The $400 Million Machine That Runs on Mirrors
ASML's High-NA EUV machine just etched 8nm features in a single pass. It costs $400M, weighs as much as a bus, and humanity has fewer than a dozen of them.
#semiconductors
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Your Next GPU Needs This Noble Gas (And Iran Just Blew Up 30% of It)
Iranian drone strikes on Qatar's Ras Laffan knocked out a third of global helium supply. Your chips run on the stuff. Two weeks of inventory remain.
90% of the World's Advanced Chips Come From One Island. Everyone Knows. Nobody Cares.
Silicon Valley has been warned, bribed, and threatened about Taiwan dependency for years. Still nothing. The single biggest supply chain vulnerability in human history, brought to you by profit margins.