TSMC unveils its latest roadmap: A12, A13 and N2U process technologies released; high numerical aperture EUV will be discontinued by 2029.
Google’s eighth-generation TPUs include the TPU 8t, focusing on training, and the TPU 8i, specializing in inference. Both will be available later in 2026.
Musk: Will invest $3 billion to build a research-based chip factory in Terafab using INTEL 14A manufacturing process.
Tesla CFO: $25 billion to be invested in AI and robotics in 2026.
SpaceX: Space-based AI may not be commercially viable.
LG Display plans to invest $741.82 million to expand its sixth-generation OLED production line.
Tesla: The Cortex 2 compute cluster is now online and has started running training tasks.
SK Hynix: The DRAM spot market does not fully reflect the overall situation of the memory chip market. The memory price increase cycle may last longer than before.
TSMC: US chip packaging plant to begin production in 2029.
