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Daily Update - October 7th, 2026
Musk keeps Intel in Terafab and rules out TSMC operating role, SpaceX seeks $40B Apollo loan for Nvidia chips, Applied Materials and Intel sign R&D…
16 hrs ago
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Daily Update - October 6th, 2026
Google signs a 3.6 GW Constellation nuclear PPA, Marvell sees $70-90B revenue by FY31 and a $400B AI market, Tokyo Electron forecasts ¥1T profit.
Oct 6
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Daily Update - October 5th, 2026
Ex-Groq engineers sue Nvidia over the $20B license-and-hire deal, Cloudflare ships Jev-compatible Clef, TSMC in early Terafab talks, Schneider buys PTC…
Oct 5
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Sunday Pub Quiz
Back in the early 2000s, Intel planned the future of computing around a brand-new chip design, but it ran the software people already owned poorly.
Oct 4
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TIL: A Method Dear to the Semi World Has His Name, Yet It Wasn’t on His Grave.
The story of Jan Czochralski, three pages about how fast metal crystallizes, and the university that took 66 years to take him back
Oct 3
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Daily Update - October 2nd, 2026
Broadcom assembles $60B debt for Anthropic chips, DRAM DDR4 8Gb contract price hits $26, Micron says NVHBM will improve profitability.
Oct 2
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🎙️ NEW EPISODE: Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has That
Meta's Muse and the push to edge inference, Qualcomm's Snapdragon and Modular acquisition, the end of apps as we know them, and more
Oct 1
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50:51
Daily Update - October 1st, 2026
Micron posts record FY2026 revenue, Synopsys signs $1B Amazon IP pact, Nebius acquires Inferize for up to $150M with 50 MW capacity, Huawei launches…
Oct 1
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September 2026
Daily Update - September 30th, 2026
DeepSeek open-sources 6 Ascend tools to challenge CUDA, CoreWeave ships first Vera Rubin NVL72 rack to Cognition, HPE wins $1.2B AMD server deal, Jabil…
Sep 30
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Daily Update - September 29th, 2026
Anthropic IPO reveals $518B compute commitments, $4.6B revenue; AMD acquires World Labs for $8.2B; Cerebras, Gimlet deploy 100 MW wafer-scale inference.
Sep 29
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🎙️ NEW EPISODE: Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan Sever
ReRAM's two-mask BEOL process, AEC-Q100 automotive qualification, 100K cycle endurance, the scaling limits of embedded flash, and more
Sep 29
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56:52
Daily Update - September 28th, 2026
Nvidia authorizes $150B buyback, TSMC targets 120K 2nm wafers/month by 2026, Samsung Electro-Mechanics commits $4.4B to FC-BGA, Infineon acquires C2i…
Sep 28
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Semi Doped
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