US Treasury moves to curb AI, chip and biotech deals in China and Russia
US Treasury moves to curb AI, chip and biotech deals in China and Russia

“The proposed regulations would strengthen the existing Outbound Investment Security Program to prevent our adversaries from using U.S. investment to develop critical technologies that threaten U.S. national security,” Treasury Secretary Scott Bessent …

China can make advanced chips without EUV, but the bill keeps growing

China has stretched older DUV lithography far further than expected, using multiple patterning to approach 5nm-class without EUV. But experts say the trade-offs in cost, yield, and die size mean further advancements are unlikely to be economically viable.

Intel CTO tells Dwarkesh Patel the world lacks tools to 10x chip output
Intel CTO tells Dwarkesh Patel the world lacks tools to 10x chip output

Intel could not make 10 times more leading-edge wafers even if it wanted to, says its chief technology officer, Pushkar Ranade. The world lacks the chipmaking tools. Doubling output is about the limit, he told Dwarkesh Patel on the Dwarkesh Podcast. Pa…

Nvidia has put $170bn on the line for neoclouds, The Information reports
Nvidia has put $170bn on the line for neoclouds, The Information reports

Jensen Huang told CNBC on Thursday that demand for neoclouds is “off the charts”, Business Insider reported. His company has put more than $170bn on the line for them and other large customers, according to an analysis of its filings by The Information…

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.

Agility’s Digit 5 humanoid robot will run on Nvidia as it heads for Nasdaq
Agility’s Digit 5 humanoid robot will run on Nvidia as it heads for Nasdaq

Agility Robotics will use Nvidia’s IGX Thor modules as the only onboard computer in Digit 5, the next version of its humanoid robot. The company announced the deal on Thursday. Nvidia will be the exclusive supplier of onboard compute for the version th…

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.

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.

Supermicro expects up to $19.5bn in quarterly revenue, $4bn above guidance
Supermicro expects up to $19.5bn in quarterly revenue, $4bn above guidance

Supermicro expects to report revenue of $18.5bn to $19.5bn for the three months to September, against the $14.5bn to $15.5bn it had guided. The AI server maker put the gap down to “increased demand for AI platforms”. The company published the prelimina…