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17.10.26 - 12:06
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Japan approves TSMC plan to make 3-nanometer chips at its second Kumamoto fab (Digitimes)
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Japan's Ministry of Economy, Trade and Industry (METI) on Oct. 16 approved a revised plan from Taiwan Semiconductor Manufacturing Co. (TSMC) to build 3-nanometer logic chips at its second fab in Kumamoto Prefecture, on the southern island of Kyushu. 3nm is one of the most advanced chip processes in commercial production. The plan replaces the 6nm and 12nm production approved in February 2024....
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15.10.26 - 17:39
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NRC Approves Security Plan For NANO′s Laser Enrichment Partner As SWU Spot Hit Record HIgh (ZeroHedge)
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NRC Approves Security Plan For NANO's Laser Enrichment Partner As SWU Spot Hit Record HIgh
Last week the uranium showed up. This week Washington signed off on who gets to look at what happens to it.
On Thursday morning LIS Technologies (LIST), the private laser enrichment developer in which NANO Nuclear is a shareholder and strategic partner, announced that the Nuclear Regulatory Commission has approved its Standard Practice Procedures Plan (SPPP) for the Test Demonstration Facility in Oak Ridge, Tennessee, the same building that, as we reported a week ago in "The Gas Station Gets Its Gas," took delivery of its first shipment of uranium hexafluoride (UF6) on October 8.
Two milestones in seven days, for a company that is still pre-revenue and that most investors had never heard of a year ago, is a remarkable clip for an industry which is desperately in need of modernization with electricity costs soaring across the US, and which usually measures progress in decades.
What The NRC Act...
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08.10.26 - 18:26
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The Gas Station Gets Its Gas: NANO′s Laser Enrichment Partner Takes Delivery Of Its First Uranium (ZeroHedge)
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The Gas Station Gets Its Gas: NANO's Laser Enrichment Partner Takes Delivery Of Its First Uranium
Last week NANO Nuclear bought the license to handle the back end of the fuel cycle. This week, the front end showed up in a cylinder.
On Thursday morning, LIS Technologies (LIST), the privately held laser enrichment company in which NANO Nuclear (NNE) is a shareholder and strategic partner, announced that it has accepted its first shipment of uranium hexafluoride (UF6) at its Demonstration Test Loop facility in Oak Ridge, Tennessee, on the footprint of the former K-25 gaseous diffusion plant, a cornerstone of the Manhattan Project. In other words, uranium is back at K-25, only this time it's going in front of a laser.
It's a milestone that matters well beyond a private startup's press release, because, as we explained in "NANO Nuclear Buys The One Thing You Can't Speed Up: A Fuel-Cycle License" last week, NANO is quietly assembling something no other microreactor developer has: an e...
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01.10.26 - 18:48
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NANO Nuclear Buys The One Thing You Can′t Speed Up: A Fuel-Cycle License (ZeroHedge)
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NANO Nuclear Buys The One Thing You Can't Speed Up: A Fuel-Cycle License
Ask anyone in the nuclear business what holds up the "renaissance" and you won't hear much about reactor physics. You will hear about paperwork, fuel, and paperwork for fuel. The DOE's Deputy Secretary James Danly put it bluntly last week: "If we are going to have this nuclear renaissance, we are not going to be able to do it without fuel."
So it makes sense that the latest move from the NANO Nuclear (NNE), a company we have covered at length over the past year due to its leading position in the nuclear space, is a reactor-free one. This morning NANO and its subsidiary HALEU Energy Fuel signed a definitive agreement to buy the US nuclear fuel processing assets of Radnostix (formerly International Isotopes) and its subsidiary International Isotopes Fluorine Products.
The headline terms:
After rising 2.5% premarket, NNE stock is now lower on the day which is odd for a stock that jumped 13% on the s...
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05.09.26 - 19:06
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NANO Nuclear Advances KRONOS With Baker Hughes, Adds Enveniam To Fuel Efforts (ZeroHedge)
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NANO Nuclear Advances KRONOS With Baker Hughes, Adds Enveniam To Fuel Efforts
Three weeks after we noted that NANO Nuclear Energy's vertical-integration strategy was beginning to look more like a physical fuel cycle than a corporate slide deck, the company has delivered a pair of updates spanning both ends of the nuclear value chain.
NANO's announcement from Thursday details ongoing progress for the design of a circulation pump for cooling their KRONOS reactor, and Friday's announcement describes the multi-prong agreement with a new engineering firm for developing their nuclear fuels business segment.
$NNE NANO Nuclear and Howden, a Baker Hughes Business, Advance Engineering Collaboration for the KRONOS MMR™ Primary Helium Circulator to Detailed Design Phasehttps://t.co/ueOKR7DcOp
— NANO Nuclear Energy (NASDAQ: NNE) (@nano_nuclear) September 3, 2026
Development of the primary helium circulator was moved from preliminary engineering to detailed design. Howden, a Baker Hughes subsidiary f...
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28.08.26 - 11:06
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Apple′s M6 marks a transitional step before wider 2-nanometer adoption (Digitimes)
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Apple on August 25 unveiled the M6 and M5 Ultra chips without holding a launch event, with the M6 becoming the company's first processor built on TSMC's 2-nanometer process and debuting in the new Mac mini. But industry watchers say the M6's short-term significance lies mainly in showcasing 2-nanometer design technology, not in delivering immediate commercial gains....
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26.08.26 - 04:06
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Nvidia unveils Jetson Orin Nano 2 for edge AI robots and drones (Digitimes)
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Nvidia has introduced Jetson Orin Nano 2, a compact robotics computer aimed at entry-level edge AI, with implications for developers building autonomous machines worldwide. The system promises faster, more efficient on-device intelligence for robots, drones, and vision systems as physical AI adoption expands across industries and markets....
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24.08.26 - 15:54
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Nano Nuclear Energy Signs Commercial Framework With Tillman To Enable Nuclear Power For Data Centers (ZeroHedge)
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Nano Nuclear Energy Signs Commercial Framework With Tillman To Enable Nuclear Power For Data Centers
Regular readers are aware that one of our biggest concerns with the AI supercycle, and the entire AI arms race between the US and China, is that when push comes to shove, not only is there mounting grassroots opposition to data center build out across the US but, more importantly, the US is badly lagging China when it comes to the rollout of much needed energy to power the hundreds of Gigawatts of energy needed to power up the hundreds of data centers that are coming on line.
Consider that as we noted two weeks ago, China is currently building 37 nuclear reactors while the US is building zero.
Monthly nuclear update: China 37 nuclear reactors under construction; US 0 pic.twitter.com/GnIU82Jqtf
— zerohedge (@zerohedge) August 14, 2026
Meanwhile, the stopgap measure of using gas power as data center energy sources, while prudent, is about to hit a wall as much of the future buildout is rapid...
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