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Thursday, February 12, 2026

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Immigration bill picks up steam with manufacturing endorsement 2/12/2026
Participants must comply with all federal and state laws, pass a criminal background check and pay back taxes owed, according to the proposal. They also must pay $7,000 in restitution over the course of the seven-year program. It is not a path to citizenship.
2025 wafer shipments up 5.8% but revenues fall 1.2% 2/12/2026
Silicon wafer shipments in 2025 increased 5.8% to 12,973 million square inches (MSI) while wafer revenue slipped 1.2% to $11.4 billion over the same period, sayscthe SEMI Silicon Manufacturers Group (SMG).
TSMC's board approves $45 billion spending package on new fabs 2/12/2026
This record sign off signals aggressive expansion to grow capacity, A record approval for the company.
Elon Musk's xAI Is Having Trouble Holding on to Cofounders 2/12/2026
With an impending IPO, though, all of them are in for a huge windfall.
Manufacturing technology orders set record in December 2025 2/11/2026
Manufacturing technology orders set record in December 2025. New orders for metalworking machinery are the highest monthly order value on record.
AMD Medusa Halo "Ryzen AI MAX" SoCs To Elevate Bandwidth Performance With LPDDR6 Memory 2/11/2026
AMD's next-generation Ryzen AI MAX SoCs, codenamed Medusa Halo, will feature support for LPDDR6 memory.
NOR Flash Next in AI-Driven Memory Crunch 2/11/2026
NOR’s high reliability and low latency make it highly suitable for safe boot and initialization in AI servers.
TSMC to be exempt from US tariffs 2/11/2026
The US reportedly will exempt Taiwan Semiconductor Manufacturing Co. from semiconductor tariffs due to the company's substantial investments in US manufacturing, particularly in Arizona. The Trump administration is also considering tariff exemptions for US technology companies such as Amazon, Google and Microsoft to support AI data center expansion.
Why Now Is the Right Time for Semiconductor Fabs in Germany 2/10/2026
it’s not that most of these companies were incompetent and doomed to fail; it’s because, in the long term, they couldn’t compete with companies that benefited from subsidies from governments that saw the strategic relevance of semiconductors.
Imec to Open R&D Center in Qatar 2/10/2026
Imec will open an R&D center in Qatar shortly, which will serve as the research institute’s hub in the GCC region. Supported by Invest Qatar and the Qatar Research, Development & Innovation Council (QRDI), imec’s new hub has already started hiring.
Qualcomm completes 2nm chip tape-out for India's design 2/10/2026
Qualcomm has marked a milestone for India's semiconductor industry with the tape-out of a 2-nanometer chip design. While the chip will be manufactured overseas, design work was completed in India, highlighting the country's growing capabilities in advanced chip development.
Taiwan resists US push for major chip production shift 2/10/2026
Taiwan has rejected a US request to relocate 40% of its semiconductor production to the US, citing the difficulty of moving its established semiconductor ecosystem. Vice Premier Cheng Li-chiun says Taiwan will continue to expand its domestic semiconductor capacity while investing overseas. The response comes after Commerce Secretary Howard Lutnick proposed that 40% of leading-edge semiconductor manufacturing should be in the US.
TrendForce Upgrades Memory Price Outlook for 1Q 2026 2/9/2026
TrendForce significantly raised its 1Q 2026 price forecasts for both DRAM and NAND Flash products amid persistent AI and data center demands.
2026 Tech Predictions: When AI Gets Physical 2/9/2026
AI will move beyond screens and software and become more deeply embedded in the physical world.
iPhones Are Heading to Space As NASA Relaxes Smartphone Rules for Astronauts 2/9/2026
NASA says the decision will let astronauts 'capture special moments for their families and share inspiring images and video with the world.'
PMI expands in January, reaching highest point in four years 2/9/2026
Orders and production drove the industry’s expansion, as businesses submitted requests to restock shelves or get ahead of tariffs, according to ISM’s survey respondents.
Texas Instruments to acquire Silicon Labs for $7.5B 2/6/2026
The deal would reshore Silicon Labs’ integrated circuit manufacturing from Asia-based foundries. The acquisition is expected to close in the first half of 2027.
IBM, Synopsys Move Toward 1.4-nm Node With Heat-Modeling Tech 2/6/2026
IBM, in collaboration with Synopsys and the Defense Advanced Research Projects Agency, has developed a heat-modeling technology aimed at the 1.4-nanometer node, potentially debuting during the 2nm node cycle. The machine learning tool predicts thermal behavior with high accuracy, addressing the increasing heat issues as transistor nodes shrink.
Germany sees resurgence in semiconductor manufacturing 2/6/2026
Germany is experiencing a resurgence in semiconductor manufacturing, driven by the European Chips Act and heightened geopolitical tensions. GlobalFoundries and Bosch are among the companies expanding wafer production, while Swissbit has introduced advanced packaging services. Ferroelectric Memory Co. is leveraging hafnium oxide to develop competitive memory products.
Why Move To 2nm? 2/5/2026
Leading-edge chipmakers are starting to look at process node scaling very differently.
Tech Intel is moving into GPUs and has hired a chief architect 2/5/2026
Intel has received recent backing from the U.S. government, SoftBank and Nvidia.
2026's Memory Crunch Will Make Laptops a Lot More Expensive 2/5/2026
With the AI giants devouring the market for memory chips, PC prices are set to skyrocket. Here's what I think laptop shoppers need to know right now.
AMD CEO Tips 2027 Launch for Next-Gen Xbox 2/5/2026
Development of a new console with an AMD semi-custom SoC is 'progressing well,' Lisa Su says on an earnings call.
Memory Crunch Forces Raspberry Pi to Raise Prices for a Second Time 2/4/2026
The 16GB Raspberry Pi 5 now costs $205, a $60 increase, but it's not the only low-cost PC from the company getting a price hike.
EU funds Supreme to advance quantum technology 2/4/2026
EU is investing €25 million ($29.5 million) in the Supreme consortium to advance superconducting quantum technologies, with consortium member states matching the funding. This funding supports research and development, including the fabrication of a 200-qubit 3D-integrated module, and sets out to make cutting-edge quantum processes accessible to industry and academia through piloting services and technology access.
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