Intel says it has already passed a million High-NA EUV wafers - more than the rest of the industry combined
THE SO WHAT
Intel running ~1M High-NA EUV wafers — roughly three-quarters of all High-NA exposure to date — is a process-learning lead, not just a PR stat. If you’re betting on next-node performance or custom silicon, assume Intel has a real shot at schedule and density advantages over the next 2–3 years and plan multi-foundry contingencies accordingly.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechMarvell is sitting on an incredibly ‘sticky’ business that could help it unlock a $30 billion opportunity
If the real upside is in supporting components and optical networking, the AI buildout is quietly locking in long-lived dependencies below the GPU layer. Infra buyers should be modeling not just accelerator capex but the multi-year spend on optical and custom interconnect that becomes very hard to unwind.
Deep & Emerging TechChina’s car exports beat last year’s record with four months to go
China exporting 6.2M passenger cars in eight months—while domestic sales drop 25.6% and EU tariffs leave a plug-in hybrid gap—shows how fast its EV/PHEV overcapacity is being offloaded abroad. European OEMs and suppliers need a plan for a market where Chinese platforms set price and feature expectations, especially on electrified drivetrains.
Deep & Emerging TechPennsylvania Data Center Limits Are a Threat to Gas Firms, Trade Group Says
Pennsylvania’s new data center limits — and gas producers’ backlash — make clear that AI-driven power demand is now a contested political resource. Infra planners need to treat siting as a regulatory chess game: map where power, permits, and local politics align before you commit to any large-scale build.
In supply chain cyberattacks, AI is being used to fight AI
When Uber Freight, Ceva Logistics, and Fairlife all get hit, AI-enabled attacks are no longer edge cases — they’re part of the operating environment for logistics. If you run a supply chain, assume adversaries are using AI and budget for AI-based detection and response at your brokers, 3PLs, and key vendors, not just your own perimeter.