CHIPS and Science Act
PulseAugur coverage of CHIPS and Science Act — every cluster mentioning CHIPS and Science Act across labs, papers, and developer communities, ranked by signal.
6 day(s) with sentiment data
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AI industry deemed unworthy of government support
An opinion piece argues that the AI industry, characterized by a lack of innovation and a history of financial crises, does not deserve government support such as bailouts, tax breaks, or special treatment. The author c…
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Samsung's 2nm chip yields lag, impacting Tesla deal and TSMC competition
Samsung is facing significant challenges with its foundry business, particularly concerning yield rates for its 2nm process, which are reportedly around 55%. Despite securing a substantial $16.5 billion contract with Te…
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US Commerce Dept. awards GlobalFoundries $300M for AI photonics tech
The U.S. Department of Commerce has awarded GlobalFoundries $300 million to advance its silicon photonics technology, which is crucial for AI infrastructure due to its high-bandwidth and energy-efficient data transfer c…
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GlobalFoundries secures $300M CHIPS funding; Samsung's chip profits soar on AI demand
GlobalFoundries is set to receive $300 million in CHIPS Act funding for optical interconnect research, with the U.S. Department of Commerce taking a 1% equity stake in the company. This marks a new approach by the Comme…
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US to fund semiconductor R&D with $874M, GigaDevice shareholder sells stake
The U.S. Department of Commerce has announced plans to provide $874 million in federal incentives to seven technology companies under the CHIPS and Science Act. These funds are designated for research and development in…
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Intel completes RAMP-C pilot, enabling secure domestic chip production
Intel has concluded its RAMP-C production pilot program, a U.S. government initiative launched in 2021 to establish a secure domestic ecosystem for advanced chip manufacturing on its 18A process. The program provided fu…
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US government holds $27B in corporate stakes, lacks transparency
The U.S. government, under the Trump administration, has made significant equity investments totaling approximately $27 billion across 30 deals, including a notable stake in Intel. These investments, aimed at bolstering…
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Intel targets 2028 for 14A mass production amid 25% sales surge
Intel has announced its commitment to mass production using its 14A fabrication technology in 2028, aligning with TSMC's A14 process plans. This follows a strong second quarter where Intel reported a 25% year-over-year …
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Ed Zitron calls for AI industry to receive no government support
Ed Zitron, writing for Where's Your Ed At, argues that the AI industry should not receive any government assistance, including bailouts, tax breaks, or special treatment. He contends that the industry has already negati…
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US & Europe Face $23.6 Trillion Bill to Decouple from China
Economists at EY-Parthenon estimate that the U.S., Eurozone, and UK would need to invest an additional $23.6 trillion over 25 years to significantly reduce reliance on China. The U.S. alone would require $13.7 trillion …
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IBM revenue miss signals AI spending shift to hardware, not slowdown
IBM reported a significant revenue miss for its second quarter, largely due to a 7% decline in its infrastructure business as clients diverted capital expenditures to secure AI-related hardware. Despite the miss, CEO Ar…
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Micron commits $500M to GlobalWafers, boosts US investment to $250B
Micron Technology is significantly increasing its investment in the U.S. semiconductor supply chain, committing $500 million to GlobalWafers' new Texas facility and raising its total planned U.S. spending to over $250 b…
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Micron reports 346% revenue surge, stabilizing AI stock selloff · 2 sources tracked
Micron Technology, a key player in the AI hardware sector, has reported a significant 346% surge in quarterly revenue and a substantial profit increase, surpassing analyst expectations. This strong performance has helpe…
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Coherent expands Texas AI optical backbone facility with NVIDIA backing
Coherent has broken ground on an expanded manufacturing facility in Sherman, Texas, to scale the production of optical components crucial for AI infrastructure. This expansion, supported by a $50 million CHIPS Act grant…
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EU pushes "European first" tech policy with AI and chip focus
The European Union has introduced a new Tech Sovereignty Package aimed at promoting European technology and services. This initiative encourages a "European first" approach, prioritizing domestically owned and open-sour…
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EU Commission to unveil Tech Sovereignty package with AI and Cloud focus
The European Commission is set to unveil a "Tech Sovereignty" package tomorrow, which includes a strategic roadmap for digitalization and AI in the energy sector. The package also features communications on European tec…
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GlobalFoundries, UMC, SMIC Expand Mature Chip Node Capacity
GlobalFoundries, UMC, and SMIC, the three largest mature-node chip manufacturers, are investing billions to expand capacity at 22nm and above, diverging from TSMC and Samsung's focus on leading-edge processes. These com…
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Arizona's Abundance Playbook Attracts Major Chip and Battery Investments
Arizona has successfully attracted major semiconductor and battery manufacturing investments through a strategic "Abundance Playbook." The state's approach focuses on streamlining processes, fostering a culture that pri…
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McKinsey warns of 30% rare earth supply shortfall by 2035
McKinsey & Company analysts project a significant global shortfall in rare earth supply by 2035, potentially reaching 30%. This shortage is particularly acute for heavy rare earths crucial for electric motors and missil…
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IBM launches Anderon, America's first quantum chip foundry with $2B
IBM is spinning off its quantum chip fabrication operations into a new company called Anderon, which will be America's first dedicated quantum foundry. This venture is supported by a significant $2 billion in funding, c…