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  • ASML can't meet demand 📈, Google Willow cuts errors 🔮, SpaceX throttles Ukraine 🐌

    From TLDR Hardware@VERT to All on Fri Oct 16 13:19:26 2026
    --20OxRowC
    Content-Type: text/plain; charset=utf-8
    Content-Transfer-Encoding: quoted-printable

    ASML sold 113 new lithography systems in Q3, up from 86, for record
    sales=
    of =E2=82=AC11.7 billion. It now expects planned 2027 and 2028 supply
    to=
    =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0


    Sign Up [1] |Advertise [2]|View Online [3]=20

    =09=09TLDR=
    =20

    TLDR HARDWARE 2026-10-16

    =F0=9F=93=B1=20

    HEADLINES AND LAUNC=
    HES

    ASML SAYS 2027 AND 2028 TOOL SUPPLY WON'T MEET DEMAND AS Q3 SHIPM=
    ENTS
    HIT 113 SYSTEMS (3 MINUTE READ) [4]=20

    ASML sold 113 new lithogr=
    aphy systems in Q3, up from 86, for record
    sales of =E2=82=AC11.7 billion=
    . It now expects planned 2027 and 2028 supply
    to fall short of demand, ev=
    en after its planned 30% capacity boost on
    a 2026 base of about 65 low-NA=
    EUV and 130 DUV immersion tools, and is
    investigating adding more for 20=
    28. Some customers want to place
    orders for 2029 and 2030. Q4 sales are g=
    uided to =E2=82=AC14.2 to =E2=82=AC15.2
    billion.=20

    GOOGLE'S WILLOW C=
    HIP CUTS QUANTUM MAGIC-STATE ERRORS 40X WITH
    CULTIVATION (4 MINUTE READ) =
    [5]=20

    Google ran magic state cultivation on its Willow chip, cutting e=
    rrors
    about 40x versus uncultivated states and reaching a record 99.99%=

    logical fidelity for T-states. Magic states are a bottleneck because
    m=
    aking them could consume up to 95% of a quantum computer's capacity.
    Cult=
    ivation injects a noisy state into a small chip region, then uses
    coordin=
    ated measurements to discard flawed attempts, and Google
    grafted a distan=
    ce-3 color code onto a distance-5 surface code.
    Larger-scale demonstratio=
    ns are still needed.=20

    =F0=9F=94=A8=20

    ENGINEERING AND APPLICATIONS=


    INSIDE THE SECRETIVE AWS NETWORKING LAB (7 MINUTE READ) [6]=20

    S=
    erveTheHome toured AWS' in-house networking lab, covering switches
    from 3=
    .2 Tbps to 102.4 Tbps (1.6T OSFP ports, not yet in volume), a
    12.8 Tbps s=
    witch with 16 FPGAs encrypting every port, and a dedicated
    satellite-refe=
    renced timing network. It also saw 64-wavelength DWDM
    modules and hollow-=
    core fiber with about 33% lower latency.=20

    ROCKET LAB DELAYS NEUTRON T=
    O 2027 OVER VOIDS IN A CARBON-COMPOSITE
    TANK DOME (3 MINUTE READ) [7]=20
    =

    Rocket Lab moved Neutron's debut to 2027 after finding voids in the
    c=
    arbon-composite layers of the forward dome on its first-stage
    propellant =
    tank. A replacement dome is being built, and Rocket Lab
    must still inspec=
    t it, assemble the first stage, and complete pressure
    and cryogenic tests=
    before setting a firm date. It's the rocket's
    fourth slip since its 2021=
    unveiling, following a January tank rupture
    in testing, and shares fell =
    about 10% after hours.=20

