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Nexperia and Tata to produce chips at new Gujarat and Assam fabs — 1dNexperia will produce MOSFET power chips at Tata's $11 billion Gujarat fab and assemble them in Assam. Deal terms were not disclosed.

Chris Dalton The choice of Gujarat and Assam sites makes sense for spreading jobs, but execution on tech transfer will decide if it works.

Japan and US discuss GlobalFoundries chip plant in tariff investment deal — 1dJapan and the U.S. discuss a ¥2-3 trillion ($12.9-19.3B) GlobalFoundries plant for car and industrial chips—not AI—under a $550B tariff deal; a SoftBank data center is also on the table.

Maya Lindstrom This deal shows both countries are serious about securing chip supply chains away from Asia's hotspots.

Huawei to Launch 960DT and Ascend 960PR AI Chips in 2027 — 2dHuawei plans to launch two AI chips, the 960DT in Q1 2027 and the Ascend 960PR in Q3 2027, while leveraging its UnifiedBus interconnect to link thousands of chips into large, single-system AI computing arrays as it seeks to challenge Nvidia amid US export controls aimed at China. The announcements and demonstrations at events abroad underscore Beijing’s push for domestic AI autonomy and higher-powered data-center architectures.

Sam Okafor Huawei's plan to scale thousands of chips together could finally give them a real shot at competing with Nvidia's dominance.

Chinese EV Makers Reportedly Pursue Tech Sales — 1dAfter a 1.7 billion yuan Q2 loss, Li Auto seeks outside buyers for its 1,280-TOPS Mach chips; Xpeng plans tech offers beyond VW as its IRON robot walks off the line.

Maya Lindstrom Xpeng letting its robot walk off the line shows real progress but offering tech to outsiders could help them recover faster than VW alone.

Memory Shortage Squeezes Budget Devices Through 2027 — 2dSK Hynix's CEO projects memory chips stay scarce until at least 2027, squeezing budget device makers and risking a 13.9% smartphone shipment drop.

Marcus Bell If memory stays this tight until 2028, companies might start designing devices around whatever chips they can actually get instead of what users want.

Potato Chips Pulled Over Unauthorized Colombian PorkBusiness — Sep 11, 2026Across the board, readers learn about evolving potato chip trends—from taste-tested brand rankings revealing mixed results (with Pringles among the less-favored options) and Lay's 2025 redesign emphasizing real potatoes, to do-it-yourself baked chips and loaded hash-brown ‘potato skins’ variations that reinvent snacking—while a recall of more than 200 pounds of Colombian-pork–containing chips triggers consumer caution.

Enablence Closes C$25 Million Chip-Capacity Investment — 3hEnablence Technologies raised C$25 million in a private placement of 3,226,000 shares at C$7.75 to Collingwood Investments to fund expansion of capacity at its Silicon Valley and Vietnam fabrication sites and to bolster working capital amid growing datacom and AI demand, with investor rights and final TSX Venture Exchange approval being noted. The deal strengthens the company’s balance sheet and positions it to scale production, pending regulatory clearance.

Elena Vasquez This funding at 7.75 a share should let Enablence scale production fast enough to catch the AI orders.

Qualcomm, Amazon Strike $4 Billion Custom Chip DealBusiness — Sep 8, 2026

Micron shares lag peers as memory chip prices show fresh data — Sep 8, 2026

Class I Recalls Cover Potato, Veggie ChipsHealth — Sep 8, 2026Multiple FSIS recalls spotlight 264 pounds of De Todito potato chips containing pork cracklings produced in Colombia, a country not eligible to export meat to the US, prompting warnings to discard or return the products and highlighting a class I health risk. Separately, the FDA warns that Momchipz Veggie Chips with wheat ingredients sold on Amazon pose a severe allergy risk for wheat-allergic consumers, with a recall classified as a Class I event.

Tencent-Backed Enflame Shares Triple in Shanghai Debut — Sep 9, 2026Tencent-backed Enflame Technology surged about 200% in its Shanghai STAR Market debut after raising 6.12 billion yuan in its IPO, with the stock trading around 430 yuan and the company valued far above its IPO price. The listing, part of China’s push to build home-grown AI chips, shows Enflame’s strong investor interest despite ongoing net losses and a heavy reliance on Tencent as both a shareholder and customer as it eyes next-generation chips.

