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

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Elon Musk spent estimated $1 billion on an energy company to power xAI, filings reveal — APR Energy owns a fleet of trailer-mounted gas and diesel turbines capable of generating more than 1 gigawatt

An FTC document revealed that Elon Musk purchased APR Energy, a mobile natural gas and diesel turbine generator provider, for an estimated $1 billion. The deal wasn’t announced publicly and was only discovered after the FTC filing.

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TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings
 TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging facilities in Arizona.

Scientists synchronize 105,000 nano-oscillators in just 45 nanoseconds — paving the way for a highly efficient and fast alternative to transistors
 Scientists synchronize 105,000 nano-oscillators in just 45 nanoseconds — paving the way for a highly efficient and fast alternative to transistors

Scientists synchronize 105,000 nano-oscillators in just 45 nanoseconds — paving way for highly efficient and fast alternative to transistors

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Nvidia’s Huang vows to deliver ‘giant amounts’ of Vera Rubin — company says that ‘our roadmap is intact’
 Nvidia’s Huang vows to deliver ‘giant amounts’ of Vera Rubin — company says that ‘our roadmap is intact’

Chief executive of Nvidia says the company is on track to produce ‘giant amounts’ of Vera Rubin-based machines, but fails to address rumored delays of Kyber NVL144 racks from 2027 to 2028.

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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

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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?

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Intel’s big $5 billion bet on Ireland aims to right the wrongs of the cancelled Magdeburg, Germany complex — Fab 34’s proven pipeline and Intel 3 node should help the company meet insatiable HPC demand
 Intel’s big $5 billion bet on Ireland aims to right the wrongs of the cancelled Magdeburg, Germany complex — Fab 34’s proven pipeline and Intel 3 node should help the company meet insatiable HPC demand

The announcement comes just shy of a year after CEO Lip-Bu Tan cancelled Intel’s planned €30 billion fab complex in Germany and a €4.6 billion assembly and test plant in Poland.

Ukraine conducts record drone strike of 2,500km after 12-hour flight — $55,000 unit made of plywood halts operations at Russia’s largest gasoline producer

Ukrainian FP-1 drones struck the Gazprom Neft oil refinery in Omsk, Siberia, on July 6 after flying roughly 2,500 km over more than 12 hours.

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US gov’t allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech

The United States has licensed Chinese telecom giant ZTE to purchase restricted Nvidia H200 AI chips, but Chinese regulators and domestic procurement initiatives may limit the material impact of the change.

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