Browsing Tag
CHIPS Act
16 posts
USA Rare Earth (NASDAQ: USAR) moves to consolidate Round Top deposit with Texas Mineral Resources acquisition
USA Rare Earth plans to acquire Texas Mineral Resources to gain full control of the Round Top rare earth deposit. Discover why the deal matters for supply chains.
NYSE: IONQ to acquire SkyWater Technology (NASDAQ: SKYT) for $1.8bn, creating first vertically integrated full-stack quantum platform
IonQ’s $1.8B acquisition of SkyWater could reshape U.S. quantum supply chains. Find out how vertical integration positions IonQ for defense and scaling.
Inside Nokia’s $4bn push to lead U.S. network innovation with AI
Nokia will invest $4B in U.S. R&D and manufacturing for AI-ready networks. Find out what this means for telecom, defense, and America's AI edge.
Can Intel become SoftBank’s next Arm? Why the $2bn bet could reshape its AI hardware strategy
SoftBank’s August investment in Intel Corporation is now coming into focus as a strategic wager on AI infrastructure, echoing the playbook it once used with Arm Holdings
OpenAI wants tax credits for AI data centers—will Washington agree?
OpenAI’s CHIPS Act proposal reframes data centers and grid gear as strategic assets. Can U.S. tax policy keep up with AI’s industrial footprint?
Will OpenAI’s $1.4tn AI plan get U.S. tax support under CHIPS expansion?
OpenAI wants CHIPS tax credits to include data centers and power gear. Find out how this move could reshape U.S. AI infrastructure policy and investment.
Inside NVIDIA and TSMC’s first made-in-America Blackwell chip wafer — And why investors are watching Arizona
Find out how NVIDIA and TSMC’s first U.S.-built Blackwell wafer is redefining semiconductor manufacturing and reshaping the global AI chip supply chain.
Why Intel’s $2bn share sale to SoftBank could reshape the U.S. chipmaker’s turnaround story
Intel sells $2B in stock to SoftBank, raising fresh capital at a turning point for its foundry and AI strategy. Find out what it means for investors.
U.S. chip plan sends Intel and GlobalFoundries higher as Washington doubles down on domestic manufacturing
Discover how U.S. plans to mandate 1:1 chip production at home boosted Intel and GlobalFoundries, reshaping the semiconductor industry’s future.
Impact of EU’s Chips Act: Is Europe ready to compete globally in semiconductors?
EU’s Chips Act reshapes Europe's semiconductor sector—how Nokia, Infineon, and ASML position Europe against global rivals like TSMC and Intel.