Radar – by nexxworks: Inside TSMC, Tesla's terawatt TerraFab, the AI IPO frenzy & China's anti-AI-firing ruling

In this episode, Steven Van Belleghem, Peter Hinssen and Pascal Coppens unpack Peter's intense week with TSMC and Tesla's stunning TerraFab announcement — a one-terawatt AI chip factory built with Intel and SpaceX, equivalent to 500 nuclear reactors. Pascal counters with Jensen Huang's argument that US export controls have failed, China now dominates mature-node chips and AI researchers, and predicts the coming "Temu of semiconductors." They then dive into the looming IPOs of Anthropic, OpenAI and SpaceX, the customer-service AI paradox (six surveys show consumers genuinely hate it), China's landmark Hangzhou ruling that makes AI an illegal reason to fire employees, Elon's Mars-colony pay package, the Character.ai lawsuit over chatbots posing as doctors, Steven's upcoming children's thriller Takeover, and Beijing weaponising rare-earth processing as the EU moves to ban Huawei and ZTE. Keywords TSMC, Taiwan chips, Tesla TerraFab, Intel, terawatt, end of the chip war, Jensen Huang, DeepSeek, Huawei Ascend, Temu of semiconductors, Anthropic IPO, OpenAI, SpaceX, Sarah Friar, Cursor, Colossus, customer service AI, chatbot paradox, China AI labor law, Hangzhou ruling, Universal High Income, Mars colony, Character.ai, Takeover, rare earths, Huawei ban