TSMC announced an additional $100 billion investment in Arizona to build at least four 2nm chip fabs and advanced packaging plants. The move responds to US customer demand and geopolitical pressures, raising the company's total US investment to $265 billion.
Airbus has announced the migration of 70 critical applications from AWS to Scaleway, a French cloud provider, as part of its digital sovereignty strategy. The decision reflects growing concern in Europe over the extraterritoriality of US laws like the Cloud Act and marks a milestone in the movement toward independent digital infrastructure.
AWS, Google, and Microsoft are investing billions in Forward Deployed Engineering programs. They send engineers to work inside companies at no apparent cost, but the model hides a strategic risk: tying companies to a single cloud ecosystem.
Microsoft is instructing its sales force to disparage OpenAI and Anthropic models, according to TechCrunch. The move reflects growing rivalry in the enterprise AI market, where the company seeks to boost its own internal models over those of its former partners.
ASML, the Dutch lithography manufacturer, is considering raising the prices of its EUV Low-NA (NXE) machines by up to 20%, according to industry sources. TSMC, its largest customer, is strongly opposed, but ASML's 'value-based pricing' strategy and technical monopoly give it room to implement the increases, which could cost chipmakers billions.
Days before its official presentation, the Samsung Galaxy Z Fold 8 appears in leaks with a renewed design: wider external screen and shorter body. Leaker Evan Blass reveals images and key specifications, including the Snapdragon 8 Elite processor and 26-hour video battery.
The Indian government has announced a $6.5 billion smartphone manufacturing program and a $13.3 billion semiconductor plan to reduce dependence on China. The initiative could reshape the global supply chain and position India as a key player in electronics production.
Apple is preparing to launch its M6 chip, which promises to be the biggest breakthrough in Apple Silicon history. With a new 2nm manufacturing process and a revolutionary architecture, the M6 could mark a before and after in Mac performance and efficiency.
Intel becomes the first company to ship high-volume logic chips made with ASML's High-NA EUV lithography. The Panther Lake processors, on the 18A node, use qualified layers on EXE 0.55 NA scanners, marking an industry milestone.
Data centers in Ireland consumed 23% of the country's electricity in 2025, according to the Central Statistics Office. Despite a moratorium on new connections in Dublin, consumption grew 10% year-on-year, surpassing urban households (18%) and rural households (9%).
China has approved three mandatory standards setting efficiency limits for the production of polysilicon, wafers, modules, and solar inverters. Starting January 2027, these rules will eliminate less efficient production lines, making panels more expensive but driving competition based on quality rather than price.
US sanctions on advanced chip exports are accelerating the creation of an independent semiconductor market in China. This ecosystem, led by Huawei, is already attracting Russia and other countries seeking alternatives to the West, shaping a potential technology alliance that challenges the global order.