TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification (SemiAnalysis)
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)
Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows daily traffic down ~20% since March 5 vs. the previous month (Anastasia Stognei/Financial Times)
STMicro plans to retrain workers and deploy humanoid robots in its older chip plants for repetitive and physically demanding tasks, aiming to avoid closures (Nathan Vifflin/Reuters)
Sources: HSBC and Standard Chartered are set to be among the first licensed stablecoin issuers in Hong Kong, as the city pushes to become a crypto hub (Bloomberg)
China approves the market launch of an invasive BCI system that helps restore hand movement, the world's first approval of such a device for commercial use (Reuters)
Alex Karp says AI disrupts the economic power of "humanities-trained, largely Democratic voters" and strengthens that of "working-class, often male voters" (Kelby Vera/HuffPost)