Elon Musk’s Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget

To build 1 TW of AI silicon per year, Elon Musk’s TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, accor…

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SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production

SK hynix disclosed in a regulatory filing on Tuesday that it will purchase 11.9 trillion won ($7.9 billion) worth of EUV lithography equipment from ASML.
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Microsoft-backed start-up raises $40 million for helium atom beam lithography that could print chips at atomic resolution — 0.1nm beam is 135 times narrower than ASML’s EUV light

Lace Lithography raised $40 million in Series A funding on Monday to develop a chipmaking tool that uses a helium atom beam instead of light to pattern silicon wafers.
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Trump administration targets $4 trillion Pax Silica investment fund for semiconductors — the US will start with a $250 million investment for global consortium

The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. It’s not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.
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Tesla Semi’s Biggest Rival Might Be Its Chinese Twin

Windrose is selling a China-built electric big rig that looks an awful lot like Tesla’s Semi. Even with import duties, CEO Wen Han says it will make money in the U.S.

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‘Silicon’ is a new five-pound art book charting the semiconductor revolution with full-page die shots and commentary — 384 page tome is $99 to pre-order now

Silicon, Arena’s stylish and premium “coffee table book like no other,” is up for pre-order now priced at $99.
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Supermicro employees accused of smuggling $2.5 billion worth of Nvidia hardware to China — perps used a hairdryer to move serial numbers between real hardware and thousands of dummy servers

Three Super Micro employees have been charged with conspiring to unlawfully divert cutting edge U.S. artificial intelligence technology to China.
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Tesla hiring semiconductor fabs construction manager — Elon Musk’s ambitious Terafab project begins

Tesla begins to form a core team behind its Terafab project, which will define the fab and spearhead its construction and tamp.
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US trade deficit hits a record $1.2 trillion as AI hardware imports surge under the Trump administration — massive demand for chips from Asia outpaces domestic production, fueling a 60% increase in imports in 12 months

AI-related imports across the computing and electronics sector have led to a big increase in the U.S. trade deficit, hitting a record $1.2 trillion in 2025, despite efforts from the Trump administration to reduce the gap. …

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How Nvidia’s $20 billion Groq 3 LPU deal reshapes the Nvidia Vera Rubin Platform — Samsung 4nm process serves as bedrock for SRAM-based AI accelerator chip

Nvidia unveiled the Groq 3 language processing unit at GTC 2026 in San Jose on Monday, marking the first chip to emerge from its $20 billion licensing and talent deal with Groq.
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