Cerebras IPO'd above range at $185 and surged 68% to ~$95B market cap — the first major dedicated AI-chip pure-play IPO, establishing a new public-market benchmark for AI silicon.
Silex Microsystems +160% in Stockholm IPO debut: ~$220M raised in the strongest sizable European IPO opening in nearly five years.
TSMC exits its Arm position with a ~131% return, selling 1.11M shares for $231M — more than doubling the original 2023 IPO investment of ~$100M.
Taiwan court hands ex-Tokyo Electron engineer a 10-year sentence for stealing TSMC proprietary data — part of a broader IP security crackdown on semiconductor leakage pathways.
Tokyo Electron's China ops head Jay Chen exits after family conflict-of-interest discovery — one of two separate IP/governance incidents at the company on the same day.
Elon Musk confirms Tesla will use Intel's 14A process for Terafab chips — making Tesla the first major Intel 14A customer and a key foundry validation win for Intel.
TSMC is deferring production use of ASML's high-NA EUV machines (€350M+ each) until after 2029 — a cost-driven delay with implications for when next-generation chip nodes arrive.
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