Archive

Micron starts 1α DRAM production in Virginia, Anthropic may be buying Maia chips, and Modal raises $355M

Nvidia's networking revenue grew 199% YoY in Q1 FY27. Anthropic and SpaceX deal revealed in SEC filing.

ASML confirms first High-NA EUV chips within months; Analog Devices acquires Empower Semi for $1.5B; Alibaba's T-Head hits 560K units deployed

TSMC's Arizona fab posted $597M in Q1 profit — more than all of 2025 — validating the overseas expansion model. Google and Blackstone launch a neocloud.

ASML commits to India's first 300mm fab; Cerebras first week of trading; Applied Materials acquires NEXX; CoreWeave launches Sandboxes; Nvidia earnings Wednesday