    =F0=9F=A7=A0=20

    RESEARCH AND PROTOTYPES
    =

    MONAZITE ORE COULD SUPPLY EV MOTOR MAGNET METALS, IF THE THORIUM
    WAST=
    E CAN BE HANDLED (19 MINUTE READ) [8]=20

    Monazite ore is 45 to 70 perce=
    nt rare earths by weight and carries
    all four elements motor magnets need=
    (neodymium, praseodymium,
    dysprosium, and terbium), making it a leading =
    path around China's
    roughly 90 percent market share. The catch is thorium=
    , whose waste
    must be stored indefinitely. Energy Fuels already produces=

    neodymium-praseodymium oxide plus pilot dysprosium and terbium at its
    =
    Utah mill, while Saskatchewan's government-backed plant has produced
    litt=
    le after six years and over CA$100 million.=20

    AYAR LABS AND GUC SIMULA=
    TE A 3 KW CO-PACKAGED OPTICS PACKAGE, AND
    ONLY LIQUID COOLING HOLDS SPEC =
    (4 MINUTE READ) [9]=20

    Ayar Labs and GUC simulated a 105mm by 140mm pac=
    kage with two XPUs,
    eight HBM4 stacks, and eight TeraPHY optical engines,=
    offering over
    100 Tbps of optical bandwidth at more than 3 kW. A standar=
    d air
    heatsink at 5 to 6 m/s failed spec, while an impingement liquid col=
    d
    plate at 4.5 L/min kept the optical engines under 100=C2=B0C. Results u=
    se
    static power assumptions, so dynamic workload simulation is next.=20
    =

    =F0=9F=8E=81=20

    MISCELLANEOUS

    SPACEX REPORTEDLY SPEED-LIMITS ST=
    ARSHIELD TERMINALS ON UKRAINIAN
    DRONES, CANCELLING MISSIONS (3 MINUTE REA=
    D) [10]=20

    Ukrainian officials say SpaceX capped speeds on military Sta=
    rshield
    terminals mounted on drones, with no warning and no stated reason=
    . The
    cap is nominally 160 km/h, but the 7th Rapid Reaction Corps reports=

    10- to 20-second connection drops at just 110 to 120 km/h, and a
    volun=
    teer says drops now start at 60 to 70 km/h. Multiple missions
    were cancel=
    led. Officials suspect it's intentional, and Ukrainian firm
    Stetman is de=
    veloping an alternative satellite system, UASAT-NANO.=20

    JURY FINDS ARM=
    BREACHED QUALCOMM'S CHIP LICENSE BUT AWARDS JUST $2 (3
    MINUTE READ) [11]=
    =20

    A Delaware jury found Arm breached its architectural license with=

    Qualcomm by failing to provide software patches and tools for its
    desi=
    gns, and intentionally interfered with Qualcomm's Meta chip talks,
    but aw=
    arded just $2 in damages. Arm won five other breach claims, and
    Qualcomm'=
    s license runs through 2033, so its Oryon CPU work continues.
    Both sides =
    claimed vindication, with Qualcomm shares up about 2.5% and
    Arm down abou=
    t 2.2%.=20

    =E2=9A=A1=20

    QUICK LINKS

    AMAZON'S BEE LAUNCHES A $75=
    WRIST-WORN AI RECORDER AND A MAGNETIC
    PHONE ATTACHMENT WITH 21-DAY BATTE=
    RY (3 MINUTE READ) [12]=20

    Amazon's Bee launched Bee Frontier, a wrist =
    or clip-on AI recorder
    with dual noise-filtering microphones, IP67 water =
    resistance, and
    seven days of battery, for $74.99.=20

    NVIDIA RTX SPAR=
    K: AI PLATFORM, LAPTOP CHIP AND DLSS 5 (25 MINUTE
    READ) [13]=20

    NVIDI=
    A's RTX Spark pairs a Blackwell GPU with a Grace CPU and up to
    128 GB of =
    shared LPDDR5X, with laptops due October 16 and compact
    desktops in Novem=
    ber.=20

    SOLIDIGM REPORTEDLY TIES A US NAND FAB TO MORE TOOL EXPORTS FOR=
    SK
    HYNIX'S CHINA PLANT (2 MINUTE READ) [14]=20

    Reuters reports Solid=
    igm wants US approval to ship more American
    chipmaking tools to SK Hynix'=
    s Dalian, China fab, as a condition of
    building a US NAND factory.=20

