
TSMC muscles into silicon photonics, leaving Intel gasping
A patent surge, Nvidia’s shove, and a 2026 CPO rollout crank up the pressure.
TSMC has charged into silicon photonics and is trampling Troubled Chipzilla’s toes. Japanese reports say TSMC has filed nearly twice as many US patents in the latest silicon photonics field as Intel.

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.

US giants queue up for TSMC's Arizona silicon
TSMC's stateside fabs are in hot demand
The Fruity Cargo Cult Apple, Supermicro, Nvidia, and Broadcom are all shoving each other to the front of the queue for production capacity at TSMC’s Arizona factory.

Nvidia tapes out Rubin chips
Huang reckons Rubin will reshape compute from the ground up
Nvidia supreme dalek Jensen Huang has confirmed that his outfit is already elbows-deep in its next big AI architecture, Rubin, which is apparently going to be a full-blown “revolution” for the compute world.

Father of Android on leave after “inappropriate relationship”
Rubi's Google exit was under a cloud
Essential founder and CEO Andy Rubin is on leave from his new company for “personal reasons” after a news story revealed that his 2014 exit from Google was a little murky.

Andy Rubin shows off Ambient OS
Will be Open Source
Playground CEO Andy Rubin's new company Essential has unveiled a new premium Android smartphone and Amazon Echo competitor.