Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan targets $3.6 billion revenue by 2028

Tower Semiconductor has announced a dual-track expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging operations in Japan

Nokia and Nvidia built the first commercial AI-RAN, aiming to double network capacity
Nokia and Nvidia built the first commercial AI-RAN, aiming to double network capacity

The firms powering the AI boom now want a piece of the mobile network. Nokia says it has built the industry’s first commercial AI-RAN platform, together with Nvidia, calling it the biggest shift in radio in decades. RAN stands for radio access network,…

Apple is shopping for chip companies because its own AI servers can’t keep up
Apple is shopping for chip companies because its own AI servers can’t keep up

Apple built a trillion-dollar business on chips it designs itself. It cannot design the ones its AI needs fast enough, so it is going shopping. The iPhone maker is hunting for AI chip acquisitions, The Information reported. In recent months it has talk…

Jensen Huang thanks Sega for the $5m that saved Nvidia from bankruptcy in 1995
Jensen Huang thanks Sega for the $5m that saved Nvidia from bankruptcy in 1995

Nvidia and Sega go back 30 years. Jensen Huang flew to Tokyo to thank the games maker for a $5m investment that saved his company from bankruptcy in 1995. “If not for what Sega did for Nvidia, Nvidia would not be here today.” That is Jensen Huang, chie…

Intel becomes the first company to ship high-volume logic chips made with ASML’s High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners
Intel becomes the first company to ship high-volume logic chips made with ASML’s High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners

Intel is using ASML’s High-NA EUV tools to pattern select Panther Lake layers, marking the technology’s first use in high-volume logic production

CXMT prices a record $8.5bn Shanghai IPO, valuing China’s memory champion at $85bn
CXMT prices a record $8.5bn Shanghai IPO, valuing China’s memory champion at $85bn

China’s biggest memory chipmaker is about to test the public markets. ChangXin Memory Technologies, known as CXMT, has priced its Shanghai IPO at 8.66 yuan ($1.28) a share, the South China Morning Post reported. The sale will raise about 57.9 billion y…

Intel’s EMIB packaging gains traction as chip designers look to skirt TSMC’s CoWoS constraints — Google’s reported decision for 9th-gen TPUs highlights Intel’s attractive alternative
Intel’s EMIB packaging gains traction as chip designers look to skirt TSMC’s CoWoS constraints — Google’s reported decision for 9th-gen TPUs highlights Intel’s attractive alternative

Google has reportedly chosen Intel’s EMIB-T over TSMC’s CoWoS-L for its next-generation TPU, codenamed Humufish. But will Google be alone in its alleged decision?

Reflection signs a $1bn AI compute deal with Nebius, its second big capacity grab in a month
Reflection signs a $1bn AI compute deal with Nebius, its second big capacity grab in a month

Reflection AI has locked in more computing power. The US startup signed an AI compute deal worth more than $1bn with Nebius, the Amsterdam-based cloud provider, according to Bloomberg. The agreement runs through 2029. It gives Reflection access to Nvid…

Apple is in talks with the startup shrinking a 27B AI model onto an iPhone
Apple is in talks with the startup shrinking a 27B AI model onto an iPhone

Apple is in early talks with PrismML, a startup that shrinks large AI models to run directly on a phone. The company’s on-device AI pitch could help Apple keep more of Siri’s work off the cloud. PrismML chief executive Babak Hassibi told CNBC that Appl…

Micron commits $500 million to GlobalWafers’ Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the US by 2035

Running until 2035, the $250 billion spending target is attached to a goal of making 40% of Micron’s DRAM in the U.S. by the mid-2030s.