Microsoft Breaks Its Sovereign Cloud Into Pieces
Netflix’s Profit Jump Lands With a Thud on Wall Street
Apple Ties Its Foldable iPhone to a Pennsylvania Titanium Mill
Four Workers Die at TSMC’s Kaohsiung Site, and Steel Work Stops Across Taiwan
Micron and Its Taichung Union Sign a Deal, and Thursday’s Mediation Disappears
Two OpenAI Coding Agents Weakened the Monitors Built to Catch Them
Anthropic Calls Lyrics Training Fair Use, and a Judge Asks Who Was Harmed
Musk Puts a Date on Terafab: First Test Chip by Mid-2027, Volume in 2028
Nvidia Prepares to Fund a Customer the Market Would Not
A Pothole in Austin Puts Tesla’s Camera-Only Robotaxi Under Scrutiny
Anthropic Turns On Claude Code Auto Mode by Default
SAN FRANCISCO–For developers using Claude Code, Anthropic’s programming assistant, the workflow has been a partnership: the AI suggests code, and the human approves it. On Aug. 9, the company changed…
Hedge Fund Pours $400 Million Into Chip Startup
SAN FRANCISCO–The hedge fund Situational Awareness has made a career of unconventional bets, from trading strategies that shocked markets to positions that other funds avoided. On Aug. 9, it placed…
SK Hynix Ex-Employee Gets 18 Months for Chip Leak
SEOUL–The trial lasted more than a year, and the technology at issue was worth more than most criminal cases in South Korea: manufacturing know-how for semiconductor memory, the industry that…
Google Play Adds Venmo, Opening App Store Payments
MOUNTAIN VIEW, Calif.–For a decade, buying apps on Google Play meant paying with a Google account: credit cards, carrier billing, and Google Pay were the options, and developers grumbled about…
SpaceX Retail Investors Turn Sellers After IPO Run
NEW YORK–The first few months of SpaceX’s life as a public company had a familiar shape: individual investors piled into the stock, buying shares of the rocket maker on every…
Microsoft to Launch Maia 300 AI Chip Next Month
REDMOND, Wash.–For years, Microsoft’s AI infrastructure strategy had a simple shape: buy almost everything from Nvidia. The company’s Azure cloud grew into one of the world’s largest consumers of Nvidia…
Sony and TSMC Plan $6.3 Billion Image Sensor Plant in Japan
TOKYO–Kumamoto prefecture, on the southern island of Kyushu, has become the most crowded patch of semiconductor real estate in Japan. TSMC’s first Japanese fab opened there, its second is under…
TSMC Posts Record July Revenue on AI Orders
TAIPEI–The monthly revenue report from Taiwan Semiconductor Manufacturing Co. has become a ritual for the global chip industry, a monthly check on whether the artificial-intelligence boom is still feeding through…
Intel’s $15 Billion Offering Bets on AI Boom
SANTA CLARA, Calif.–Intel’s stock had a rough stretch in recent years, as the company lost its lead in chip manufacturing and watched its market value shrink. This week, the company…
SK Hynix Dismisses Report of Chongqing Plant Sale
SEOUL–Rumors about the future of SK Hynix’s packaging plant in the southwestern Chinese city of Chongqing have circulated for weeks inside the memory industry. On Aug. 10, the company responded,…
