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Microchip Technology said this week that AI buyers have effectively taken over its factories, pushing industrial chip lead times back to 32 weeks — the same levels seen during the COVID-era supply crunch — as foundries prioritize high-margin AI silicon over the microcontrollers and analog chips that factory automation and automotive systems depend on. Also: OpenAI's AI disproved a foundational 25-year-old math conjecture verified in a formal proof checker, and hundreds of activists occupied Microsoft's Amsterdam data center construction site as part of a coordinated 85-action campaign across 15 European countries.