TSMC says panel packaging won't replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package

AI chip race sends semiconductor equipment sales to record US$36.55 billion

AI chip race sends WF6 prices soaring after Japan supply shock

Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

Western Digital, Micron, Sandisk hover at all-time highs as AI trade reignites

Alex Bores: Silicon Valley Is Spending $10 Million Against My Campaign

SpaceX to buy AI coding startup Cursor for $60 billion in enterprise push

GPU infrastructure management startup Hydra Host raises $100M

Cursor’s 25-year-old CEO is a former Google intern who just cemented a $60 billion deal with SpaceX

SiMa.ai cuts physical AI deployment from months to days with agentic developer tooling

AI agent authorization startup Arcade nabs $60M investment

Exclusive: Mindbeam touts dramatic performance improvements in CPU-based AI inference

Omar Yaghi

Max Hodak

Fei-Fei Li

British police officer accused of using AI to fabricate evidence

SpaceX purchases Cursor, a Claude Code and OpenAI Codex competitor [U]

TSMC and Amkor sign 10-year deal to expand semiconductor packaging in Arizona

Google bets on Gemini to reinvent the smart home speaker

Canadian pension giant joins race to fund India’s AI-fueled data center boom

Vibe-decoding the White House-Anthropic fight over Fable

Critical Copilot vulnerability allowed hackers to steal 2FA code from users

Users cry foul after AMD stripped memory crypto from its consumer CPUs

For the 2nd time in weeks, Microsoft packages laced with credential stealer

Why Orbital Data Centers Are Harder Than Silicon Valley Thinks

Show HN: cuTile Rust: Safe, data-race-free GPU kernels in Rust

Ask HN: Has anyone replaced Claude/GPT with a local model for daily coding?

Chinese fab SMIC's 7nm metal pitch beats Intel 18A but lags 38% on density, teardown finds — Huawei's sanctions-beating HiSilicon Kirin 9030 is the first subject of SemiAnalysis's new teardown lab - Tom's Hardware

Liquid cooling technology for semiconductor chips is 10 times more efficient than previous record - Tech Xplore

Semiconductor chip writes 64 DNA sequences in water, setting new enzymatic benchmark - Phys.org

India's Kaynes enters Japan's chip assembly market with local partners - Nikkei Asia

Oregon chip stocks are roaring back. Will the jobs ever return? - OregonLive.com

Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs - 24/7 Wall St.

SIA Applauds CHIPS Act Incentives for Coherent - Semiconductor Industry Association | SIA

EigenQ and Silicon Valley Acquisition Corp. Announce Definitive Business Combination Agreement to Create a Publicly Traded Quantum Technology Company - PR Newswire

Tech Workers Are Fighting Against Silicon Valley’s AI Push - Tech Policy Press

Silicon Valley is building medical answers. Medicine needs judgment - Fast Company

DeepL expands into Silicon Valley, adds Mixhalo team and technology to accelerate Voice AI at scale - PR Newswire UK

How a 90-minute White House deadline sparked Silicon Valley’s biggest AI fight - The Washington Post

Governor Shapiro Announces $30 Million Investment from Nokia to Expand Its Semiconductor Production Operations in Pennsylvania and Create More Than 250 New Jobs - PA Department of Community & Economic Development (.gov)

UT Austin Selected To Help Lead National Expansion of Semiconductor Workforce - The University of Texas at Austin

Nokia to invest $30M in Lehigh Valley semiconductor expansion, creating 250 jobs - LehighValleyLive.com

Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas - Audacy