Struggling to keep pace with demand, ASML raises outlook after barnstorming first quarter
THE SO WHAT
ASML's raised outlook while TSMC and Samsung say they can't keep up with advanced chip demand confirms the real constraint is lithography throughput, not just GPUs. If you're planning heavy AI or edge deployments, treat access to advanced-node capacity as a strategic risk — long-term supply agreements beat spot-market optimism.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechGuest Post: Quantum is Leaving The Lab — The UK Must Decide Whether it Will Capture The Value, or Watch The Technology Flourish Elsewhere.
Quantum is crossing from grants to government contracts and billion‑pound programs — location choice now decides where the vendor, talent, and IP clusters harden. If you’re UK-based, treat quantum like semis: lobby for concrete procurement and incentives this year or assume you’ll be integrating foreign stacks later.
Deep & Emerging TechTerremoto raises $108M to make an 'earthquake' in small molecule space
$108M into next‑gen small molecules is another bet that platform chemistry still has room to run even in a crowded biotech funding cycle. If you’re building tooling or infra, design for modularity — these platform biotechs live and die on how fast they can spin up and kill programs.
Deep & Emerging TechSenate Panel Advances Quantum Initiative Reauthorization With Focus on Applications and Security
Reauthorizing the National Quantum Initiative with application and cybersecurity language bakes commercialization and threat modeling into US quantum policy. If you touch cryptography or secure infra, assume quantum‑safe requirements will move from RFP nice‑to‑have to compliance checkbox faster than your current roadmap.
Deep & Emerging TechGoogle Chrome users beware — experts warn over 100 Web Store extensions found stealing user data from thousands of accounts
One actor pushing 100+ malicious Chrome extensions through the official Web Store is a reminder that browser extension ecosystems are now a primary data exfiltration vector. Lock down extension policies this week — especially for finance, healthcare, and anyone with access to production consoles.