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We’re bringing back semiconductor manufacturing.

x.comHoward Lutnick

We’re bringing back semiconductor manufacturing.

Howard Lutnick (@howardlutnick). We’re bringing back semiconductor manufacturing.

596.2K views1 month ago

ASML builds the $400 million machines powering the world’s most advanced chips — and no one has been able to replicate them. Here’s why this company has become one of the most critical chokepoints in the global semiconductor race. Watch Primer https://t.co/jcOvNQ6Wwy

ASML builds the $400 million machines powering the world’s most advanced chips

Huawei Challenges Moore's Law with New 'Tau Scaling' Chip PrincipleAmid ongoing US sanctions, Chinese tech giant Huawei has unveiled a groundbreaking chip design principle that could redefine the future of semiconductor technology. The company has moved beyond the industry's decades-long focus on simply shrinking components, introducing a new concept called the "Tau Scaling Law."The Limits of MiniaturizationFor decades, the semiconductor industry has been guided by Moore's Law, the observation t

Huawei Challenges Moore's Law with New 'Tau Scaling' Chip PrincipleAmid ongoing

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Let's turn the scale of the Single Market into an asset in the AI race.Launched 3 years ago, our Chips Act has already unlocked over €32 billion in semiconductor investments across Europe.And more is coming.With the Chips Act 2.0 ↓

Let's turn the scale of the Single Market into an asset in the AI race.Launched 3 years ago, our Chips Act has already unlocked over €32 billion in semiconductor investments across Europe.And more is coming.With the Chips Act 2.0 ↓

x.comUrsula von der Leyen

21.2K views3 weeks ago

Cerebras just IPO’d and the stock already ran up over 100% (Save this). For the entire 70 year history of the semiconductor industry, every company on earth has followed the same process.You take a dinner plate sized silicon wafer, put hundreds of tiny chips onto it, and dice it up like a pizza.Nvidia does it this way, AMD does it this way, Intel has done it this way for six decades and everyone who tried to break that convention failed.Until Cerebras asked the most annoyingly obvious question i

Cerebras just IPO’d and the stock already ran up over 100% (Save this). For the entire 70 year history of the semiconductor industry, every company on earth has followed the same process.You take a dinner plate sized silicon wafer, put hundreds of tiny chips onto it, and dice it up like a pizza.Nvidia does it this way, AMD does it this way, Intel has done it this way for six decades and everyone who tried to break that convention failed.Until Cerebras asked the most annoyingly obvious question i

x.comMilk Road AI

30K views1 month ago

Micron continues to make rapid progress across our U.S. expansion. To support the growth of the U.S. semiconductor industry, Micron has committed over $325 million to develop the next-generation workforce and strengthen communities across Virginia, Idaho and New York.

Micron continues to make rapid progress across our U.S. expansion. To support the growth of the U.S. semiconductor industry, Micron has committed over $325 million to develop the next-generation workforce and strengthen communities across Virginia, Idaho and New York.

x.comMicron Technology

39.7K views3 weeks ago

Semiconductor Devices

TSMC Mega Project Shows How Big the Chip Boom REALLY Is

TSMC Mega Project Shows How Big the Chip Boom REALLY Is

YouTubeValuetainment

29.8K views1 month ago

This Is How Billions of Transistors Are Built on Silicon Wafers to Power Modern Technology 🤯⚡

This Is How Billions of Transistors Are Built on Silicon Wafers to Power Modern Technology 🤯⚡

YouTubeTechie Sapien

332K views1 month ago

Taiwan's Chip Monopoly Is Changing Everything #military #economy #chips

Taiwan's Chip Monopoly Is Changing Everything #military #economy #chips

YouTubeThe TalkSphere

8.7K views1 month ago

Let's turn the scale of the Single Market into an asset in the AI race.Launched 3 years ago, our Chips Act has already unlocked over €32 billion in semiconductor investments across Europe.And more is coming.With the Chips Act 2.0 ↓

Let's turn the scale of the Single Market into an asset in the AI race.Launched 3 years ago, our Chips Act has already unlocked over €32 billion in semiconductor investments across Europe.And more is coming.With the Chips Act 2.0 ↓