    =
    RED HAT ENGINEER USES CLAUDE CODE TO REVERSE-ENGINEER A SCANNER AND
    FIX =
    A MIPI WEBCAM ON LINUX (2 MINUTE READ) [15]=20

    Red Hat's Christian Scha=
    ller used Claude Code to get a Pustek 8200i
    film scanner working on Linux=
    , capturing USB traffic from the vendor's
    Windows driver in a VM to write=
    a SANE driver.=20

    Want to advertise in TLDR? =F0=9F=93=B0

    If your=
    company is interested in reaching an audience of hardware
    professionals =
    and decision makers, you may want to ADVERTISE WITH US
    [16].=20

    Want t=
    o work at TLDR? =F0=9F=92=BC

    APPLY HERE [17], CREATE YOUR OWN ROLE [1=
    8] or send a friend's resume
    to jobs@tldr.tech and get $1k if we hire the=
    m! TLDR is one of INC.'S
    BEST BOOTSTRAPPED BUSINESSES [19] of 2025.=20
    =

    If you have any comments or feedback, just respond to this email!=20
    =

    Thanks for reading,=20
    Andrew Tan [20], Adi Nikumbh [21], Kshitij Sudan =
    [22], & Kat Scott
    [23]=20

    Manage your subscriptions [24] to our other=
    newsletters on tech,
    startups, and programming. Or if TLDR Hardware isn'=
    t for you, please
    unsubscribe [25].=20

    =20

    Links:
    ------
    [1] ht=
    tps://tldr.tech/hardware?utm_source=3Dtldrhardware
    [2] https://advertise.= tldr.tech/?utm_source=3Dtldrhardware&utm_medium=3Dnewsletter&utm_campaign= =3Dadvertisetopnav
    [3] https://a.tldrnewsletter.com/web-version?ep=3D1&lc= =3D48ce571c-d4e0-11f0-8279-1f6dc2dca83a&p=3D5f08922a-c951-11f1-8ff2-69beec8= ff3be&pt=3Dcampaign&t=3D1792156766&s=3D5019db4287be454de1fac630621077c359a1= 086a9c6981bb7467bedf07276a42
    [4] https://www.cnbc.com/2026/10/14/asml-3q-= earnings-ai-demand-orders-capacity.html?utm_source=3Dtldrhardware
    [5] htt= ps://blog.google/innovation-and-ai/models-and-research/quantum-computing/ma= gic-state-cultivation-quantum-computing/?utm_source=3Dtldrhardware
    [6] ht= tps://www.servethehome.com/inside-the-secretive-aws-networking-lab/?utm_sou= rce=3Dtldrhardware
    [7] https://arstechnica.com/space/2026/10/rocket-lab-a= nnounces-another-delay-for-its-medium-lift-neutron-rocket?utm_source=3Dtldr= hardware
    [8] https://spectrum.ieee.org/monazite-rare-earth?utm_source=3Dt=
    ldrhardware
    [9] https://semiengineering.com/thermal-co-simulation-testing= -of-co-packaged-optics/?utm_source=3Dtldrhardware
    [10] https://www.tomsha= rdware.com/tech-industry/drones/spacex-limits-starlink-service-for-ukraines= -high-speed-military-drones-without-prior-warning-ukrainian-officials-say-l= imitation-significantly-complicates-logistics-and-drone-operations?utm_sour= ce=3Dtldrhardware
    [11] https://links.tldrnewsletter.com/DCTT1P
    [12] htt= ps://www.aboutamazon.com/news/devices/amazon-personal-ai-bee-frontier-bee-e= clipse?utm_source=3Dtldrhardware
    [13] https://www.igorslab.de/en/nvidia-r= tx-spark-ai-superchip-laptop-platform-dlss-push/?utm_source=3Dtldrhardware=

