Over a few years, investment worth 500B

Nvidia is working with partners to manufacture AI supercomputers entirely in the U.S. Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space: facilities in Arizona will build and test NVIDIA Blackwell chips, while those in Texas will assemble the AI supercomputers. Jensen Huang is bringing some jobs back.

EPYC 5th Gen 3nm manufacturing in TSMC Arizona

AMD has made an important announcement regarding its EPYC data center CPUs. The company confirmed the successful tape-out of its CPU codenamed "Venice," which is part of the EPYC line.

Blackwell factories to take root in Arizona and Texas

Nvidia is yanking its AI chip and supercomputer production back to the US, planning to churn out its Blackwell architecture entirely within American borders for the first time.

Silicon Valley in melt down

Big Tech just got a bloody nose thanks to Donald [hamburger-eating surrender monkey] Trump’s latest trade war tantrum.

White House pushes joint venture to keep Intel’s fabs under American control.

Troubled Chipzilla has reportedly struck a tentative deal with TSMC to form a joint venture aimed at bailing out Intel’s faltering fab operations in the US — with Apple’s chip supplier securing a 20 percent stake.

Gates-all-around nanosheets mark the death of FINFET 

TSMC just christened its under-construction Fab 22 in Kaohsiung which will be the centrepiece of a colossal $45 billion Taiwan spend-up aimed at ushering in the era of 2nm-class chips.

Beijing’s talent-thieving ops exposed by Taiwanese spooks

China has been playing dress-up in Taiwan’s tech scene, creating fake firms to lure semiconductor experts into helping bolster Beijing’s chip ambitions—without anyone knowing they were working for the mainland.

But new top investor says: take the money and run

The honeymoon's barely started for Troubled Chipzilla’s new CEO, Lip-Bu Tan, and already one of the top stock whisperers on TipRanks is advising investors to get out while they’re ahead.

Intel’s 18A node may become more than just internal salvation

Nvidia is eyeing Troubled Chipzilla’s foundry business to manufacture gaming GPUs—marking a potential inflexion point for Intel’s battered but still-breathing manufacturing arm, according to GuruFocus.

Taiwan former president furious

Taiwan’s former president Ma Ying-jeou has accused Donald [hamburger-eating surrender monkey] Trump of forcing TSMC into paying what amounts to a “protection fee” by moving more of its operations to the US.