💾 Semiconductors - luke.ostapchuk · Scour

SpaceX Will Start Making GPUs Soon, And They Could Potentially Compete With Nvidia 🚀Space Industry

Rankings of smart cockpit component suppliers in China (Jan.-Feb. 2026): China’s local chip share continues rising 丨Gasgoo Automotive Research Institute 🚀Space Industry

autonews.gasgoo.com·5h

Andy Jassy weighs in on the rapid growth of Amazon’s chips business 🤖AI Stocks

aboutamazon.com·17h

TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 — Fujitsu's Monaka CPU to benefit from face-to-face chiplet stacki... ⚛️Quantum Computing

tomshardware.com

·1d·Hacker News

Embodied AI: China’s ambitious path to transform its robotics industry 🤖Robotics

Why Chip Sovereignty Is No Longer About Chips—But Systems 🏭Reshoring

eetimes.com·6d

The Atomic Gap That Could Cost the Semiconductor Industry Billions 🔋Battery Technology

scitechdaily.com·2d

Amazon chips no longer just a side dish, they're a $20B biz 🤖AI Stocks

theregister.com·16h·Hacker News

Forget buy the dip. Now retail investors are ‘trading the mania’ in chip stocks, and it’s about to get messy. 📈Stock Market

marketwatch.com·5h

AOI awarded $20.9m Texas Semiconductor Innovation Fund grant ⚛️Quantum Computing

semiconductor-today.com·6h

McMaster and industry partners awarded $7.5M to lead semiconductor research ⚛️Quantum Computing

news.mcmaster.ca·2d

Keeping it Cool at the Nano Level ⚛️Quantum Computing

Intel's new 18A-P node will reportedly provide 9% higher performance and 18% better efficiency than 18A ⚛️Quantum Computing

tweaktown.com·1h

Intel Stock Surges to All-Time High on Foundry Revival and Strong CPU Demand 🤖AI Stocks

techpowerup.com·23h

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (... 🤖AI Stocks

techmeme.com·5h

US stops exports of tools to China’s number two chip maker — Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai 🏭Reshoring

tomshardware.com

·1d

Chinese EV Makers Showcase Advanced In-House Chips at Auto China 2026 🔋Battery Technology

indexbox.io·5d

Foundry Capacity Is Limiting Who Competes At Leading Edge Nodes ⚛️Quantum Computing

semiengineering.com·9h

CrossDock Exclusive: Willy Shih on Tariffs, Chips, and the Long Road Back to American Manufacturing 🏭Reshoring

crossdockinsights.com·1d

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek 🪨Critical Minerals

digitimes.com·3h

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