JSR to build first Taiwan photoresist plant to co-develop advanced resists with TSMC — multi-million dollar plant could come online as early as 2028

The facility will close a gap that has put JSR at a disadvantage relative to its two largest Japanese rivals.

Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.
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Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have ‘the first, the most, and the best’ when it comes to AI hardware

Nvidia’s Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.
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China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.
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Notepad++ creator threatens legal action over macOS port of open-source app — developer says port is fine, but branding is too far

Notepad++ creator Don Ho has filed a trademark complaint with Cloudflare and is threatening further legal action against the developer of a macOS port.
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Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI

Intel appoints Alex Katouzian to lead client computing and physical AI efforts and confirms Pushkar Ranade as CTO, signaling a deeper shift toward AI-driven and edge computing systems
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Trump administration considers mandatory pre-release vetting of AI models — Anthropic’s Mythos cited as catalyst for policy reversal

The Trump administration is said to be discussing an executive order that would establish a government review process for new AI models before they’re released to the public.
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Nvidia’s exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

Asian suppliers now represent roughly 90% of Nvidia’s production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.
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Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile’s SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch

Anthropic has reportedly held early discussions with London-based chip startup Fractile about purchasing the company’s inference accelerators.
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Chinese court rules companies can’t fire workers just because AI is cheaper — ruling says automation alone doesn’t justify layoffs

Chinese courts ruled that companies cannot automatically fire workers simply because AI can do the job more cheaply, declaring that automation alone does not justify dismissal under labor law.
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