ASML sold 113 new lithography systems in Q3, up from 86, for record
sales of €11.7 billion. It now expects planned 2027 and 2028 supply to
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TLDR
TLDR HARDWARE 2026-10-16
📱
HEADLINES AND LAUNCHES
ASML SAYS 2027 AND 2028 TOOL SUPPLY WON'T MEET DEMAND AS Q3 SHIPMENTS
HIT 113 SYSTEMS (3 MINUTE READ) [4]
ASML sold 113 new lithography systems in Q3, up from 86, for record
sales of €11.7 billion. It now expects planned 2027 and 2028 supply
to fall short of demand, even 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 2028. Some customers want to place
orders for 2029 and 2030. Q4 sales are guided to €14.2 to €15.2
billion.
GOOGLE'S WILLOW CHIP CUTS QUANTUM MAGIC-STATE ERRORS 40X WITH
CULTIVATION (4 MINUTE READ) [5]
Google ran magic state cultivation on its Willow chip, cutting errors
about 40x versus uncultivated states and reaching a record 99.99%
logical fidelity for T-states. Magic states are a bottleneck 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
grafted a distance-3 color code onto a distance-5 surface code.
Larger-scale demonstrations are still needed.
🔨
ENGINEERING AND APPLICATIONS
INSIDE THE SECRETIVE AWS NETWORKING LAB (7 MINUTE READ) [6]
ServeTheHome 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 switch with 16 FPGAs encrypting every port, and a dedicated satellite-referenced timing network. It also saw 64-wavelength DWDM
modules and hollow-core fiber with about 33% lower latency.
ROCKET LAB DELAYS NEUTRON TO 2027 OVER VOIDS IN A CARBON-COMPOSITE
TANK DOME (3 MINUTE READ) [7]
Rocket Lab moved Neutron's debut to 2027 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 Rocket Lab
must still inspect 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.
🧠
RESEARCH AND PROTOTYPES
MONAZITE ORE COULD SUPPLY EV MOTOR MAGNET METALS, IF THE THORIUM
WASTE CAN BE HANDLED (19 MINUTE READ) [8]
Monazite ore is 45 to 70 percent 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
little after six years and over CA$100 million.
AYAR LABS AND GUC SIMULATE A 3 KW CO-PACKAGED OPTICS PACKAGE, AND
ONLY LIQUID COOLING HOLDS SPEC (4 MINUTE READ) [9]
Ayar Labs and GUC simulated a 105mm by 140mm package with two XPUs,
eight HBM4 stacks, and eight TeraPHY optical engines, offering over
100 Tbps of optical bandwidth at more than 3 kW. A standard 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°C. Results use
static power assumptions, so dynamic workload simulation is next.
🎁
MISCELLANEOUS
SPACEX REPORTEDLY SPEED-LIMITS STARSHIELD TERMINALS ON UKRAINIAN
DRONES, CANCELLING MISSIONS (3 MINUTE READ) [10]
Ukrainian officials say SpaceX capped speeds on military Starshield
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
volunteer says drops now start at 60 to 70 km/h. Multiple missions
were cancelled. Officials suspect it's intentional, and Ukrainian firm
Stetman is developing an alternative satellite system, UASAT-NANO.
JURY FINDS ARM BREACHED QUALCOMM'S CHIP LICENSE BUT AWARDS JUST $2 (3
MINUTE READ) [11]
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 Meta chip talks,
but awarded 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 about 2.2%.
⚡
QUICK LINKS
AMAZON'S BEE LAUNCHES A $75 WRIST-WORN AI RECORDER AND A MAGNETIC
PHONE ATTACHMENT WITH 21-DAY BATTERY (3 MINUTE READ) [12]
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.
NVIDIA RTX SPARK: AI PLATFORM, LAPTOP CHIP AND DLSS 5 (25 MINUTE
READ) [13]
NVIDIA'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 November.
SOLIDIGM REPORTEDLY TIES A US NAND FAB TO MORE TOOL EXPORTS FOR SK
HYNIX'S CHINA PLANT (2 MINUTE READ) [14]
Reuters reports Solidigm 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.
RED HAT ENGINEER USES CLAUDE CODE TO REVERSE-ENGINEER A SCANNER AND
FIX A MIPI WEBCAM ON LINUX (2 MINUTE READ) [15]
Red Hat's Christian Schaller 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.
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Andrew Tan [20], Adi Nikumbh [21], Kshitij Sudan [22], & Kat Scott
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