    [14] https://techcrunch.com/2026/10/15/sk-hynix-bargains-for-chip-equipm= ent-exports-to-its-china-facility-in-return-for-building-a-factory-in-us?ut= m_source=3Dtldrhardware
    [15] https://www.phoronix.com/news/AI-Reverse-Eng= ineer-Linux-HW?utm_source=3Dtldrhardware
    [16] https://advertise.tldr.tech= /?utm_source=3Dtldrhardware&utm_medium=3Dnewsletter&utm_campaign=3Dadvertis= ecta
    [17] https://jobs.ashbyhq.com/tldr.tech
    [18] https://jobs.ashbyhq.=
    com/tldr.tech/c227b917-a6a4-40ce-8950-d3e165357871
    [19] https://www.linke= din.com/feed/update/urn:li:activity:7401699691039830016/
    [20] https://twi=
    tter.com/andrewztan
    [21] https://www.linkedin.com/in/adinikumbh
    [22] ht=
    tps://www.linkedin.com/in/kshitij-sudan/
    [23] https://www.linkedin.com/in=
    /katherineascott/
    [24] https://tldr.tech/hardware/manage?email=3Dtldrnews=
    letter%40synchro.net
    [25] https://a.tldrnewsletter.com/unsubscribe?ep=3D1= &l=3D516aef72-d5bc-11ee-9229-6b70acf0ae94&lc=3D48ce571c-d4e0-11f0-8279-1f6d= c2dca83a&p=3D5f08922a-c951-11f1-8ff2-69beec8ff3be&pt=3Dcampaign&pv=3D5&spa= =3D1792155690&t=3D1792156766&s=3D840435c7ce3833faf3882b50da1c83a4a10749f672= 343daba2302f1ebe80fc47
    --20OxRowC
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    <div style=3D"display: none; max-height: 0px; overflow: hidden;">ASML sold = 113 new lithography systems in Q3, up from 86, for record sales of =E2=82= =AC11.7 billion. It now expects planned 2027 and 2028 supply to&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;</div>

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    <div style=3D"text-align: center;">

    <h1><strong>TLDR Hardware <span id=3D"date">2026-10-16</span></strong></h1> </div>
    </td></tr></tbody></table>

    <table style=3D"table-layout: fixed; width:100%;" width=3D"100%"><tbody></t= body></table>
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    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =93=B1</span></div></div>
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    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
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    <div style=3D"text-align: center;">

    <h1><strong>Headlines and Launches</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>

    <table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
    ;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.cnbc.com%2F2026%2F10%2F14%2Fasml-3q-earnings-ai-dem= and-orders-capacity.html%3Futm_source=3Dtldrhardware/1/010001a144de1088-213= 315c0-4a2c-42e6-a519-ed7d5505aaa9-000000/pFTqSd-RRBY31DNJkHb7llrfdnmYgxrE1Z= 3vyCHG6lc=3D452">
    <span>
    <strong>ASML says 2027 and 2028 too=
    l supply won't meet demand as Q3 shipments hit 113 systems (3 minute read)<= /strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    ASML sold 113 new lithography systems i=
    n Q3, up from 86, for record sales of =E2=82=AC11.7 billion. It now expects=
    planned 2027 and 2028 supply to fall short of demand, even after its plann=
    ed 30% capacity boost on a 2026 base of about 65 low-NA EUV and 130 DUV imm= ersion tools, and is investigating adding more for 2028. Some customers wan=
    t to place orders for 2029 and 2030. Q4 sales are guided to =E2=82=AC14.2 t=
    o =E2=82=AC15.2 billion.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fblog.google%2Finnovation-and-ai%2Fmodels-and-research%2= Fquantum-computing%2Fmagic-state-cultivation-quantum-computing%2F%3Futm_sou= rce=3Dtldrhardware/1/010001a144de1088-213315c0-4a2c-42e6-a519-ed7d5505aaa9-= 000000/bUfp5rnADSruF-4vceo4HKKLGKXmPGNPBWHG7-9hsqg=3D452">
    <span>
    <strong>Google's Willow chip cuts q= uantum magic-state errors 40x with cultivation (4 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Google ran magic state cultivation on i=
    ts Willow chip, cutting errors about 40x versus uncultivated states and rea= ching a record 99.99% logical fidelity for T-states. Magic states are a bot= tleneck because making them could consume up to 95% of a quantum computer's=
    capacity. Cultivation injects a noisy state into a small chip region, then=
    uses coordinated measurements to discard flawed attempts, and Google graft=
    ed a distance-3 color code onto a distance-5 surface code. Larger-scale dem= onstrations are still needed.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    </td></tr></tbody></table>

