TSMC fab equipment demand nearly doubles in six months — AI surge pushes 2026 CapEx toward $64B amid tool shortages

TSMC’s equipment requirements have nearly doubled in just eight months as AI demand drives an unprecedented fab expansion, yet its 2026 CapEx budget has risen by only around 15%.

The current state of Hybrid Bonding in 2026 — TSMC sits at 6 microns and the HBM delay that nobody expected
The current state of Hybrid Bonding in 2026 — TSMC sits at 6 microns and the HBM delay that nobody expected

Hybrid bonding, the copper-to-copper joining technique that replaces solder microbumps in 3D chip stacks, is in high-volume production on logic and freshly postponed on memory.

GoPro to expand into AI data centers after $285 million merger with optical-photonics company — move to solve camera maker’s financial woes, move manufacturing back into the US
GoPro to expand into AI data centers after $285 million merger with optical-photonics company — move to solve camera maker’s financial woes, move manufacturing back into the US

GoPro is merging with optical-photonics company Starman Optical in a deal worth at least $285 million. This move will wipe out the company’s $92 million outstanding debt, let it start manufacturing its cameras in the U.S., and expand its portfolio to include optical transceivers for AI data centers.

EFF asks California governor to veto bill that would require online age verification — Electronic Frontier Foundation argues bill would result in privacy-invasive checks and step on First Amendment

Electronic Frontier Foundation asks California governor to veto bill that would require online age verification — EFF argues A.B. 1709 would result in privacy-invasive checks and step on First Amendment

AI data center investment projected to hit $32 trillion by 2050 — infrastructure spending estimated to exceed capital requirements for railways, electrification, or the internet
AI data center investment projected to hit $32 trillion by 2050 — infrastructure spending estimated to exceed capital requirements for railways, electrification, or the internet

These investments aren’t massive one-time expenses — data center operators are expected to upgrade their expensive GPUs and related infrastructure every four to six years, as new semiconductor technologies arrive on the market.

Startups want to rent your idle gaming PC for AI tasks — Startups pitch an ‘Airbnb for AI inference,’ but profitability remains unproven

If your gaming rig spends most of its life doing nothing, a pair of startups would be willing to pay you something close to minimum wage for its downtime

Researchers easily trick Fortune-500 companies’ AI agents into running arbitrary code — supply-chain attack via llms.txt guidance file illustrates how data has become code
Researchers easily trick Fortune-500 companies’ AI agents into running arbitrary code — supply-chain attack via llms.txt guidance file illustrates how data has become code

Researchers easily trick Fortune-500 companies’ AI agents into running arbitrary code. This supply-chain attack, done via using data in public llms.txt guidance files, illustrates the dangers of data becoming code.

China’s EUV technology ‘at a similar stage to ASML in 2004,’ analyst claims — Beijing’s semiconductor industry remains well behind Western rivals
China’s EUV technology ‘at a similar stage to ASML in 2004,’ analyst claims — Beijing’s semiconductor industry remains well behind Western rivals

Despite rumors, there is no evidence that Chinese makers of lithography tools can produce immersion lithography scanners in quantity.