Tata-ASML deal; what happened to H200 chips for China? $1.5T IC industry by 2030; new funding; AI memory tools; MRC spec; embedding solar chips in windows; Ford launches battery biz; Waymo does the backstroke; UMC’s high-voltage finFET. The U.S. created a licensing path for NvidiaH200 shipments in January and has since approved sales to 10 Chinese companies, but so far no shipments have been confi...