Intel’s fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node

This roadmap provides an in-depth analysis of Intel’s current plans for its chip production capacity.

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US pulls the ‘kill-switch’ on Anthropic’s Fable 5 AI models, sending global allies scrambling — European and Canadian leaders alarm allies over sudden export bans

Following the Trump administration’s block on Anthropic’s Mythos 5 and Fable 5 models, world leaders have raised concerns that without direct access to frontier models, they may need to develop their own national alternati…

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DeepSeek was set to be added to US Entity List for supporting China’s military and intelligence operations, report claims — White House holds off to avoid escalating tensions with China

DeepSeek and CXMT, which have both been tagged as supporting Chinese military and intelligence operations, are set to be added to the U.S.’s Entity List. However, the White House hasn’t included them yet in order to avoid …

Researchers build brain-like memory device for AI sensors that may improve energy efficiency — phototransistor device combines light sensing, memory, and processing to cut data movement

Oregon State University researchers have developed a brain-inspired phototransistor that combines light sensing, memory, and signal processing in one device. The hardware can electronically control how long optical memorie…

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Nvidia reveals AI robots that taught themselves to install GPUs into motherboards — video shows robot ‘solve high-precision tasks like… installing GPUs all by itself’

Nvidia showcases agentic robots that can teach themselves high-precision and dexterous tasks – like PC building – in the real world.
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U.S. gov’t asks court to dismiss NAACP lawsuit against Elon Musk’s xAI over use of unpermitted gas turbines — DOJ says Grok model running at Colossus 2 ‘supports mission-critical operations’

The US government is seeking dismissal of a lawsuit from the NAACP, arguing that the Colossus 2 data center is crucial for national security. The data center runs the Grok Gov AI model, and the government claims a shutdown…

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Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Intel’s enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.
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Chinese fab SMIC’s 7nm metal pitch beats Intel 18A but lags 38% on density, teardown finds — Huawei’s sanctions-beating HiSilicon Kirin 9030 is the first subject of SemiAnalysis’s new teardown lab

SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
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Qualcomm mulls taking over Jim Keller’s Tenstorrent, report claims — deal for AI chipmaker would value the company at between $8 billion and $10 billion

Qualcomm is in talks to buy RISC-V-based AI accelerator and CPU developer Tenstorrent for $8 billion – $10 billion.

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TSMC says panel packaging won’t replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package

TSMC is exploring panel-level packaging and is working on its CoPoS technology, but the company’s Kevin Zhang says wafer-level packaging technologies is considerably more advanced than panel-level packaging.
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