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| Intel unveils 2nm Xeon with 288 cores |
6/2/2026 |
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Intel has launched its Clearwater Xeon 6+, a 2-nanometer-class processor with up to 288 cores, at Computex 2026. The processor is designed for telco networks and software-as-a-service applications but excels at agentic AI workloads. The Xeon 6+ uses advanced packaging and process technology, offering flexibility in core counts and memory support.
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| Commerce Department announces $2B for 9 companies under CHIPS Act |
5/25/2026 |
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The Department of Commerce Thursday announced the signing of nine letters of intent to provide $2.01 billion in federal incentives to several quantum companies under the CHIPS and Science Act.
GlobalFoundaries will receive $375 million to establish a “secure, domestic quantum foundry for leading architectures and multiple modalities,” while IBM will receive $1 billion to establish a new quantum foundry subsidiary for quantum-grade superconducting wafers.
Atom Computing, Diraq, D-Wave, Infleqtion, PSIQuantum, Quantinuum and Rigetti round out the list of funding recipients. In return, the DOC said it will receive a minority, non-controlling equity stake in each of these seven companies.
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| Samsung, union reach tentative deal to avert strike |
5/25/2026 |
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Samsung Electronics and its labor union have reached a tentative agreement on wages and a collective bargaining agreement, averting a strike. The deal includes a special performance bonus system for semiconductor workers, a 6.2% wage increase and better child support and housing loans. The agreement, which still requires union approval, is seen as favorable to Samsung, as its bonus payouts remain slightly smaller than SK Hynix's.
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| Nvidia reports record Q1 revenue, expects strong Q2 |
5/22/2026 |
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Nvidia reported record revenue of $81.6 billion for the first quarter, up 85% year-over-year, driven by the rapid buildout of AI factories. CEO Jensen Huang highlighted Nvidia's unique position in the AI transformation. The company expects second-quarter revenue of $91 billion, with strong gross margins.
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| AMD invests $10B in Taiwan for AI infrastructure |
5/22/2026 |
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Advanced Micro Devices has invested more than $10 billion in Taiwan to strengthen partnerships and enhance packaging capabilities for AI infrastructure. The investment supports the deployment of the Helios AI rack, which includes 6th Gen Epyc CPUs and Instinct MI450X GPUs.
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| Kioxia Q2 profit forecast up 48x y-o-y |
5/20/2026 |
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For the fiscal year to the end of March Kioxia had revenue up 37% y-o-y at $14.5bn for a net profit of $3.5bn – double last year’s – and an operating profit up 92.7% to $5.2bn.
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| Imec uses high NA EUV lithography for quantum dot qubit |
5/20/2026 |
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Imec has unveiled a quantum dot qubit device created with high numerical aperture extreme ultraviolet lithography, a first in integrated quantum hardware. This advancement highlights silicon quantum dot spin qubits as a path to large-scale quantum processors, leveraging conventional complementary metal-oxide-semiconductor processes.
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| NASA tests powerful chip to enable autonomous spacecraft |
5/19/2026 |
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NASA has begun testing a next-generation processor that is 500 times more powerful than current space chips. Developed with Microchip Technology, the High Performance Spaceflight Computing processor is designed to withstand extreme space conditions and enable spacecraft to make autonomous decisions, potentially accelerating scientific discovery and supporting missions to the moon and Mars.
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| ASML, Tata partner on India's first 300mm fab |
5/19/2026 |
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ASML and Tata Electronics have partnered to build India's first commercial 300-millimeter semiconductor fab in Dholera, Gujarat. ASML will provide advanced lithography equipment and expertise for the $11 billion facility, which will aim to produce about 50,000 wafers per month for automotive, mobile and AI applications.
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