Glass substrates and laser cooling target AI chip's growing heat problem — Sep 1, 2026TRUMPF’s HiPIMS-enabled through-glass vias aim to pack more AI-computing power into chips by enabling reliable, high-yield glass-substrate packaging for next-generation processors, while its ultrashort-pulse lasers support integrated chip cooling to address heat bottlenecks. Alongside these advances, iCometrue is promoting copper-block solutions to drastically reduce TPVs/TGVs for power delivery in large AI multi-chip packages, illustrating a packaging-driven shift in AI chip design.

Maya Lindstrom Power delivery gets ignored until it becomes the bottleneck. Copper blocks instead of tons of tiny vias makes sense for these massive multi-chip AI packages.

DeepSeek Plans First CFO Ahead of Possible IPO — 4dDeepSeek plans to appoint Yan Wentao as its first CFO as it prepares for a potential STAR Market IPO, with CITIC Securities lined up to support the listing and a company valuation around 500 billion yuan amid ongoing fundraising and investment in chips, computing infrastructure, and talent. Yan, born in 1991 and a GL Ventures partner, will handle investor relations and financial management as the startup transitions toward conventional financing and public-market readiness.

Sam Okafor DeepSeek's 500 billion yuan valuation before IPO looks aggressive given the chip spending, but the CFO hire should help steady investor talks.

Northwestern holds off South Dakota State rally in Chip Kelly's debut — Sep 6, 2026Northwestern opened Chip Kelly’s era with a 34-18 win over FCS South Dakota State, generating explosive plays on offense (Aidan Chiles: 273 passing yards and a rushing TD) and a stingy defense. The Wildcats’ balanced attack featured a 71-yard first-play connection to Griffin Wilde, an 80-yard late standout by Joseph Himon II, and strong performances from a healthy lineup as they moved to 1-0 in the 2026 season.

Dana Whitfield Chiles looked solid both throwing and running, good sign for this team moving forward.

Joanna Gaines describes Magnolia sabbatical taken after soul weariness — Sep 11, 2026Joanna Gaines said she and Chip paused Magnolia for three months after nearly 25 years of building the brand due to soul weariness and a loss of vision, a break that cost them but helped reignite their purpose and clarify why they’re building the business. She now emphasizes early burnout awareness as a daily discipline to refocus and sustain Magnolia, recounting the sabbatical on Hoda Kotb’s Joy 101 podcast.

G42 Weighs U.S. Majority Ownership for AI Chips — Sep 4, 2026Abu Dhabi’s AI firm G42 is reportedly examining selling a majority stake to American companies to secure continued access to advanced AI chips after the current export window ends around April 2027, with options including a US-dominated ownership or a new US entity. The talks underscore export-control pressures and the involvement of notable investors such as Microsoft, Silver Lake, and Mubadala, amid governance and national-security considerations.

Priya Raman So basically the export rules are forcing G42 to sell control just to keep buying chips. That's leverage, not partnership.

Global Chipmakers Plan High-NA EUV ProductionTech — Sep 11, 2026Samsung and peers are fast-tracking ASML’s High-NA EUV adoption, targeting DRAM production by 2028 and broader chip manufacturing by around 2030, supported by a move to 12-inch photomasks to boost productivity and cut costs. As the industry commits billions in capex and ASML expands capacity to meet long lead times, leaders like Intel have already begun deploying the technology, signaling a costly but pivotal shift for AI-era semiconductors.

DOJ Investigates Nvidia Groq Licensing Deal Over Antitrust Evasion — Sep 10, 2026The U.S. Department of Justice is examining whether Nvidia structured its Groq licensing deal to avoid antitrust review, a probe that follows broader regulatory scrutiny of licensing arrangements in the AI chip sector. The roughly $17–20 billion deal, which included executive hires from Groq, is under scrutiny as regulators weigh whether such licenses functionally imitate acquisitions without triggering merger reviews.

Elena Vasquez The executive hires tied to this license make it hard to see the arrangement as anything but a de facto acquisition that skipped review.

Tencent-Backed Enflame IPO Draws 6,109x DemandBusiness — Sep 3, 2026Shanghai Enflame Technology priced its STAR Market IPO at 142.18 yuan per share and drew overwhelming retail demand of about 6,109 times the online shares, raising roughly 6.1 billion yuan with an online winning rate of 0.025%. Backed by Tencent, which holds roughly 20% of the equity and is a major customer, Enflame plans to use the proceeds to develop fifth- and sixth-generation AI chips amid China's push for domestic chip independence, despite not yet turning a profit.