By ckasprzak | TkOut | March 27, 2026 |
Hardware
The Hot Take: That's amazing! We need more manufacturers other than TSMC. I still hope they're looking to make a factory States side, so we don't have to rely on the one in S Korea.
Samsung Electronics has reportedly raised the yield of its 2nm wafer foundry process above 60%, a significant jump from around 20% in the second half of 2025. Industry analysts say this improvement not only cuts manufacturing costs but also boosts Samsung's chances of securing new orders.
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The Hot Take: US domestic chip manufacturing appears to be exploding. That's an insane goal, but to bad it's just for his companies.
"Billionaire Elon Musk has announced plans to build a $20 billion chip plant in Austin, Texas" reports a local news station:
Musk announced on Saturday night during a livestream on his social media platform X that the plant, called "Terafab," will be built near Tesla's campus and gigafactory in eastern Travis County. The long-anticipated project is a joint venture between Musk-owned properties Tesla, SpaceX and xAI... The Terafab plant is expected to begin production in 2027.
Musk "has said the semiconductor industry is…
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The Hot Take: If this proves true ASML better watch out. Their monopoly might come crashing down if they don't get something that competes.
Lace Lithography raised $40 million in Series A funding on Monday to develop a chipmaking tool that uses a helium atom beam instead of light to pattern silicon wafers.
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By ckasprzak | TkOut | March 26, 2026 |
Hardware
The Hot Take: US domestic job market appears to be expanding in tech.
The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. It’s not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.
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By ckasprzak | TkOut | March 23, 2026 |
Hardware
The Hot Take: Interesting new physics? He re-writing the laws of physics?
Like his promise to get a million robocabs on the road, this doesn't add up Elon Musk has put Tesla, SpaceX, and xAI in harness to build a chip fabrication outfit called "Terafab" capable of producing a terawatt's worth of computing power each year, then send most of it into space.…
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