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发帖者调侃AI目前仅开发出《甄嬛传》和《我的前半生》等作品不到10%的潜力，并感叹半导体价格飙升推高了自家产品的生产成本，同时AI生成内容还在进一步消耗算力。
ASML, the world's only supplier of EUV lithography systems, reported selling nothing in Europe in 2026, a decline from previous years, and is urging the EU to help create demand for European chips.
ASML executive says the company sells no chipmaking machines in Europe due to lack of investment, warning that Europe risks falling behind as the US, China, and India invest in domestic semiconductor industries.
The article critiques the hype around AI breakthroughs and fears, arguing for skepticism due to commercial incentives and misdirection. It also highlights global calls for AI oversight and updates on data center regulations and AMD's stock milestone.
The article criticizes a White House AI Action Plan, arguing it aims to remove environmental and industry regulations to let AI executives lead in a competitive race.
The article discusses how advanced materials are critical for AI infrastructure, with companies like Syensqo using AI to accelerate materials discovery and address challenges in semiconductors and data centers while emphasizing sustainability.
The author visited semiconductor exhibitions in Silicon Valley and Taiwan in the autumn of 2026, observing the intense competition in AI chips, the evolution of advanced packaging towards ultra-large sizes, the shift in the computing power market from shortage to potential surplus, and discussed new investment models for frontier AI research and the uncertainty in AI investment returns.
Anthropic CEO discusses the future of coding in the AI era, emphasizing that coding skills may become less central while human-centered jobs and critical thinking will gain importance.
Besxar, a startup founded by a former OpenAI staffer, is prototyping orbital semiconductor factories using SpaceX rockets to leverage space's vacuum for cleaner chip manufacturing, having raised nearly $14 million and conducted initial test flights.
The memory industry is experiencing a supercycle due to high AI demand for HBM in Nvidia GPUs, with supply shortages expected to continue and memory manufacturers projected to achieve high profits despite cyclicality.
Z.AI confirms GLM-5.3 Flash runs on Chinese hardware, indicating progress in Chinese AI capabilities while highlighting persistent gaps in semiconductor manufacturing compared to Western competitors.
Micron states that High Bandwidth Memory (HBM) requires three times more wafer area compared to DDR5 memory.
Kioxia and Sandisk are investing over $31 billion in Japan to boost semiconductor production amid the growing AI demand.
The tweet asks about AI supply chain startups valued under $10 billion, including computing, power, chips, and data centers. Chris Barber solicited nominations from industry professionals, and MatX ranked first with 10 votes.
Eugene Fitzgerald discusses his book 'The Invisible Engine,' exploring how innovation happens through decentralized collective intelligence, influenced by his work on semiconductors and research programs amid AI advancements.
Elon Musk predicts that America will lead in AI for the next few years, but future dominance will depend on who controls AI chip fabrication, with China potentially winning if they control more fabs, as all advanced AI chips are currently made in Taiwan.
The U.S. is preparing to force countries to choose between the U.S.-led Pax Silica initiative and China's AI framework, affecting access to AI resources and semiconductors.
Discovered Materials, a YC P26 startup, launches AI agents for discovering new materials, showcasing a benchmark where frontier LLMs find stable new materials but struggle to propose plausible synthesis recipes.
Advaith Sridhar introduces Discovered Materials, a startup building AI scientists to discover new semiconductor materials, releasing hundreds of discoveries and a benchmark.
Intel announced a $15B share offering to raise capital as AI-driven CPU demand outstrips manufacturing capacity, with 2026 capital spending increased from $18B to $20B.