
TSMC is reportedly asking equipment suppliers for factory machinery that doesn’t use rare-earth components, as the chipmaker seeks to reduce exposure to China’s dominance of critical minerals and permanent magnets.

Intel makes progress on its manufacturing expansion in Arizona and Ohio as it continues to expand advanced semiconductor manufacturing capacity in the U.S.
Humanoid robots building farm equipment? It’s not exactly agtech yet, but that should arrive later as well.

Elon Musk says ASML and other semiconductor equipment suppliers are expediting deliveries for Terafab, as Tesla and SpaceX target volume chip production in Texas by late 2028 alongside a massive expansion in AI compute capacity.

Four contract workers died after a fall at TSMC’s Fab 22 construction site in Kaohsiung, Taiwan.

Intel is concerned that the sweeping ban on foreign-made robots means that it could not update or maintain its fleet of AGVs.
Want to make your dumb robot smart? $3 an hour is all it costs. Or 75 cents, if you’re okay with a slightly less capable physical AI model.
Taiwan is expanding the Foreign Trade Act to include AI servers and semiconductors in its list of controlled exports.

Chinese startup Langdao Silex showcased its laser-produced plasma EUV source at a trade show, but the technology will likely take many years before it gets to decent EUV power levels. Even if it does, China will need many more advancements to build a practical EUV lithography tool.

This $4 billion industrial park would make it easier for smaller Taiwanese companies who can’t afford to build their own sites in the U.S. to expand and follow major Taiwanese manufacturers like TSMC and Foxconn.