ASML denies US government report that its EUV chipmaking tool was shipped to China — says ‘rumors’ are ‘inaccurate and damaging to our reputation’

U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.
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AI’s memory crunch just killed a phone. Even Apple flinched.
AI’s memory crunch just killed a phone. Even Apple flinched.

For a year, AI’s hunger for memory chips was a price story: your next laptop or phone would cost more. This week it became a product story. Nothing has scrapped its planned CMF Phone 3 Pro, with a co-founder saying the company could not build a budget …

Architect Labs raises $24M to let any company design its own AI chip
Architect Labs raises $24M to let any company design its own AI chip

Designing a chip is hard. It takes years, hundreds of millions of dollars, and a tiny pool of experts. Most of them sit inside a few large companies. Architect Labs wants to change that with AI. The Palo Alto startup left stealth on Thursday with a $24…

ByteDance is Microsoft’s biggest AI customer, even as Washington treats Chinese AI as a threat
ByteDance is Microsoft’s biggest AI customer, even as Washington treats Chinese AI as a threat

ByteDance has generally been Microsoft’s single biggest AI customer in recent years, and it is on track to spend more than $1bn a year on Microsoft’s AI and cloud services, Bloomberg reports. The striking part is what the TikTok owner is mostly buying:…

Intel’s fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node

This roadmap provides an in-depth analysis of Intel’s current plans for its chip production capacity.

The US is paying an AI startup $500M to break China’s grip on chip materials
The US is paying an AI startup $500M to break China’s grip on chip materials

The US government has just become a shareholder in an AI startup, in exchange for a bet that artificial intelligence can break China’s hold on the materials inside every chip factory. The Department of Commerce has awarded SandboxAQ $500mn under the CH…

Odyssey took Nvidia’s money. Now it’s raised $310M betting on Amazon and AMD
Odyssey took Nvidia’s money. Now it’s raised $310M betting on Amazon and AMD

Odyssey, an AI lab building real-time ‘world models’, has raised $310mn at a $1.45bn valuation. The more telling number is whose names are on the round. The Series B was led by Natural Capital, with Amazon, AMD Ventures, Google’s GV, EQT and the CIA-li…

Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Intel’s enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.
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