Manufacturers are adopting AI fast, but returns are lagging. The problem is often weak procurement discipline, not weak technology.

Rapidus is building Japan’s entire return to leading-edge logic on one fab in Chitose, Hokkaido.
Maybe your job is safe from the robots just because you’re cheap, and they’re expensive. But maybe that won’t last forever …

Intel’s XBM patent proposes an HBM alternative that uses backend-transistor DRAM, UCIe chiplet links, and repair logic to reduce packaging costs and complexity.

Huawei is reportedly preparing to enter South Korea’s AI accelerator market with its Ascend 950 chips and Atlas 950 SuperPod, challenging Nvidia through aggressive pricing, amid a broader push to expand its AI ecosystem beyond China
Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.
The new Atlas can kick a soccer ball like no other robot. But for the first time, Boston Dynamics has engineered in a secret superpower critical for success.

Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel’s Arizona fab that is now ramping production of chips using 18A fabrication process.
Apptronik unveiled Robot Park, a 90,000 square foot data factory for humanoids, today. But there’s more, including the next version of Apollo, it’s humanoid.