Tesla and SpaceX have confirmed where they’ll build Terafab, the semiconductor megafactory Elon Musk first teased in March. It’s going to Grimes County, Texas, about an hour northwest of Houston.
The companies put the initial phase at roughly $16.8 bil…
China’s two biggest optical module makers took a beating on Wednesday. Zhongji Innolight fell as much as 16%, according to the South China Morning Post. Bloomberg put the intraday drop at 14%. Eoptolink Technology slid with it. The trigger was a Reuter…
The Salt Typhoon hack that breached America’s biggest phone carriers had a back door hiding in plain sight. A bipartisan House report has a blunt finding. Three Chinese state-owned carriers, pushed out of the US years ago, never fully left. Their lefto…
The AI memory shortage has reached the phone-shop counter. T-Mobile is rolling out financing that lets customers walk out with a new handset for nothing down. It does this by spreading not just the device but its taxes and fees over three years. The re…
Ultimately, three markers will indicate whether China’s domestic DUV program is a legitimate rival or yet more state-sanctioned hot air.
China tightens legal protections for domestically developed chip layout designs by raising originality requirements and strengthening infringement penalties.
July drone flyovers of Elon Musk’s Advanced Technology Chip Fab in Texas appear to confirm progress has ‘hit another gear.’
The AI hardware conversation is stuck on one word: compute. A startup out of Tel Aviv wants to change the word to memory. Majestic Labs, founded in 2023 by former Google and Meta engineers, has unveiled a server it says can do the work of a rack of Nvi…
The usual story about Nvidia is a hardware story: the fastest chips, in the shortest supply, at the highest price. The more important part is software. For two decades the company’s real moat has been CUDA. It is the layer that turns its silicon into s…
A South Korean chip designer few outside the industry have heard of just became a $2.2bn company. DeepX has signed the first tranche of a Series D round that values it at roughly four times its previous mark. And it is not finished raising. The first s…