46,225 square millimeters. That is roughly the size of a dinner plate. It is also the die area of Cerebras Systems’ WSE-3 (Wafer-Scale Engine 3), a single AI chip 57 times larger than NVIDIA’s flagship B200 GPU. Read more »
58.4. That single number just rewrote the leaderboard. The score that now sits atop SWE-Bench Pro — the benchmark that measures whether AI can actually fix real-world software bugs — doesn’t belong to OpenAI, Anthropic, or Google. Read more »
$30,000 for a single silicon wafer. That is the new price tag for TSMC’s 2nm process node — a 50% leap from the roughly $20,000 it charges for 3nm wafers. The era of cheaper, smaller, faster chips is over. Read more »
T$2.13 trillion — that is Foxconn’s top line for the first three months of 2026. The company that built its empire assembling iPhones now generates more revenue from Foxconn AI Servers than from any consumer gadget on earth. March alone hit T$803.7 billion, a 45.6% year-over-year surge and the highest single-month figure in the company’s history. Read more »
One hundred billion dollars. That is how much vanished from memory chip stocks in a single trading session. The trigger was not a sanctions package, a supply chain disruption, or a catastrophic earnings miss. Read more »
Fourteen-point-two billion dollars. That is what Intel agreed to pay on April 1, 2026, to buy back the 49% stake in its Ireland Fab 34 from Apollo Global Management. The same stake that Apollo purchased in 2024 for $11.2 billion, now reacquired with a $3 billion premium attached. Read more »
$5.6 million. That is what it reportedly cost to train a trillion-parameter AI model capable of competing with GPT-5 and Claude Opus. The claim comes from DeepSeek, a Chinese AI startup that has turned efficiency into a geopolitical weapon. Read more »
1.8 terabytes per second. That is the speed at which light is replacing copper inside AI data centers. On March 31, Nvidia announced a $2 billion strategic equity investment in Marvell Technology, a move that locked the semiconductor industry’s attention on two words: silicon photonics. Read more »
$20 to $25 billion. That is the wager from a company that has never manufactured a single semiconductor. On March 21, 2026, Elon Musk stood at Austin’s historic Seaholm Power Plant and unveiled Terafab — a joint venture between Tesla, SpaceX, and xAI designed to produce AI chips in-house. Read more »
Two hundred billion euros. That is the number the European Union put on its independence from American Big Tech. Commission President Ursula von der Leyen unveiled the InvestAI initiative at the Paris AI Action Summit, launching what amounts to the most ambitious EU Digital Sovereignty program in the bloc’s history. AI gigafactories, semiconductor self-sufficiency, cloud sovereignty legislation, and cybersecurity enforcement — four policy axes moving simultaneously. Read more »