China accounts for 95% of finished permanent magnets
Intel makes progress on its manufacturing expansion in Arizona and Ohio as it continues to expand advanced semiconductor manufacturing capacity in the U.S.
Musk's AI companies aim to achieve 13 GW of AI compute by the end of 2027, using massive 440,000-GPU Nvidia "Vera Rubin" training cluster
Four contract workers died after a fall at TSMC’s Fab 22 construction site in Kaohsiung, Taiwan.
Intel is concerned that the sweeping ban on foreign-made robots means that it could not update or maintain its fleet of AGVs.
Taiwan is expanding the Foreign Trade Act to include AI servers and semiconductors in its list of controlled exports.
And will not demo one for many years to come.
This would help TSMC's supply chain move into the U.S.
The EU is reportedly negotiating with Beijing to remove Chinese restrictions on German ASML supplier Sindlhauser Materials, to prevent the China-dependent company from going out of business
Premium ASML vows to expand production capacity amid growing demand, record earnings and profitability.
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