• August 5, 2026
  • 57 views
Jeff Dean Leaves Google to Found Discovery Loop

Google’s shares fell 4% on Tuesday, wiping out about $186 billion in market value, after the company said Jeff Dean, the engineer who helped build its artificial-intelligence program, would leave…

  • August 4, 2026
  • 60 views
TSMC Expands CoWoS Outsourcing as AI Packaging Crunch Persists

TSMC decided this week to open the most technically demanding step of its CoWoS packaging process to outside contractors, a shift aimed at easing the biggest remaining bottleneck in AI…

  • August 4, 2026
  • 65 views
Zeiss Says EUV Optics Can Keep Pace With AI Demand

In Oberkochen, a town of about 8,000 in southwestern Germany, Zeiss is making room. The company’s semiconductor unit said last month that it had rebuilt part of its headquarters site…

  • August 4, 2026
  • 58 views
AI Labs Keep Losing Their Star Researchers

Lilian Weng told Thinking Machines Lab last week that she was stepping away as a co-founder, saying the job had taken a toll on her health and she wanted a…

  • August 4, 2026
  • 57 views
Sequoia’s $1 Billion Nuclear Bet

Valar Atomics raised $1 billion in a Series B round led by Sequoia Capital, tripling its valuation to $6 billion from $2 billion, according to Axios. The startup builds modular…

  • August 4, 2026
  • 45 views
Airtable’s Discounted Exit

Bending Spoons, the Italian app developer, agreed to buy Airtable for about $1.285 billion in cash, the companies said — its first acquisition since going public, and one of the…

  • August 4, 2026
  • 54 views
Korea’s National GPU Build-Out

South Korea broke ground on a national AI computing center in Haenam this week, a roughly $1.7 billion project led by Samsung SDS that aims to have 15,000 GPUs running…

  • August 4, 2026
  • 51 views
Brussels Reaches Into Broadcom’s Files

The European Union’s General Court rejected Broadcom’s request to suspend its cooperation with an EU antitrust investigation, a ruling that clears the way for the chip maker to hand over…

  • August 4, 2026
  • 61 views
TSMC’s Kumamoto Recovery

When the 7.1-magnitude earthquake hit Kumamoto prefecture on Aug 2, the semiconductor industry held its breath. The quake killed 38 people and knocked out power to about 48,000 households, according…

  • August 4, 2026
  • 61 views
SpaceX’s $116 Billion Lockup Countdown

SpaceX reports its first earnings since going public after the market closes today, with a short position of about $23.6 billion hanging over the stock and $116 billion in lockup…