TSMC claims that CoWoS innovations will enable 48x more compute and 34x more memory bandwidth for 2029 AI processors.

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

Elon Musk's SpaceX set to produce 'own GPUs' at its own multi-billion fab as the company warns that it may be unable to purchase all the silicon it needs to meet its goals.

Elon Musk reveals details about TeraFab: Intel provides technology, Tesla builds pilot line, SpaceX constructs high-volume fab.

TSMC strengthens its bifurcated process technology development approach with A14, A13, and N2U aimed at client applications and A16, A12, and N2X for high-performance data center designs.

Cerebras' sales hit half a billion dollars in 2025, but 86% of its revenue comes from Abu Dhabi-based G42 and Mohamed bin Zayed University of Artificial Intelligence, which represents major risks.