semiconductor

4 briefs

power 2026-04-13

The Chip Factory That Has To Be Real

Musk's Terafab now has Intel as a partner, a $20-25B price tag, and a goal of 1 terawatt of computing per year. TSMC just had its best quarter ever. Whether TeraFab can actually close the gap is a question nobody in the announcement has answered.

power 2026-04-12

The Export Control Bottleneck

Staffing losses and tighter oversight inside the Commerce Department's Bureau of Industry and Security have turned AI chip export licenses into months-long waits. The US is blocking its own allies.

power 2026-04-11

The Bureaucracy That's Losing the Chip War

Trump's plan to sell AI chips to allies is collapsing inside the Commerce Department, where staff have fled and license approvals now take months.

power 2026-04-11

The Company That Beat OpenAI Is Now Afraid of Nvidia

Anthropic just surpassed OpenAI in revenue and valuation. Its next problem is that both companies depend on a chip supply they do not control.