Chip Manufacturing
Coverage of Chip Manufacturing in the Nexus archive.
- 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.