Hardware·
SpaceX filed for a $55B Texas chip fab. Total Terafab spend could hit $119 billion.
SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.
Company
Intel
RSSIntel silicon and platform coverage: Core Ultra, foundry services, and the company's long return to competitiveness.
7 articles
First covered Apr 22, 2026, latest May 7, 2026
Hardware·
AMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Apple·
Intel jumped 13% on a Bloomberg report that Apple is talking to its old chip supplier again
Bloomberg says Apple is in early-stage talks with Intel and Samsung Foundry to build base M-series chips in the US starting 2027. Intel closed at a record $543B market cap.
Hardware·
AMD Zen 7 'Florence' leak: 288 cores, a separate cache die, and a 25% IPC swing
Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.
AI·
An AI agent built a working RISC-V CPU from a 219-word prompt in 12 hours. Here's what it actually did.
Verkor's Design Conductor agent went from a 219-word spec to a tape-out-ready RISC-V core called VerCore in 12 hours. The catch: it's still a Celeron.
Hardware·
Intel's foundry finally has a whale: Musk says Tesla's Terafab will run on 14A
Elon Musk said Tesla plans to manufacture at Terafab in Austin on Intel's 14A process. It's the first major external customer Intel CEO Lip-Bu Tan needs to keep the foundry alive.
Hardware·
Framework's Laptop 13 Pro is a ground-up redesign: aluminum, 20-hour battery, $1,199 DIY
Framework opened pre-orders for the Laptop 13 Pro on April 21. Panther Lake or Ryzen AI 300, LPCAMM2, a 74Wh battery, and Framework's first touch display.