TSMC reportedly uncovers Huawei's plot to circumvent US export controls — Chinese tech giant may be using a proxy to produce chips at TSMC

TSMC notifies the U.S. government about Huawei's method of gaining access to leading process technologies and semiconductors it should not be able to due to U.S. restrictions. Source

Continue Reading TSMC reportedly uncovers Huawei's plot to circumvent US export controls — Chinese tech giant may be using a proxy to produce chips at TSMC

Hemlock Semiconductor gets $325 million for a new factory in Michigan — swing state-based company receives CHIPS Act award weeks ahead of the presidential election

Michigan-based Hemlock Semiconductor receives its $325 million CHIPS Act award weeks before the presidential election. Source

Continue Reading Hemlock Semiconductor gets $325 million for a new factory in Michigan — swing state-based company receives CHIPS Act award weeks ahead of the presidential election

Arkansas might be home to around 19 million tons of lithium — researchers use machine learning to quantify lithium abundance in the Smackover Formation

A study conducted by the USGS estimates that Arkansas's Lithium reserves could be 9x more than the projected global Lithium demand for EVs in 2030. Source

Continue Reading Arkansas might be home to around 19 million tons of lithium — researchers use machine learning to quantify lithium abundance in the Smackover Formation

GlobalFoundries helps pay off student loans to retain and attract semiconductor talent — qualified US employees receive up to $28,500 in student debt relief

GlobalFoundries program offers up to $28,500 in loan repayment for enrolling students. Source

Continue Reading GlobalFoundries helps pay off student loans to retain and attract semiconductor talent — qualified US employees receive up to $28,500 in student debt relief

Morgan Stanley: Supply Chain Checks Indicate That The 2U Air-Cooled Form Factor Of NVIDIA’s MGX GB200 NVL2 Still Suffers From “Thermal Issues”

Morgan Stanley has been quite loquacious on NVIDIA's Blackwell-related production hiccups, having recently penned an entire note on the minor irritants that collectively pushed back the GPU manufacturer's planned production…

Continue Reading Morgan Stanley: Supply Chain Checks Indicate That The 2U Air-Cooled Form Factor Of NVIDIA’s MGX GB200 NVL2 Still Suffers From “Thermal Issues”