Semiconductor News & Analysis Feed
57 articles
2026-06-12
digitimes.com
2026-06-12
Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly receiving a purchase order for high-pressure hydrogen annealing equipment.
2026-06-12
qz.com
2026-06-12
qz.com
EMERGING TECHNOLOGIES
Elon Musk addressed ASML employees to push his Terafab chip manufacturing project
Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
By
Cris Tolomia
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Published 2 hours ago
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Brendan SMIALOWSKI / AFP
2026-06-12
www.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
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2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-10
news.google.com
2026-06-10
24/7 Wall St.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk
Rich Duprey
Wed, June 10, 2026 at 7:17 AM PDT 4 min read
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Musk argues the U.S. has zero high-volume memory fabs, and that delayed projects won't reach production until sometime between 2028 and 2030, leaving AI demand s
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
David Moadel
Tue, June 9, 2026 at 12:30 PM PDT 5 min read
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Musk's AI5 chip targets a 50x performance leap over AI4 at 10% of NVIDIA's cost, while NVDA's data center revenue hit $75
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-08
news.google.com
2026-06-08
Tom's Hardware
2026-06-08
tomshardware.com
2026-06-08
Luke James
ASML has confirmed that a group of disgruntled workers is pushing back hard against an invitation for Elon Musk to address the equipment maker’s closed annual tech conference.
2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
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2026-06-08
cryptobriefing.com
2026-06-08
Crypto Briefing
Elon Musk to speak at ASML’s virtual technology conference amid employee backlash
The Tesla and SpaceX CEO will join ASML's CEO for a fireside chat focused on the ambitious $55B Terafab semiconductor
2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-07
www.benzinga.com
2026-06-07
Benzinga
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2026-06-07
nltimes.nl
2026-06-07
NL Times
nltimes.nl
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Privacy
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Elon Musk to pitch SpaceX’s Terafab chip project to ASML employees
Musk will join ASML's CEO for a fireside chat unveiling the $20B+ semiconductor initiative to the Dutch chipmaking giant's workforce.
2026-06-06
www.investing.com
2026-06-06
Investing.com
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