Intel makes first major move into India’s semiconductor ecosystem with advanced glass substrate manufacturing MoU

India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel’s first significant participation in India’s semiconductor manufacturing ecosystem beyond its existing design and technology operations.

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‘You’re so rich now’: Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins

At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.

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Terafab explained: SpaceX outlines space-optimized chips and AI megafab plan in IPO filing

SpaceX’s IPO prospectus details an early-stage “Terafab” initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.

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