    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =94=A8</span></div>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;">

    <h1><strong>Engineering and Applications</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>


    <table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
    ;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.servethehome.com%2Finside-the-secretive-aws-network= ing-lab%2F%3Futm_source=3Dtldrhardware/1/010001a144de1088-213315c0-4a2c-42e= 6-a519-ed7d5505aaa9-000000/cf4qgU33SBU3PzfePFrbHpXzZ7QStPrNVIurLDL1DFw=3D45=

    <span>
    <strong>Inside the Secretive AWS Ne= tworking Lab (7 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    ServeTheHome toured AWS' in-house netwo= rking lab, covering switches from 3.2 Tbps to 102.4 Tbps (1.6T OSFP ports, = not yet in volume), a 12.8 Tbps switch with 16 FPGAs encrypting every port,=
    and a dedicated satellite-referenced timing network. It also saw 64-wavele= ngth DWDM modules and hollow-core fiber with about 33% lower latency.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Farstechnica.com%2Fspace%2F2026%2F10%2Frocket-lab-announ= ces-another-delay-for-its-medium-lift-neutron-rocket%3Futm_source=3Dtldrhar= dware/1/010001a144de1088-213315c0-4a2c-42e6-a519-ed7d5505aaa9-000000/iaGRl5= oDUSzPPOzhypjrCGwPdw6ZpWaoBx4-l4eCPD4=3D452">
    <span>
    <strong>Rocket Lab delays Neutron t=
    o 2027 over voids in a carbon-composite tank dome (3 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Rocket Lab moved Neutron's debut to 202=
    7 after finding voids in the carbon-composite layers of the forward dome on=
    its first-stage propellant tank. A replacement dome is being built, and Ro= cket Lab must still inspect it, assemble the first stage, and complete pres= sure and cryogenic tests before setting a firm date. It's the rocket's four=
    th slip since its 2021 unveiling, following a January tank rupture in testi= ng, and shares fell about 10% after hours.
    </span>
    </span>
    </div>
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    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =A7=A0</span></div>
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    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;">

    <h1><strong>Research and Prototypes</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>

    <table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
    ;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fspectrum.ieee.org%2Fmonazite-rare-earth%3Futm_source=3D= tldrhardware/1/010001a144de1088-213315c0-4a2c-42e6-a519-ed7d5505aaa9-000000= /OIOrwAIq-_rVXGcRSwz3rM_RedTFEXY1OOPfUd1svIk=3D452">
    <span>
    <strong>Monazite ore could supply E=
    V motor magnet metals, if the thorium waste can be handled (19 minute read)= </strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Monazite ore is 45 to 70 percent rare e= arths by weight and carries all four elements motor magnets need (neodymium=
    , praseodymium, dysprosium, and terbium), making it a leading path around C= hina's roughly 90 percent market share. The catch is thorium, whose waste m= ust be stored indefinitely. Energy Fuels already produces neodymium-praseod= ymium oxide plus pilot dysprosium and terbium at its Utah mill, while Saska= tchewan's government-backed plant has produced little after six years and o= ver CA$100 million.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fsemiengineering.com%2Fthermal-co-simulation-testing-of-= co-packaged-optics%2F%3Futm_source=3Dtldrhardware/1/010001a144de1088-213315= c0-4a2c-42e6-a519-ed7d5505aaa9-000000/Hl8U3izkq5dwtPNXUQsU1tVOaBz4oeI-ilTKb= JnzWFQ=3D452">
    <span>
    <strong>Ayar Labs and GUC simulate =
    a 3 kW co-packaged optics package, and only liquid cooling holds spec (4 mi= nute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Ayar Labs and GUC simulated a 105mm by = 140mm package with two XPUs, eight HBM4 stacks, and eight TeraPHY optical e= ngines, offering over 100 Tbps of optical bandwidth at more than 3 kW. A st= andard air heatsink at 5 to 6 m/s failed spec, while an impingement liquid = cold plate at 4.5 L/min kept the optical engines under 100=C2=B0C. Results = use static power assumptions, so dynamic workload simulation is next.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    </td></tr></tbody></table>

