LG Chem weighs CCL expansion as AI chip demand strains supply

Taiwan Semiconductor Manufacturing Company (TSM)’s Monthly Sales Rise

Emerging markets are now an AI chip trade: Chart of the Day

Intel Corporation (INTC)’s Stock Has Surged but Needs an Engineering Revival

Apple Being Forced To Drop 2nm Process After Just Two Generations Because Of AI, As Race To Secure 1.4nm Supply Takes Paramount Importance

Micron Technology set to surpass all US companies in profitability except Nvidia and Google

Europe’s Hunt for AI Stocks Leads to Power Suppliers and Banks

Intel CEO's Other AI Bet Just Jumped To A $10 Billion Valuation

Mindgrove signs MoU for first commercial deployment of Vision SoC chip

Don't let AI chip off the old block

AOC puts major tech company on notice amid looming price increases: 'Far too big'

As Trump Doubles Down on Quantum Computing, This Is the Top-Performing Stock to Buy YTD

The AI Startup Challenging Tesla and Waymo in the Race to Automate Driving

Elon Musk says Grok 4.5 is now in private beta, claims performance near or above Anthropic's Opus

Should we fear an artificial intelligence bubble bust?

Study Uses Age Of Empires Scenario Editor To Illustrate Why It’s Farcical To Treat AI As Cognizant

Omen AI’s plan to optimize data centers is all wet

Madonna Says AI Is “Opposite Of Making Art,” Prefers “Connecting To Nature”

The Anti-Data-Center Movement Is Reshaping Michigan Politics

TeraWulf Inc. (WULF) is One of the Worst AI Stocks Under $30, According to Short Sellers

Lawmakers want to ban AI companies from selling your health data

Penguin Solutions (PENG) Becomes NVIDIA AI Factory Specialized Partner

Oracle’s 21,000 layoffs help drive its debt-fueled AI investments

Following user outcry, AMD reinstates memory encryption in consumer CPUs

Gemini’s personalized AI image generation is now free for US users

The Lab Mistake That Might Revolutionize Computing

Anthropic and Gov. Newsom forge deal allowing California government to use Claude at half price

Why Does a Bank Need a Chief Scientist?

South Korean tech giants commit over $550B to ease ‘RAMageddon’

AI Is Designing Radio Chips That Humans Couldn’t Even Imagine

Cursor now has a mobile app for guiding your coding agent on the go

Anthropic CEO: Open-Source AI is getting dangerous (2023)

Meta Contractors Posed as Teens to Prompt Rival Chatbots About Suicide, Sex, and Drugs

OpenAI, Anthropic new AI spending reality as users shift to efficiency

Show HN: Bash4LLM+ – A lightweight, dependency-free Bash wrapper for LLM APIs

OpenAI is teasing new hardware… for Codex

US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028?

A way to exclude sensitive files issue still open for OpenAI Codex

Intel’s Chip Business Shows Signs of Life After Years of Struggle - The New York Times

Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership - Reuters

South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support - Tom's Hardware

Baidu’s Chip Unit Asked IPO Investors to Buy Its Semiconductors - The Information

IBM chip-design 'breakthrough' weakens Huawei claims - Light Reading

AI Is Making Silicon Valley Productive, Anxious and Afraid to Log Off - Bloomberg.com

Tech Strategy Initiative Meeting in Silicon Valley - Münchner Sicherheitskonferenz

Another Bloomington semiconductor factory expands to meet technology demands - Star Tribune

Om Malik, Whose Blog Shaped How Silicon Valley Saw Itself, Dies at 59 - The New York Times

Silicon Valley’s AI jobs purge is a warning for the world - The Telegraph

Artificial intelligence becomes ripe target for taxes - Roll Call

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

Nvidia’s AI chip sales are stalling in China. Here’s who’s gaining market share - Fast Company

VivoPower Selects Global AI Industry Leader as Preferred AI Tenant for Lease of Norway Operational Data Center - Yahoo Finance

The High School Pipeline to South Korea’s Chip-Making Fortunes - The New York Times

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

Arizona STEM teachers learn about AI economy and semiconductor jobs at ASU, Intel institute - KJZZ

Kara Swisher took Silicon Valley by force. Now she's eyeing influence in the 2028 campaign - Source ONE News

‘This is frustrating for all of us’: Need for workers prompts semiconductor job training initiative - KXAN Austin

Texas awards $3.1M for Austin chip industry expansion - Austin American-Statesman