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First Solar Reports Record Q1, Reaffirms 2026 Outlook

Lower use of Malaysia and Vietnam lines reflects trade pressures.

Intel Details 18A-P With 9% Speed or 18% Power Gain

Samsung’s 4nm Chip Yields Top 80%, Signaling Mature Production

Marvell Cancels POET-Linked Celestial AI Orders Citing Confidentiality Violations

Lumentum Flashes Bullish Signal Before Earnings With 19% Move Priced In

QuantumScape Begins Eagle Line Start-Up, Beats Q1 Loss Forecast

Forge Nano to Go Public in $1.6 Billion SPAC Deal With Archimedes II

Nano-X Outlines Scale-Up With 300-System Deal, Manufacturing Overhaul, and 2026 $35 Million Target

Samsung Winds Down LPDDR4 as Chinese Rivals Step In

HII and GrayMatter Robotics Sign MOU to Test Physical AI in U.S. Shipyards

Lumentum Confirms Nvidia as Customer for New North Carolina Laser Plant as Shares Whipsaw

Tesla Ramps Hiring as Optimus Robot Moves From Demo to Manufacturing

Wipro Expands in South Korea With Seoul Innovation Lab

LG Electronics Sets 2026 as Launch Point for Full-Scale Robotics Push

Tesla Sets March 21 Launch for Austin Terafab Chip Project

Samsung Taps CSOT for 15 Million Galaxy OLEDs to Cut Mid-Range Costs

Google Sends Procurement Team to China to Source Liquid‑Cooling Gear for AI Data Centers

Micron Heads Into Earnings on AI Memory Boom, Sold‑Out HBM and New Taiwan Fab Plans

MSI Lifts Gaming Hardware Prices 15–30% as AI Demand Tightens Memory and GPU Supply

Musk Sets March 21 Launch for Tesla's Terafab AI Chip Venture