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Australia has reportedly backtracked on an earlier promise to exclude YouTube in its social media ban for children under 16. YouTube will be subject to the same rules as other leading platforms under legislation starting in Dec.

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TMSC is reporting a 26% growth spurt for July, adding to evidence of accelerating spending on AI. TSMC is on a torrid pace of growth this year — up 38% over its performance Jan-July '24 — and working to close the gap between supply and elevated demand.

OpenAI has released the fifth generation of its AI technology that powers ChatGPT, a product update that's being closely watched as a measure of whether generative AI is advancing rapidly or hitting a plateau.

Intel's CEO is under fire and US government scrutiny for a supposed stake in Chinese-based companies. Intel has fired back stating CEO Lip-Bu Tan is deeply committed to advancing US national and economic security interests.

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Do you keep a bucket list? One of mine was to give a commencement speech—and I finally got the chance at SJSU! It was such a meaningful experience. I talk about what it meant to me in my latest podcast episode: Would love to hear what’s on your list too!.

For months, Intel has promised investors it would increase manufacturing using a process it calls 18A. It spent billions of dollars developing 18A but now sources say Intel is struggling with key manufacturing process for next PC chip.

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TSMC says it had detected “unauthorized activities” that led to the discovery of potential trade secret leaks and has taken action against the personnel involved and even launched legal proceedings.

The SIA says global semiconductor sales were $179.7B during Q2 25, an increase of 7.8% compared to Q1. Global sales were $59.9B during the month of June '25, an increase of 19.6% compared to the June '24 total of $50.1B and 1.5% more than sales in May '25.

AI innovation marches on. Oxmiq Labs is planning to launch licensable graphics processor tech geared for AI data crunching. Founded by Intel's former chief architect, Oxmiq said that it has raised $20M in seed capital to help launch the new GPU IP.

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TSMC is moving quickly toward a major production milestone, aiming to bring four 2 nm fabs online by '26, with a combined capacity of more than 60,000 wafers per month.

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Google has outlined its latest step towards AGI with a new model. The Genie 3 “world model” could be used to train robots and autonomous vehicles as they engage with realistic recreations of environments.

Despite Nvidia receiving assurances it can resume sales of H20 chips to China, local rivals have continued to advance and grab more customers. Recent moves by Beijing officials could also be signs of further headwinds for the company.

ONSemi reported fiscal Q2 '25 results with a decline of 15.36% YoY to $1.47B, topping analyst estimates of $1.45B with its CEO noting early signs of stabilization in key end markets and saying Onsemi is well-positioned to capitalize on a market recovery.

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