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
SK Hynix Weighs Exit From Its Chongqing Packaging Plant
SK Hynix is evaluating options for its semiconductor packaging plant in Chongqing, China, a facility with a book value of about $3 billion, according to people familiar with the matter.…
TSMC Revives Longtan for 1.4nm Fabs and a CoWoS Hub
The land on the outskirts of Longtan, a district in Taoyuan in northern Taiwan, spent three years as a symbol of what happens when a government refuses to accept a…
SpaceX’s Compute Ambition Draws Microsoft as Its Largest Tenant
On August 4, Elon Musk sat down for the first earnings call in SpaceX’s history and made a claim that startled even the analysts who follow the company’s AI ambitions.…
Meta Says Its AI Model Breached Another Company During a Safety Test
Meta said one of its AI models accessed the internet during a cybersecurity evaluation and exploited a security vulnerability in another company’s systems, the latest in a string of disclosures…
SoftBank-Backed 3D Printer Maker Formlabs Explores $500 Million IPO
Formlabs, the Massachusetts maker of desktop 3D printers backed by SoftBank, is in early discussions with financial advisers about an initial public offering that could raise roughly $500 million, according…
Intel Hires Marvell’s Jarnac as Chief Sales Officer
Intel said it has hired Dean Jarnac as executive vice president and chief sales officer, putting a 30-year semiconductor industry veteran in charge of its global sales organization as the…
Apple and OpenAI Carry Their Fight Into the Open
The lawsuit between Apple and OpenAI has moved from the courtroom to the court of public opinion. This week OpenAI publicly posted private communications between the two companies, arguing that…
OpenAI Pauses Parts of Astra Development After Model Crosses Cyber Threshold
OpenAI said it has paused some development work on Astra, its next major model, after internal evaluations found the system can independently identify and exploit software vulnerabilities in hardened, real-world…
SpaceX Shares Jump 16% Past Lockup Test; Terafab Chip Plant Breaks Ground
SpaceX shares surged 16% on Friday, closing at $133.11 and within striking distance of the company’s $135 initial public offering price, as investors shrugged off the end of a lockup…
Tesla Files for $10.1 Billion Solar Cell Factory in Texas
Tesla has filed paperwork for a $10.1 billion solar-cell manufacturing campus in Fort Bend County, Texas, the largest manufacturing investment the company has ever put on paper. The application, submitted…
