Technology
ASML Beats Q1, Raises 2026 Forecast on AI Memory Boom
ASML posted €8.8B in Q1 sales and lifted its 2026 outlook to €36-40B. Half of new-tool orders went to memory chips, a cycle no one predicted a year ago.
Shaw Beckett·
Semiconductors
Technology
Musk Unveils Terafab: A $25 Billion Bet on Building Chips From Scratch
Tesla, SpaceX, and xAI announced a joint semiconductor factory in Austin targeting 2nm chips and a terawatt of annual compute. The industry is skeptical.
Shaw Beckett·
Politics
Trump's Chip Tariff Plan Has a Giant Loophole for Amazon, Google, and Microsoft
The administration is preparing semiconductor tariffs with built-in exemptions for Big Tech, and TSMC's $165 billion Arizona bet is the key.
Shaw Beckett·
Business
Wall Street's Third Straight Year of Gains: What AI and Chips Mean for 2026
Chip stocks surged to open 2026 as investors bet the AI boom has more room to run. Here's what the numbers say and what could go wrong.
Shaw Beckett·
Technology
China Built a Secret EUV Chip Machine by Reverse-Engineering the West's Most Guarded Technology
A covert six-year program involving former ASML engineers has produced a working prototype. Here's what that means for the global chip war.
Shaw Beckett·
Technology
Nvidia Invests $2 Billion in Synopsys to Build AI-Powered Chip Design Tools
The GPU giant is betting that AI can design the next generation of chips faster and better than human engineers alone. Synopsys will help make it happen.
Shaw Beckett·
Technology
AWS Launches Trainium3: Amazon's Answer to Nvidia's AI Chip Dominance
Amazon's new 3-nanometer AI chip promises 4x faster performance and 4x more memory. The cloud giant is betting big on breaking Nvidia's stranglehold.
Shaw Beckett·