Trump’s stake deal was all about locking Intel into foundry
Real countries have fabs
Intel has been strong-armed into holding on to its bleeding foundry business after Donald Trump’s administration tied subsidies to an equity grab.
EU antitrust boss warns Trump not to mess with tech laws
Brussels hints trade deal could collapse
The EU’s competition chief Teresa Ribera has warned that Brussels must be ready to ditch its freshly minted trade deal with the US if Donald Trump presses ahead with threats to neuter Europe’s digital rules in favour of Google, Microsoft, Apple, and Meta.
TSMC starts building 1.4nm mega-fab ahead of schedule
Punts over a trillion yuan at it
The Taiwanese silicon giant TSMC has begun work early on its next-generation 1.4nm process fab, and it's coughing up more than a trillion yuan to do it.
Nvidia’s Rubin chips hit the fabs
More coming
Nvidia has confirmed that its next-generation Rubin AI chips are already in the fabs and ready to hit volume production in the second half of 2026.
AI PCs inch forward despite market gridlock
Vendors flog silicon dreams while punters wait for prices to drop
Despite some economic potholes and user indifference, so-called AI PCs are crawling their way into the market, with analysts predicting 143 million units will ship next year.