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07.07.26 - 09:06
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Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides (Digitimes)
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As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissipation and high-frequency signal transmission capabilities....
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29.06.26 - 18:51
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NANO Nuclear Rises On Potential Power Plant, Dual-Listing In Abu Dhabi (ZeroHedge)
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NANO Nuclear Rises On Potential Power Plant, Dual-Listing In Abu Dhabi
Over the past year, we've tracked NANO Nuclear's reactor, fuel, and supply chain programs closely through nearly every milestone. After branching into the Asian market and then making the formal transition to a revenue generating company, the company is now working on their next frontier in the UAE.
According to Semafor, the company is actively working to restart its UAE partnership after delays caused by the Iran war. The update builds on NANO Nuclear's February announcement of a Memorandum of Understanding with EHC Investment LLC, the Abu Dhabi-based firm tied to International Holding Company.
Company leadership is looking to explore joint deployment of the KRONOS MMR Energy System and supporting supply chains in the UAE and select Gulf markets.
The MOU followed the company's earlier signals of interest in regional opportunities, including senior executives' participation at ADIPEC 2025 in Abu Dhabi where leader...
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26.06.26 - 12:06
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Samsung SDI targets US battery supply chains with US$20M Forge Nano investment (Digitimes)
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Samsung SDI, a battery and electronic materials manufacturer, has entered an agreement to help US-based Forge Nano build a 3 GWh per year battery manufacturing site in Morrisville, North Carolina. The deal capitalizes on both Samsung's desire to avoid US tariffs and the American military's goal to develop non-China supply chains, including in batteries....
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25.06.26 - 14:57
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Nano-Revolution: IBM durchbricht Schallmauer (Der Aktionaer)
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Historischer Durchbruch in der Halbleiterforschung: Der IT-Gigant IBM hat die weltweit erste Chiptechnologie mit einer Strukturbreite von unter einem Nanometer vorgestellt. Diese Entwicklung verschiebt die Grenzen der Physik – und legt das Fundament für die nächste Computer-Generation....
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09.06.26 - 01:54
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MAtek posts record May revenue as AI chip power and 2-nanometer nodes drive testing demand (Digitimes)
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MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced materials analysis and failure analysis services driven by high-end AI chip development and advanced process transitions....
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28.05.26 - 22:27
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NANO Nuclear Demonstrates Key Supply Chain Role Covered By Recent Acquisition (ZeroHedge)
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NANO Nuclear Demonstrates Key Supply Chain Role Covered By Recent Acquisition
NANO Nuclear Energy connected the dots on two stories we've been following closely.
$NNE pleased to announce "Recently Acquired NANO Nuclear Subsidiary Secured Transportation Services (STS) Completes Three DOE and NNSA Aligned Nuclear Materials Transport Missions" The completed missions include a record-setting international shipment of high-assay low-enriched… pic.twitter.com/XuVYrFZn1o
— NANO Nuclear Energy (NASDAQ: NNE) (@nano_nuclear) May 28, 2026
The company's recently acquired subsidiary, Secured Transportation Services (STS), served as prime logistics contractor for the largest single international HALEU shipment in NNSA history (1.7 metric tons) from Japan, plus support for removing 13.5 kilograms of highly enriched uranium from Venezuela's dormant RV-1 research reactor.
NANO also notes they transported an additional shipment of HALEU for advanced reactor testing in the US.
As we covered ...
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