ASML fires 1700 mostly managers amid €13.2B Q4 bookings surge from AI boom. Why trim leadership now as chip demand explodes? Streamlining risks execution amid TSMC, Samsung rush. (148 characters)
Apple turns to Intel's 14A process for non-Pro iPhone chips starting 2028, diversifying from TSMC amid capacity strains. As AI demand surges, this supply shift exposes risks in the chip foundry race—leaving premium silicon exclusive.
The era of 'Assembled in India' is ending. The era of 'Owned by India' has begun. From Lava's UK launch to Tata's new fabs, we connect the dots on the 18-month roadmap to Hardware Sovereignty.
For 20 years, the iPhone dictated TSMC's roadmap. That era is over. We analyze the "Revenue Density" math that explains why TSMC is pivoting $56B in Capex toward NVIDIA, leaving smartphone giants to pay the bill.
The 'BARBIE' phenomenon is not a cultural trend; it is a geopolitical asset shift. WireUnwired analyzes how returning US undergrads act as vectors for critical VLSI and AI transfer to India's deep-tech ecosystem.
TSMC's 2nm wafers are hitting $30,000. We used our Silicon Economics Calculator to analyze why Apple locked up all the capacity, and why NVIDIA is stuck paying $10,000 per chip.
The 20-year era of "Silicon-on-Plastic" is ending. We analyze the 3 critical reasons—Warpage, Speed, and the "Rectangular Revolution"—driving the shift to Glass Core substrates by 2026.
Apple has secured 100% of TSMC's 2nm capacity, marking the end of the 15-year FinFET era. We analyze why the transistor's shape had to change to Gate-All-Around (GAA).
A routine API outage at 4 AM exposed a critical flaw in my security research. I analyze why relying on "Real-Time Data" is a single point of failure and the mathematical fix for resilient pipelines.
The era of "Cloud AI" is ending. We analyze how the "1-bit" revolution (BitNet) enables GPT-4 class models to run offline on phones, and why Google's controversial Tensor chip strategy was right all along.
Nvidia reached $3.6T without a CMO. The hiring of Alison Wagonfeld signals a massive shift from selling hardware to selling Sovereign AI. We analyze the math and strategy behind the pivot.
ProLogium has unveiled a superfluidized all‑inorganic solid‑state lithium ceramic battery platform at CES and confirmed construction of its first French gigafactory, aiming to industrialize high‑safety, fast‑charging cells for next‑gen EV and energy storage applications across Europe and beyond.
NVIDIA, Cisco, T‑Mobile and public‑sector partners have unveiled what they describe as the first AI‑native 6G wireless stack prototype in the U.S., built on NVIDIA’s AI Aerial platform. The vertically integrated architecture fuses GPU‑accelerated baseband, an AI‑driven RAN and intelligent core with new 6G application layers for spectrum agility and integrated sensing, offering an early reference design for AI‑first 6G networks.
SpaceX’s upcoming Falcon 9 launch of 36 SDA Tranche 2 Tracking Layer satellites is not just another mission—it is a bulk upload of hypersonic-tracking hardware into MEO that rewires the economics of missile warning. This single flight accelerates the Pentagon’s pivot from a few GEO behemoths to a proliferated, upgradeable sensor mesh built on commercial launch cadence.
XELA's 3D touch sensors just cracked robot dexterity—human-like grip at CES 2026. $500B automation goldrush starts now, sidelining clunky bots forever.
China's hybrid HVDC valve slashes grid losses 50%, powering a $500B renewable revolution. World's first live today—West plays catch-up.
Brazil & Kyrgyzstan just OK'd state BTC buys for reserves—nations betting big on crypto over crumbling fiat. Blockchain locks in transparency no central bank can touch.
CATL's Naxtra sodium batteries hit 175 Wh/kg, killing lithium dependence with -40°C durability and 500km range. Mass deployment in EVs/storage by 2026 rewrites battery economics.
DeStarlink Genesis-1 has launched into orbit, pioneering solar-powered AI data centers cooled by space vacuum. This Singapore-Toronto collab escapes Earth's energy limits, blending AI inference, blockchain, and mesh networking for the future of cloud computing.
DEEP Robotics' DR02 humanoid robot braves IP66-rated storms with whole-body coordination, evolving from lab gimmicks to industrial saviors. This Chinese breakthrough targets logistics, rescue, and harsh sites worldwide.