Category: Frontier Tech
Space, biotech, quantum, fusion, cleantech and other moonshots.
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ASML and three of the biggest chipmakers agreed to fix a lithography tool that already shipped
The plan to double photomask size is meant to cut the throughput loss out of ASML’s newest machine, and it will not be finished…
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DeepMind put a score on every possible single-letter change to human DNA
The table is a petabyte and covers nine billion variants, and the single number it gives each one is the part its own users…
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Qualcomm gave Amazon warrants for 25 million shares to win its first big cloud customer
Stock handed over in exchange for a purchase commitment is fast becoming the standard way chip suppliers lock in a hyperscaler.
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$3bn of Blackwell servers reached China through a renamed California company
Aivres kept blacklisted Inspur’s offices, staff and business, but not the name, and that was enough to keep buying Nvidia’s best chips.
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Broadcom tripled its AI chip sales and the stock fell 6% anyway
A record quarter was not enough, because the next quarter’s forecast came in a fraction below what the market wanted.
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A loss-making Chinese AI chipmaker priced its IPO at 4,000 times demand
Enflame raised $911m for chips bought almost entirely by one customer, which is also its largest shareholder.
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South Korea is spending a chip windfall on more chips
The record budget is paid for by a semiconductor tax windfall, and it commits the country to that windfall continuing through 2027.
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Nvidia is putting $3.5 billion into MediaTek to stay in the deals its GPUs miss
The money buys convertible bonds and a place on NVLink Fusion, the interconnect Nvidia is pushing as its biggest customers design chips to need…
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An Nvidia-backed cloud firm borrowed $1 billion to buy more Nvidia chips
It is the third chip-backed financing Lambda has closed since May, and it lands while the company raises a $3 billion round ahead of…
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SK Hynix broke ground in Indiana on a plant that ships nothing until 2029
The memory shortage is now; the cleanroom opens in 2028 and mass production a year after that.