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OpenAI is teasing a livestream event on X, sparking speculation about the unveiling of GPT-5. A typo in the announcement fueled the rumors. CEO Sam Altman hinted at GPT-5’s integration of several technologies. The standard ChatGPT version may offer free, limited access to GPT-5’s basic capabilities. Plus and Pro subscribers could gain access to more advanced features like voice integration, enhanced search, and research tools.

Former President Trump intends to impose tariffs of approximately 100% on imported chips and semiconductors, but would waive them for companies that manufacture in the U.S., incentivizing domestic production. Tariffs could also be levied on products containing semiconductor chips. This policy aims to reshape supply chains and bolster U.S. self-reliance in critical technology. Apple, with its existing U.S. investments and manufacturing initiatives, appears strategically positioned amidst these potential changes, potentially employing 20,000 more in the US.

GlobalFoundries and Apple are expanding their partnership to advance semiconductor tech and bolster U.S. manufacturing. GF will manufacture wireless connectivity and power management chips for AI devices at its Malta, NY, facility. This builds on GF’s $16B investment in NY and VT sites, aligning with Apple’s $600B American Manufacturing Program pledge. The collaboration supports the push for domestic chip independence and AI leadership. This strategic move enhances GF’s position by focusing on specialized process technologies for next-gen devices.

On August 5, 2025, Nexera Energy (NGY, EMBYF) received a cease trade order (CTO) from the Alberta Securities Commission due to a failure to file annual financial documents by the July 29 deadline. The missing documents include audited financial statements, management’s analysis, CEO/CFO certifications, and oil/gas disclosures. The CTO halts trading in all Nexera securities but can be revoked if the company files the required documents within 90 days, which management anticipates.

DISA Technologies Inc. secured $30M in an oversubscribed Series A2 round led by Evok Innovations with a strategic investment from Constellation Technology Ventures. The funding will scale DISA’s High-Pressure Slurry Ablation (HPSA) technology. HPSA enhances critical mineral recovery for mining and cleans up Abandoned Uranium Mine waste, recycling uranium and vanadium. Constellation’s investment highlights uranium remediation, and DISA expects an NRC license decision by September. Valor Equity Partners, Veriten, and Halliburton Labs also participated in the round.

Gree Electric faces investor scrutiny over its chip business, despite significant R&D spending. Concerns arose from comparing Gree’s chip subsidiary’s small registered workforce to industry peers. Gree responded, stating its chip team nears 1,000 employees and clarified previous data discrepancies. Gree entered the chip domain in 2015, focusing on MCUs, smart home chips, power devices, and silicon carbide wafer manufacturing. Chairwoman Dong Mingzhu defended the company’s chip venture as a strategic move towards self-reliance and potentially providing semiconductor solutions to others.

Borr Drilling Limited (NYSE: BORR) announced that shareholders approved key resolutions at a special general meeting on August 6, 2025. These include setting the maximum number of directors at eight, electing Thiago Mordehachvili as a director, and increasing authorized share capital from US$31,500,000 to US$36,500,000 through the authorization of 50,000,000 additional common shares. The capital injection will allow Borr Drilling to pursue strategic investments and growth opportunities.

A recent leak at TSMC, impacting its 2nm process technology R&D and Fab 20 in Hsinchu, involves nine individuals and has sparked industry debate. The breach, detected internally, highlights the challenges of protecting valuable IP. Intriguingly, the leak involves Tokyo Electron (TEL), a partner of Rapidus, intensifying competition in advanced semiconductor manufacturing. TSMC had implemented rigorous security measures, including iPhone replacements and U.S. security expert recruitment. Despite CEO C.C. Wei’s confidence, the leak originated from TSMC’s headquarters, emphasizing the persistent threat of internal security breaches.

Bollinger Innovations (BINI) announced a $7,500 price cut on Mullen ONE and THREE commercial EVs. Combined with federal incentives, customers can save up to $15,000 before Sept 30, 2025. The Mullen ONE is now $27,000 and the THREE is $61,000. Formerly Mullen Automotive, the company rebranded to Bollinger Innovations and will transition these vehicles to the Bollinger Motors brand in 2026. They also plan to launch a Class 5 truck in 2027.

TSMC faces pressure from potential U.S. tariffs and demands for significant investment. The U.S. is considering a 20% tariff on Taiwanese exports, prompting negotiation for a rate closer to South Korea and Japan’s 15%. Reports suggest the U.S. seeks a $300 billion investment from TSMC for a massive Arizona fabrication plant, potentially housing future 2nm and 1.4nm processes. This investment, exceeding 30 times TSMC’s equity, follows a prior $165 billion U.S. expansion commitment. TSMC has declined to comment on the rumors.