Space Forge’s ForgeStar-1 satellite has successfully generated plasma in low Earth orbit, reaching 1,000°C. This industry-first test proves the extreme conditions needed for space-based semiconductor manufacturing are possible. The satellite will now burn up, but its tech paves the way for future fa
The future of a reliable power grid isn’t just about big power plants anymore. It’s about a complex, intelligent network of distributed energy resources, from home batteries to virtual power plants, all managed by advanced software. This shift is attracting massive investment and changing how utilit
According to a Wall Street Journal opinion piece, China’s projected $1 trillion trade surplus for 2025 is a form of “economic conquest.” The author claims China’s power stems from a deliberate strategy of building 90% excess production capacity to dominate key global industries, using tools like sub
TSMC secured a US license to import chip tools to its Nanjing fab. Meanwhile, analysts are buzzing about a “Great Reversal,” where top Chinese AI talent is now decamping to the West, with Meta’s acquisition of a Beijing-based AI startup as the prime example.
China is directing major investment into its national power grid to build a system capable of handling a surge in renewable energy. New guidance targets over 420 gigawatts of west-to-east transmission capacity by 2030. The plan warns against over-building and seeks private capital.
The massive demand for AI infrastructure is creating a memory shortage for consumer devices. According to a new report, this could lead to significantly higher prices for PCs and smartphones in the coming years.
Caterpillar’s fastest-growing business is now building generators for AI data centers. The company is spending $725 million to expand production, betting that electricity demand will triple by 2035. It’s a physical, industrial response to a digital gold rush.
In a move offering temporary relief, the U.S. has approved an annual license for Samsung Electronics and SK Hynix to ship chip manufacturing equipment to their China facilities for 2026. This comes as a key waiver, known as validated end-user status, is set to expire on December 31, 2024.
Samsung has secured a vital US export exemption for its semiconductor factory in China, valid for 2026. This “Verified End User” status allows it to import American tech without individual approvals, preventing costly delays.
The micro-LED industry is finally moving from lab to fab, with the first commercial products slated for 2025. But the path to viability is fraught with massive technical and cost challenges that could make or break the entire technology.
