The US says one of ASML’s top chip tools is in China. ASML says it isn’t.
The US says one of ASML’s top chip tools is in China. ASML says it isn’t.

The US has accused the one company on Earth that makes the machines behind cutting-edge chips of letting one slip into China. It has not shown its proof, and the company says it never happened. In a series of recent meetings, Commerce Secretary Howard …

ASML denies US government report that its EUV chipmaking tool was shipped to China — says ‘rumors’ are ‘inaccurate and damaging to our reputation’

U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.

AI’s memory crunch just killed a phone. Even Apple flinched.
AI’s memory crunch just killed a phone. Even Apple flinched.

For a year, AI’s hunger for memory chips was a price story: your next laptop or phone would cost more. This week it became a product story. Nothing has scrapped its planned CMF Phone 3 Pro, with a co-founder saying the company could not build a budget …

Architect Labs raises $24M to let any company design its own AI chip
Architect Labs raises $24M to let any company design its own AI chip

Designing a chip is hard. It takes years, hundreds of millions of dollars, and a tiny pool of experts. Most of them sit inside a few large companies. Architect Labs wants to change that with AI. The Palo Alto startup left stealth on Thursday with a $24…

ByteDance is Microsoft’s biggest AI customer, even as Washington treats Chinese AI as a threat
ByteDance is Microsoft’s biggest AI customer, even as Washington treats Chinese AI as a threat

ByteDance has generally been Microsoft’s single biggest AI customer in recent years, and it is on track to spend more than $1bn a year on Microsoft’s AI and cloud services, Bloomberg reports. The striking part is what the TikTok owner is mostly buying:…

Intel’s fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node

This roadmap provides an in-depth analysis of Intel’s current plans for its chip production capacity.

The US is paying an AI startup $500M to break China’s grip on chip materials
The US is paying an AI startup $500M to break China’s grip on chip materials

The US government has just become a shareholder in an AI startup, in exchange for a bet that artificial intelligence can break China’s hold on the materials inside every chip factory. The Department of Commerce has awarded SandboxAQ $500mn under the CH…

Odyssey took Nvidia’s money. Now it’s raised $310M betting on Amazon and AMD
Odyssey took Nvidia’s money. Now it’s raised $310M betting on Amazon and AMD

Odyssey, an AI lab building real-time ‘world models’, has raised $310mn at a $1.45bn valuation. The more telling number is whose names are on the round. The Series B was led by Natural Capital, with Amazon, AMD Ventures, Google’s GV, EQT and the CIA-li…

Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Intel’s enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.