TSMC is seeking chipmaking equipment that doesn’t contain Chinese rare-earth magnets
TSMC is seeking chipmaking equipment that doesn’t contain Chinese rare-earth magnets

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 installs production tools at Fab 62 in Arizona, provides updates on Ohio chip fab
Intel installs production tools at Fab 62 in Arizona, provides updates on Ohio chip fab

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 Head To Kansas To Build Farm Equipment For AGCO

Humanoid robots building farm equipment? It’s not exactly agtech yet, but that should arrive later as well.

ASML and other critical semiconductor equipment suppliers expedite shipments to Musk’s Terafab
ASML and other critical semiconductor equipment suppliers expedite shipments to Musk’s Terafab

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 workers killed after fall at TSMC’s 2nm fab construction site
Four workers killed after fall at TSMC’s 2nm fab construction site

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

Intel asks FCC for waiver to buy foreign robots
Intel asks FCC for waiver to buy foreign robots

Intel is concerned that the sweeping ban on foreign-made robots means that it could not update or maintain its fleet of AGVs.

Robot Brains For 75 Cents/Hour? Former Nvidia Researchers Raise $90 Million

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 targets illicit AI server exports to China with five-year prison terms

Taiwan is expanding the Foreign Trade Act to include AI servers and semiconductors in its list of controlled exports.

China startup demoes prototype EUV light source
China startup demoes prototype EUV light source

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.

Taiwan raising $4 billion to build industrial park in Texas to support US chipmaking supply chain
Taiwan raising $4 billion to build industrial park in Texas to support US chipmaking supply chain

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.