21.2K views3 weeks ago

x.comUrsula von der Leyen

Cerebras just IPO’d and the stock already ran up over 100% (Save this). For the entire 70 year history of the semiconductor industry, every company on earth has followed the same process.You take a dinner plate sized silicon wafer, put hundreds of tiny chips onto it, and dice it up like a pizza.Nvidia does it this way, AMD does it this way, Intel has done it this way for six decades and everyone who tried to break that convention failed.Until Cerebras asked the most annoyingly obvious question i

Cerebras just IPO’d and the stock already ran up over 100% (Save this). For the entire 70 year history of the semiconductor industry, every company on earth has followed the same process.You take a dinner plate sized silicon wafer, put hundreds of tiny chips onto it, and dice it up like a pizza.Nvidia does it this way, AMD does it this way, Intel has done it this way for six decades and everyone who tried to break that convention failed.Until Cerebras asked the most annoyingly obvious question i

30K views1 month ago

x.comMilk Road AI

Micron continues to make rapid progress across our U.S. expansion. To support the growth of the U.S. semiconductor industry, Micron has committed over $325 million to develop the next-generation workforce and strengthen communities across Virginia, Idaho and New York.

Micron continues to make rapid progress across our U.S. expansion. To support the growth of the U.S. semiconductor industry, Micron has committed over $325 million to develop the next-generation workforce and strengthen communities across Virginia, Idaho and New York.

39.7K views3 weeks ago

x.comMicron Technology

ASML builds the $400 million machines powering the world’s most advanced chips — and no one has been able to replicate them. Here’s why this company has become one of the most critical chokepoints in the global semiconductor race. Watch Primer https://t.co/jcOvNQ6Wwy

ASML builds the $400 million machines powering the world’s most advanced chips — and no one has been able to replicate them. Here’s why this company has become one of the most critical chokepoints in the global semiconductor race. Watch Primer https://t.co/jcOvNQ6Wwy

78.9K views1 month ago

Huawei Challenges Moore's Law with New 'Tau Scaling' Chip PrincipleAmid ongoing US sanctions, Chinese tech giant Huawei has unveiled a groundbreaking chip design principle that could redefine the future of semiconductor technology. The company has moved beyond the industry's decades-long focus on simply shrinking components, introducing a new concept called the "Tau Scaling Law."The Limits of MiniaturizationFor decades, the semiconductor industry has been guided by Moore's Law, the observation t

Huawei Challenges Moore's Law with New 'Tau Scaling' Chip PrincipleAmid ongoing US sanctions, Chinese tech giant Huawei has unveiled a groundbreaking chip design principle that could redefine the future of semiconductor technology. The company has moved beyond the industry's decades-long focus on simply shrinking components, introducing a new concept called the "Tau Scaling Law."The Limits of MiniaturizationFor decades, the semiconductor industry has been guided by Moore's Law, the observation t

1.2K views2 weeks ago

x.comJohannes Maria

Average semiconductor industry investor in 2026

Average semiconductor industry investor in 2026

4.1K views2 weeks ago

x.comDon Johnson

Chinese tech giant Huawei on Monday formally unveiled the Tau Scaling Law, a new principle that departs from the geometric scaling logic long underpinning chip development, marking the first time China has proposed a guiding principle for the global semiconductor industry, People’s Daily reported.

Chinese tech giant Huawei on Monday formally unveiled the Tau Scaling Law, a new principle that departs from the geometric scaling logic long underpinning chip development, marking the first time China has proposed a guiding principle for the global semiconductor industry, People’s Daily reported.

3.3K views2 weeks ago

x.comGlobal Times

AI investment is expanding beyond models and applications into the full stack that supports them. Energy capacity, semiconductor supply, compute infrastructure, and software layers are becoming more connected, influencing how and where AI can be built and deployed.In partnership with @nvidia, @TheFuturumGroup examines the Five Layers of the AI Cake framework as a way to understand the structure of the AI economy. The market brief outlines how value is distributed across the stack, where bottlene

79.1K views1 month ago

x.comThe Futurum Group

🚨 Construction of India’s biggest semiconductor investment of Rs 91,000 crore by Tata in Gujarat.

