Hardware

ISO/PAS 8800 certification exists. A Chinese automaker got it. An Infineon whitepaper explains the technical gap it closes. The problem: nobody has shipped an AI function under the new standard yet.

These crystals bend on command. The physics is real. Whether anyone can build a working device from it is a different question.

Nine years after buying the UK-based e2v for $740.6M — its largest acquisition ever — Teledyne finally bundled those space sensor assets into one unit. The lag is the actual story: the market grew up around siloed divisions nobody bothered to consolidate.

3 countries—Venezuela, Nigeria, Iran—felt the effects of US space-based electronic warfare in recent months. None of their satellites were touched.

Micron’s new SSD loads a 20B parameter AI model in under three seconds. The cloud providers aren’t talking. That silence is the story.

SpaceX paused launches after a December Starlink failure. After a second breakup in March, a Falcon 9 flew six hours later. That change in operational posture is the actual story.

TSMC makes Nvidia H100s, AMD AI chips, and Apple M-chips. It also reportedly fabs the processor Alibaba calls a sovereignty win. That contradiction is the real story.

Seven satellites already in orbit for Earth imaging. One $2.3M contract to point them at space debris instead. That is the commercial space surveillance pitch.

A working graphene receiver just decoded multi-gigabit wireless data at sub-terahertz frequencies — zero power, room temperature, smaller than a grain of salt. The 6G industry has been waiting for exactly this, and it is three meters away from being useful.

The arm worked. The refueling was a simulation: no propellant moved. Sustain Space is still the first Chinese commercial company to demonstrate this class of robotic hardware in orbit, and the US cancelled its equivalent program in 2024.

MXenes were a 2D material in search of a third dimension. Turns out the answer was going one-dimensional instead.