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    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =8E=81</span></div></div>
    </td></tr></tbody></table>

    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><strong><h1>Miscellaneous</h1></strong><= /div>
    </div>
    </td></tr></tbody></table>

    <table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.tomshardware.com%2Ftech-industry%2Fdrones%2Fspacex-= limits-starlink-service-for-ukraines-high-speed-military-drones-without-pri= or-warning-ukrainian-officials-say-limitation-significantly-complicates-log= istics-and-drone-operations%3Futm_source=3Dtldrhardware/1/010001a144de1088-= 213315c0-4a2c-42e6-a519-ed7d5505aaa9-000000/XwXWU56S0mhvtYTk3_fuRNQoSWkfX6m= vyOUsILIETpw=3D452">
    <span>
    <strong>SpaceX reportedly speed-lim= its Starshield terminals on Ukrainian drones, cancelling missions (3 minute=
    read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Ukrainian officials say SpaceX capped s= peeds on military Starshield terminals mounted on drones, with no warning a=
    nd no stated reason. The cap is nominally 160 km/h, but the 7th Rapid React= ion Corps reports 10- to 20-second connection drops at just 110 to 120 km/h=
    , and a volunteer says drops now start at 60 to 70 km/h. Multiple missions = were cancelled. Officials suspect it's intentional, and Ukrainian firm Stet= man is developing an alternative satellite system, UASAT-NANO.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Flinks.tldrnewsletter.com%2FDCTT1P/1/010001a144de1088-21= 3315c0-4a2c-42e6-a519-ed7d5505aaa9-000000/s21w4YraGVCWJW_IToxxs_MoUap_tp3m0= Lz5GLF6jKg=3D452">
    <span>
    <strong>Jury finds Arm breached Qua= lcomm's chip license but awards just $2 (3 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    A Delaware jury found Arm breached its = architectural license with Qualcomm by failing to provide software patches = and tools for its designs, and intentionally interfered with Qualcomm's Met=
    a chip talks, but awarded just $2 in damages. Arm won five other breach cla= ims, and Qualcomm's license runs through 2033, so its Oryon CPU work contin= ues. Both sides claimed vindication, with Qualcomm shares up about 2.5% and=
    Arm down about 2.2%.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    </td></tr></tbody></table>



    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=E2=9A= =A1</span></div></div>
    </td></tr></tbody></table>

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    <h1><strong>Quick Links</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>

    <table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.aboutamazon.com%2Fnews%2Fdevices%2Famazon-personal-= ai-bee-frontier-bee-eclipse%3Futm_source=3Dtldrhardware/1/010001a144de1088-= 213315c0-4a2c-42e6-a519-ed7d5505aaa9-000000/NJcF78lr4VxYWwTkzluZFjBMpafneAl= kTPOv6eIIrIg=3D452">
    <span>
    <strong>Amazon's Bee launches a $75=
    wrist-worn AI recorder and a magnetic phone attachment with 21-day battery=
    (3 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Amazon's Bee launched Bee Frontier, a w= rist or clip-on AI recorder with dual noise-filtering microphones, IP67 wat=
    er resistance, and seven days of battery, for $74.99.
    </span>
    </span>
    </div>
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