David covers semiconductors, foundries, and the hardware supply chain for The Silicon Valley News — process nodes, packaging, and the silicon underneath the AI boom.
General Motors is investing in Peak Energy to develop sodium-ion battery cells specifically for grid-scale energy storage, a move that diversifies its battery portfolio beyond lithium-ion and signals a strategic shift towards stationary applications.
The discovery of Nvidia's restricted Blackwell Ultra B300 GPUs within state-owned China Telecom infrastructure highlights the persistent challenges of chip smuggling and grey market distribution.
Helion has secured $225 million to advance custom semiconductor components aimed at doubling the output capacity of its upcoming commercial fusion reactors.
A shift toward processing monazite ore could dismantle China's dominance in rare earth elements, offering a radioactive but viable path to domestic chip manufacturing security.
TSMC is actively pressing lithography and etch equipment vendors to eliminate Chinese rare-earth components from their systems to protect fab operations against escalating geopolitical supply chain disruptions.
Google and Voltus are launching a massive virtual power plant initiative in the PJM grid to absorb data center loads and stabilize regional capacity constraints.
LAZ Parking and EverCharge are deploying dynamic power-sharing architecture across thousands of sites to solve the high cost of multi-family EV charging upgrades.
Cloud hyperscalers are launching open software abstraction layers that allow PyTorch workloads to execute seamlessly on custom silicon, threatening Nvidia's long-standing CUDA software moat.
General Motors and LG Energy Solution are pivoting their Spring Hill facility to produce LMR prismatic cells, signaling a move away from pouch formats toward more durable, cost-efficient battery architectures.
A new software-based approach to Nvidia GPU configuration allows users to modify power limits and clock speeds via direct register overrides, bypassing the risks of traditional firmware flashing.
The ambitious vision for hydrogen hubs in Pennsylvania, backed by significant federal funding, is encountering substantial delays and technical challenges, raising questions about the technology's commercial viability and deployment timeline.
Arm claims its upcoming AGI CPU design nearly doubles rack-level throughput against AMD's flagship Turin chip in complex agentic workloads.
Mercedes-AMG's upcoming electric GT SUV introduces YASA-derived axial-flux motors and 710 kW fast charging, setting new powertrain benchmarks for heavy performance platforms.
Intel Foundry Services is reportedly securing new customers, raising questions about whether previous cost-cutting initiatives might hinder its long-term capacity and technological readiness for broader industry demands.
Moving away from massive tokamak designs, Cambridge Heavy Industries is developing compact laser-powered devices to solve the fuel and ignition bottlenecks of commercial fusion.
A $4 billion industrial park in Texas aims to transplant Taiwan's specialized chemicals, precision tooling, and packaging suppliers directly alongside domestic fab expansions.
Tech giants and large corporations demanding round-the-clock clean electricity are pushing North Carolina's dominant utility, Duke Energy, to accelerate its decarbonization efforts beyond current mid-century targets.
Applied Materials' new multi-billion dollar EPIC Center represents a necessary shift in semiconductor manufacturing, moving from siloed development to integrated co-optimization of materials, equipment, and process architecture.
Ambrosia Energy has announced a massive 10 GWh manufacturing facility in Texas, focusing on high-density storage to decouple data centers from the strained national power grid.
SK hynix is moving away from generic Arm architectures for I/O management, introducing bespoke H-TPU cores to handle the massive throughput of next-generation enterprise storage.
Sunrun is expanding its virtual power plant network to households without rooftop solar, leveraging standalone home batteries to scale distributed grid capacity.
A new distributed computing framework from Apple aims to solve the AI compute shortage by networking idle Mac hardware into a virtualized, high-performance GPU cluster.
Qcells is moving to commercialize next-generation perovskite-silicon tandem solar cells, aiming to shift high-efficiency laboratory tech into high-volume domestic production.
Intel's new GPU D-Series family, powered by the Crescent Island AI inference accelerator, promises substantial FP8 compute and high memory bandwidth, targeting AI workloads with specific performance metrics.
Mercedes-Benz and Geely's joint venture has unveiled the Smart #2, packing a 35.8 kWh LFP battery and 290 km of WLTP range for €19,990.
Seven years after abandoning the FinFET race, GlobalFoundries pivots back to advanced scaling with a 7nm-class FD-SOI node targeting high-efficiency AI and RF applications.
Researchers have demonstrated a method using controlled oxygen introduction to regulate transition metal dichalcogenide growth, addressing critical nucleation flaws for future sub-nanometer logic nodes.
BYD's production of its 150,000th commercial new energy vehicle underscores how rapidly industrial electrification is moving past the pilot phase.
A massive 450-megawatt solar facility paired with utility-scale battery storage is rising in Arizona, with corporate offtake securing most of its capacity.
Nvidia is reportedly reallocating resources from its top-tier consumer graphics cards, the GeForce RTX 5090, to bolster production of AI data center and professional GPUs, signaling a strategic shift driven by overwhelming AI demand.
Virginia attempts to balance soaring electricity demand from AI data centers with its statutory zero-carbon mandates without shifting costs to residents.
A new five-year, $2 billion agreement brings GlobalFoundries into TSMC's advanced packaging ecosystem, utilizing mature US fabs to relieve AI hardware bottlenecks.
Connecticut's latest procurement of 63.4 megawatts of solar capacity faces headwinds as major utilities express reluctance to sign long-term power purchase agreements.
AMD's forthcoming EPYC 'Verano' AI host CPUs, based on the Zen 6 architecture, are reportedly adopting a new SB1 socket, signaling a significant platform shift for high-performance computing and AI server designs.
Tesla's integration of bidirectional charging hardware addresses the fundamental AC-DC divide that has long limited vehicle-to-home backup applications.
The CHIPS Act pivots toward long-term R&D with a massive investment in IBM-backed Anderon, aiming to bridge the gap between lab-scale qubits and industrial manufacturing.
Type One Energy has raised $200 million to deploy its stellarator-based fusion reactor by 2034, leaning on physics approaches designed to solve historical magnetic confinement challenges.
EV charging firm Xeal is set to deploy 100,000 Nvidia GPUs across its U.S. network, transforming idle charging infrastructure into a distributed edge inference compute platform.
With the American energy supply under intense pressure from surging demand, grid-enhancing technologies offer a way to unlock gigawatts of hidden capacity without building new generation.
Qualcomm restructures its Snapdragon PC processor lineup, aiming to address architectural fragmentation and tighten its grip on enterprise clients.