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AI on the factory floor
What AI actually changes in a plant, and what it never will.
MES & shop-floor systems
The software that actually runs a factory.
Semiconductors: chips, fabs & yield
Why a chip you can design today still cannot be built for three years.
Newest pieces
Everything
A Chip Factory Opened Last Week. It Cannot Sell a Chip Until 2027.
A factory like this opens twice. Once for the cameras, and once, months later, when it is finally allowed to sell what it makes.
Europe Builds the Machine Every Chip Factory Needs. It Bought Zero This Year.
There is exactly one machine on Earth that can print the pattern of a modern chip, and exactly one company that makes it. That company is ASML, it is Dutch, and it is the most valuable company in Europe.
Two AI Labs Shipped Models This Week. A Chip Factory Was Reading 12 Characters.
On Tuesday 22 September 2026, two AI labs each released a new frontier model on the same day: OpenAI shipped GPT-6 Sol and GPT-6 Luna, nineteen days after GPT-6 Astra, and Anthropic shipped Claude Opus 5.5, which it says performs at the level of its previous flagship for about 40% less on a typical workload.…
3 AI Power Moves, 1 Week, and a Rule Chip Factories Wrote in 2000
The AI boom ran out of power three times this week, and a chip factory wrote the answer in the year 2000. On 16 September 2026 the US House of Representatives voted 417 to 3 for the Ratepayer Protection Act: any new load over 100 megawatts, which means an AI data centre, must pay the…
SK hynix, Intel's Ohio Fab, and the Rule That Copies the Plumbing
On 16 September 2026 Reuters reported that SK hynix, the world's biggest maker of the memory inside AI chips, is in talks with Intel about making memory chips in the United States for the first time: either by leasing part of Intel's $28 billion campus in Ohio, or through a joint venture with Intel and…