cadence Senior Vice President Paul Cunningham claims.
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Memory hoarding and skyrocketing prices hit entry-level electronics demand, foundry orders — China’s top chipmaker points to supply chain pressures squeezing out consumers

Rising DRAM and NAND prices driven by AI megatrend and amplified by memory overbooking are hitting sales of inexpensive consumer electronics and smartphones, which affects orders of entry-level processors to foundries, acc…

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U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML’s Dutch exports of lithography machines used to create advanced chips

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.
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