Elon Musk’s Terafab hits a roadblock before making a single chip, receives cease-and-desist order — firm files trademark lawsuit, has sold Tera-Fab-branded lithography tools for over a decade

Elon Musk’s Terafab semiconductor project has run into an unexpected trademark dispute with Tera-print, a small U.S. company that has used the Tera-Fab name for its tabletop lithography equipment for about a decade.

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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
 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

As many semiconductor fabs and facilities go online in the 2030s and beyond, a global consulting firm said that these sites will need thousands of engineers and technicians that the U.S. will be hard-pressed to fill.

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ASML snubs Elon Musk-backed particle accelerator chipmaking tech — firm doubles down on 1,000W laser-produced plasma systems for chipmaking tools
 ASML snubs Elon Musk-backed particle accelerator chipmaking tech — firm doubles down on 1,000W laser-produced plasma systems for chipmaking tools

With progress that ASML makes with its LPP EUV light sources for its scanners, the company is barely interesting in adopting particle accelerator-based FEL sources.

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Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding

Nanya-backed DRAM designer PieceMakers began trading in Taipei on Sept. 16 on a bet that AI inference memory won’t be HBM.

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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’

Nvidia CEO thinks that in light of his view of a three- to four-year timeline for Chinese development of advanced semi tooling, the country is “already there.”

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SK hynix reportedly discussing US memory chip manufacturing with Intel — options include leasing Ohio plant or forming joint venture with other AI hyperscalers
 SK hynix reportedly discussing US memory chip manufacturing with Intel — options include leasing Ohio plant or forming joint venture with other AI hyperscalers

Sources say SK hynix and Intel are in talks to start HBM manufacturing in the United States. Both companies refused to confirm the rumors, though, as SK hynix could potentially be put in a precarious position as trade talks between Seoul and Washington continue.

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Agility Launches Digit 5: No More Safety Cages, $300 Million In Orders

Agility Robotics is launching Digit 5, its next-generation humanoid robot that can work with humans outside the cage.

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Construction Robots Just Took A Giant Leap Forward: Hello Holy Grail Of Robotics

Zinova makes physical AI called “Tool Intelligence” for construction robots. It might just be a giant leap forward in a space where robots have generally disappointed.

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Micron offers Taiwan employees $31,650 cash bonus as unions threaten strike over AI windfall — workers reject record payout package, demand 15% profit-sharing plan

Micron is offering Taiwan employees a NT$1 million cash bonus, but unions have rejected the package and are demanding permanent profit sharing as strike talks continue.

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Chinese quartz approved for semiconductor equipment and DRAM manufacturing, but it still can’t break America’s monopoly — China secures domestic supply for chipmaking components, but Spruce Pine still holds the crucible monopoly
 Chinese quartz approved for semiconductor equipment and DRAM manufacturing, but it still can’t break America’s monopoly — China secures domestic supply for chipmaking components, but Spruce Pine still holds the crucible monopoly

Pacific Quartz gets its high-purity quartz qualified for semiconductor equipment and DRAM manufacturing.

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