chip manufacturing
Coverage of chip manufacturing in the Nexus archive.
- Entegris: Q2 Earnings Snapshot
Entegris Inc. reported second-quarter profit of $93.6 million, with adjusted earnings of 93 cents per share, exceeding Wall Street expectations. The company also surpassed revenue forecasts with $883.2 million and provided optimistic guidance for the next quarter, projecting earnings between 96 cents to $1.04 per share and revenue of $905 million to $935 million.
- China’s tech advances are causing chaos from Silicon Valley to the White House
China's advancements in artificial intelligence, chip manufacturing, and robotics are disrupting financial markets and causing divisions among US tech leaders. The progress has forced US tech CEOs to move beyond vague warnings and engage in open debates about addressing Chinese-made products impacting their industry.
- Trump claims Apple and Intel closed deal to manufacture chips in the US
Trump claimed on Truth Social that Apple and Intel have finalized a deal to manufacture chips for Apple's devices in the US. The post states the agreement is already in place.
- Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing
Elon Musk praised ASML as a great company during a fireside chat with its CEO Christophe Fouquet. The SpaceX CEO is positioning himself to expand into chip manufacturing.
- India Just Signed Its Most Consequential Chip Deal. The Hard Part Starts Now.
India has signed a significant Memorandum of Understanding with ASML, entering an exclusive global technology partnership for chip manufacturing. However, the agreement faces challenges as China maintains control over critical inputs needed for semiconductor production.
- China’s Plan for Winning the AI Race Hinges on the Token Economy, Not Chips
China is developing a strategy to win the AI race by focusing on the token economy rather than chip manufacturing. The approach adapts the historical military strategy of 'encircling the cities from the countryside' for the digital age.
- Intel bets the farm on AI inference to drag CPU back to the top table
Intel is investing heavily in AI inference and agentic workloads to revive the CPU's relevance in computing, despite ongoing challenges in chip manufacturing. The company aims to leverage AI-driven applications like robots and edge devices to reposition CPUs as central to next-generation compute.
- AI boom squeezes optical tech and Huawei makes a chip comeback
The AI boom is putting pressure on optical technology industries, while Huawei is regaining momentum in chip manufacturing. These developments highlight shifts in technological priorities and global tech competition.