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Deep & Emerging Tech·October 14, 2026·1 min read

Sources: the EU is negotiating with China to lift sanctions on an unnamed Chinese company in exchange for China lifting sanctions on a German ASML supplier

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The EU trading sanctions relief with China to keep a German ASML supplier alive underscores how fragile the advanced manufacturing supply chain has become. If your roadmap depends on EU-origin semiconductor tooling or materials, treat geopolitical risk as a core dependency and map alternates now, not after the next sanction round.

Deep & Emerging Tech

Salience Labs, which develops specialized all-optical circuit switching tech for AI data centers, raised a $125M Series B led by Bullhound Capital

$125M into all-optical circuit switching for AI data centers is another data point that interconnect — not just GPUs — is becoming a capital-intensive bottleneck. If you’re planning large clusters, start modeling network topology and switching tech as a first-order performance and cost lever, not an afterthought behind accelerators.