575.4K views3 weeks ago

x.comIndian Tech & Infra

🇹🇼🇯🇵 I wonder why the most advanced semiconductor company in the world couldn't find enough talent in the United States? 🤔

50.6K views3 weeks ago

x.comAsian Dawn

“Taiwan won’t matter in 18 months” is what happens when software people mistake civilization for a SaaS product. It's one of the most clueless takes I've heard on this platform in months and that's saying something.Yes, America has semiconductor fabs. Mostly old ones. Really old.Taiwan has the fabs that matter:The ones that make every single chip for NVIDIA and Apple and every damn Android and iPhone on Earth and even most of the 1500 or so chips that go in your truck or car.Without TSMC these c

1.8M views4 weeks ago

x.comDaniel Jeffries

BAD NEWS FROM US-CHINA SUMMIT🇺🇸🇨🇳 President Trump said China “chose not to buy” NVIDIA $NVDA H200 chips despite U.S. approval. China prefers to develop its own semiconductor chips rather than rely on foreign suppliers like NVIDIA.

5.8M views1 month ago

x.comCryptoGoos

🚨 BREAKING🇺🇸🇨🇳 U.S. JUST CANCELED TARIFFS ON CHINESE SEMICONDUCTORS!USTR SAYS, "SEMICONDUCTOR TARIFFS WILL NOT BE INTRODUCED, BUT US CHIP INVESTMENTS MUST BE PROTECTED."THIS IS GIGA BULLISH FOR MARKETS!

75K views3 weeks ago

🚨SHOCKING: Did Duane Burt (Terryl farnsworth's Father In-Law)—An Engineer from Microchip Technology—Build the Device that Killed Charlie Kirk?!😱We have identified a network of companies linked to Duane Burt, a man whose professional profile suggests high-level engineering and electrical expertise—exactly what would be required to modify a microphone receiver into a localized explosive.1. The Corporate WebDuane Burt operates under multiple entities that appear to function as a "shell" or umbrel

253.6K views2 months ago

x.comProject Constitution

🚨 Scientists just imaged bacteria injecting electrons into a semiconductor.That sounds tiny.But it points to something huge:living cells + minerals + sunlight → chemical production.Researchers studied Shewanella oneidensis interacting with haematite, tracking electron transfer at the single-cell and single-particle level.They found some crystal faces work better than others.So the shape of the material controls how well biology can wire itself into technology.That is wild.Future solar fuels may

24.4K views1 month ago

x.comTheNewPhysics

Semiconductor and memory stocks are taking an unexpected slide today, with the entire industry trading down about 4%. If you view this as an opportunity to buy the dip, it can be hard to determine which individual name to get involved with; if you ask the Bats, they'd tell you to just grab the ETF!In today's installment of Split Decisions, @TraderNickyBAT and @Tony_BATtista give their best trade ideas for $SMH, the main semiconductor ETF. Nick takes a conservatively bullish stance while Tony tak

1.7K views1 month ago

Micron is still one of the most undervalued companies in the entire AI trade and the CEO just explained exactly why that stays true for years (Save this).CEO Sanjay Mehrotra was asked the most important question in semiconductor investing right now, when does new supply actually arrive?His answer was unambiguous but construction is the long pole in the tent.After construction comes equipment installation, line qualification, and customer certification, each of which adds months in an industry wh

3K views2 weeks ago

x.comMilk Road AI

🚨 Quantum breakthrough: scientists just built a “quiet” qubit that could change everything.The problem with quantum computers isn’t power…It’s noise.Tiny disturbances destroy information almost instantly.Now researchers at Argonne National Laboratory found a solution: Trap a single electron above solid neonWhy this works:• Neon is chemically inert → almost no defects• No impurities → drastically less interference• Result → 10–10,000× less noise than standard qubitsThat’s massive.Even better:• C

3.1K views1 month ago

x.comTheNewPhysics

Market Recap for Wednesday May 27-Semiconductor and semiconductor equipment stocks now account for a record ~18% of the S&P 500's total market cap, the biggest weighting for any single industry group.- $META launches Instagram, Facebook, and WhatsApp subscriptions-Dell wins $9.7B defense deal to provide and streamline software to the US military-With Dell reporting earnings after hours tomorrow, markets think its very likely Dell beats earnings, certainly after this defense deal! -Snowflake $SNO

222 views2 weeks ago

x.comDual Assets

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