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SK Hynix invests US$38 billion in two new fabs to counter the memory shortage
SK Hynix approves two memory fabs worth US$38 billion. Y2 will focus on HBM and M17 on NAND, but neither will produce a chip before 2029. What happens to RAM.
9 August 2026
17,000 tokens per second with a model etched into silicon: AMD buys Taalas
AMD bought Taalas, the Toronto startup that etches an AI model’s weights directly into silicon. Its HC1 chip reaches 16,960 tokens per second, but runs only one model.
9 August 2026
SpaceX and Tesla are going to build their own power plant to manufacture chips in Texas
SpaceX and Tesla will generate their own electricity with gas and batteries for Terafab, their chip factory in Texas. Why they are not waiting for the grid.
9 August 2026
TSMC will raise chipmaking prices by up to 10% in 2027 as Chinese AI grows.
TSMC will raise chipmaking prices by up to 10% starting in 2027, according to Nikkei. Apple and Nvidia foot the bill as Kimi K3 and Qwen gain ground in the U.S.
23 July 2026
TSMC Breaks Records and Adds Another US$100 Billion in the U.S.
TSMC earned about US$22 billion in one quarter (+77%) on demand for AI chips and committed another US$100 billion to its production in the United States.
18 July 2026