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…
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…
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…
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…
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…
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…
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…
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…
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…
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…










