Micron’s Taiwan Workers Demand a Cut of the Chip Boom, and Keep a Strike in Reserve
The union’s demand was simple enough to state in one sentence: take 15 percent of operating profit and pay it out to employees, or workers reserve the right to walk…
Kioxia Weighs a U.S. Listing
Kioxia, the Japanese memory-chip maker, is considering listing in the United States rather than on the Tokyo exchange where its shares already trade. Multiple Chinese financial outlets reported on September…
South Korea Broadens Its Espionage Law
A revised criminal statute took effect in South Korea on September 13, closing a gap that had defined the country’s espionage rules for decades. Until now, the law pointed at…
Samsung and SK Hynix Refuse an $18.7 Billion Grid Prepayment
South Korea’s two largest chipmakers have said no to a bill they were asked to pay years in advance. Samsung Electronics and SK Hynix rejected a proposal from state utility…
Washington Rejects Calls to Slow the AI Frontier
Donald Trump spent part of his weekend in Ireland dismissing the warnings that now come from inside the artificial-intelligence industry. Speaking on September 13, the president said the doom talk…
Slowdown Talk Triggers a Global Selloff in AI Stocks
The essay was published over the weekend, and by Monday it had a price. Dario Amodei, the chief executive of Anthropic, argued in a piece that the pace of frontier…
Aschenbrenner’s Fund Returns to Options After a Summer Collapse
The fund that nearly came apart in July is placing new bets on the same AI-infrastructure thesis, this time with options. Situational Awareness, the hedge fund run by Leopold Aschenbrenner,…
Intel’s Altera Prepares a Confidential IPO Filing
The chipmaker Intel has been shedding assets to raise cash for its turnaround, and its programmable-chip subsidiary is next in line. Altera is preparing to file confidentially for an initial…
Positron AI Raises $875 Million With a Bet Against Scarce Memory
The chip startup is gambling that the most expensive part of an AI server can be designed around. Positron, an AI inference chip company, said on Friday it raised $875…
Memory Prices Reach Consumers as Micron Hands Out Record Bonuses
The bonus is the size of a career. Micron has told employees in Taiwan they will receive payments of up to 68 months of salary, according to a CNBC report…
