Wolfspeed has received CFIUS clearance to issue equity to Renesas, finalizing its prepackaged restructuring. The move gives the Japanese chipmaker a board seat and converts its debt into ownership. It also triggers the release of the final 2% equity recovery to pre-petition shareholders.
Vanguard International Semiconductor (VIS) has licensed high-voltage and low-voltage GaN technology from TSMC. The deal aims to accelerate VIS’s power GaN platform for data centers and automotive uses. Production is scheduled to begin in the first half of 2028.
Elon Musk is doubling down on his vision for “TeraFab,” a massive, integrated chip factory for Tesla. He claims it’s the only way to produce the 100 to 200 billion chips per year the company will need. The plan would see Tesla handle logic, memory, and packaging all under one roof.
Nvidia CEO Jensen Huang is pushing back hard on critics. He says the idea that its $2 billion investment in cloud provider CoreWeave is a circular deal is “ridiculous.”
Microsoft is announcing the Maia 200, its latest in-house AI accelerator. It claims significant performance advantages over chips from Amazon and Google and will be used to run OpenAI’s GPT-5.2.
A coalition of European photonic chip companies is sounding the alarm. They say the EU’s lead in this critical tech is at risk without decisive action to scale manufacturing and compete globally.
The relentless demand for AI infrastructure is creating a gold rush for data storage and memory chip companies. Stocks for firms like SanDisk and Micron have tripled or more, as industry leaders call memory the new “choke point” in the AI build-out.
Samsung’s president says semiconductor supply issues and rising prices will force the company to consider repricing its products. This comes as Samsung aims to double its AI-powered devices to 800 million this year.
According to CNBC, Nvidia has unveiled its next-generation Rubin (R100) AI architecture, locking in its roadmap through 2027. The analysis highlights Nvidia’s exceptional growth metrics and presents a bullish options trade targeting a move to $220-$250.
Samsung’s mobile chief is warning of “one of the harshest pricing situations in memory,” signaling likely price increases for smartphones. The company is caught between soaring component costs and a critical product launch against a dominant Apple.
