Cursor just paid a premium for a code review startup to fix what it calls the new bottleneck in software development. But a July 2025 study using Cursor's own tools found AI made experienced developers 19% slower. The math gets uncomfortable from there.
China's EUV prototype isn't a technological defeat for the West. It's a counterintelligence one. The vector isn't smuggled crates. It's people. Europe discovered, again, that openness without defense is vulnerability, not virtue.
Chinese scientists built a working EUV prototype using former ASML engineers and secondary-market parts. The machine generates light but hasn't produced chips. ASML took 18 years from prototype to production. Beijing wants 3-5. The math doesn't add up.
TSMC launched construction of its third semiconductor plant in Arizona today, marking the largest foreign investment in U.S. manufacturing history. U.S. Commerce Secretary Howard Lutnick visited the site to mark the milestone.
The Taiwan-based chipmaker will invest an additional $100 billion to build three new chip plants, two packaging facilities, and a research center. This expansion adds to TSMC's existing $65 billion investment in Arizona.
The project will create 40,000 construction jobs over four years and thousands of permanent high-tech positions. TSMC expects the expansion to generate $200 billion in economic output across Arizona.
The first Arizona plant already makes 4-nanometer chips. The second facility, set to open in 2028, will produce more advanced 3nm, 2nm, and A16 chips. The third plant will start operations in 2030, focusing on 2nm and newer technology.
Apple CEO Tim Cook confirmed his company will be TSMC's largest Arizona customer. NVIDIA's Jensen Huang praised the move to bring AI chip production to America, while AMD's Lisa Su announced plans to make their newest server processors at the facility.
TSMC's expansion comes as the U.S. pushes to strengthen domestic chip manufacturing. The company's stock rose on the news, reflecting investor confidence in the strategy.
"We're bringing advanced semiconductor capacity to the United States," said TSMC CEO C.C. Wei. "This supports America's leading innovators in smartphones, high-performance computing, and AI."
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Phoenix Business Journal: TSMC breaks ground on third Arizona fab; Commerce Secretary visits Phoenix site
China's EUV prototype isn't a technological defeat for the West. It's a counterintelligence one. The vector isn't smuggled crates. It's people. Europe discovered, again, that openness without defense is vulnerability, not virtue.
The US Trade Representative named nine European companies as potential targets for restrictions. The demand: stop enforcing EU laws against American tech firms. This isn't a trade dispute. It's something else entirely.
The administration cut 317,000 federal workers. Now it wants 1,000 tech recruits from Palantir, Amazon, and Microsoft—who keep their stock while shaping government AI. The math is interesting. So are the conflicts of interest.
Trump signed an order claiming to preempt state AI laws. Constitutional problem: executive orders aren't laws. But the real story is who drafted it, and what they got in return. Nvidia's CEO now has a direct line to the Oval Office.
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