SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production

SK hynix disclosed in a regulatory filing on Tuesday that it will purchase 11.9 trillion won ($7.9 billion) worth of EUV lithography equipment from ASML.

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US senators want to suspend Nvidia AI chip export licenses to China and its intermediaries — bipartisan letter to Commerce Dept says that Huang’s claims of no chip diversion ‘were contradicted by reporting available’

U.S. senators Elizabeth Warren (D-Mass.) and Jim Banks (R-Ind.) told Commerce Secretary Howard Lutnick that he should suspend all active export licenses to China for Nvidia AI chips, saying that Nvidia’s most advanced AI G…

Pentagon formalizes Palantir’s Maven AI as a core military system with multi-year funding — platform’s investment grows to $13 billion from $480 million in 2024

The Pentagon intends to designate Palantir’s Maven Smart System as an official program of record, locking in multi-year funding for the AI-enabled targeting platform.

Microsoft-backed start-up raises $40 million for helium atom beam lithography that could print chips at atomic resolution — 0.1nm beam is 135 times narrower than ASML’s EUV light

Lace Lithography raised $40 million in Series A funding on Monday to develop a chipmaking tool that uses a helium atom beam instead of light to pattern silicon wafers.

Autonomous mobile drone swarm killer created in trilateral US defense company collab — the new Leonidas Autonomous Ground Vehicle (AGV) is a high-power microwave platform

A trio of US defense, autonomy, and directed energy industry leaders have created the Leonidas Autonomous Ground Vehicle (AGV) to address the threat of drone swarms.

AWS Bahrain suffers major disruption due to the ongoing US-Iran conflict — drone activity blamed for service interruption

Amazon Web Services has confirmed that its Bahrain site has been disrupted due to the ongoing conflict. It’s been said that drone activity is causing the service interruption, and that the company is requesting its clients…

Trump administration targets $4 trillion Pax Silica investment fund for semiconductors — the US will start with a $250 million investment for global consortium

The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. It’s not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.

GTC 2026: Ian Buck press Q&A transcript — VP of Hyperscale and HPC speaks out on shelving CPX and shipping LPU decode this year

Following Nvidia’s GTC 2026 keynote, where CEO Jensen Huang laid out the company’s Vera Rubin architecture and the Groq 3 LPU acquisition, Nvidia’s Ian Buck sat down with press for a Q&A session.