Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

Meanwhile, for Google’s rivals, the milestone will underscore the growing importance of vertically integrated AI infrastructure, where cloud providers design chips tailored to their own software stacks, workloads, and da…

Shanghai Aishengna named as the maker of China’s first domestic immersion DUV chipmaking tools — first viable domestic 7nm-capable scanner to be completed by 20

Carl Zeiss SMT has been ASML’s sole projection optics supplier since 1983, and Zeiss SMT revenue grew from €1.2 billion in 2016 to €4.1 billion in 2024. It’s not currently known what, if any, Japanese tooling is inside t…