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New CEO John Ternus led his first keynote, headlined by the iPhone
Duo, A=
pple's first foldable, a passport-style device with a 5.4-inch
outer
di=
splay=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 2026-09-11
=F0=9F=93=B1=20
HEADLINES=
AND LAUNCHES
APPLE DEBUTS IPHONE DUO, ITS FIRST FOLDABLE, AT $1,999 =
(5 MINUTE
READ) [4]=20
New CEO John Ternus led his first keynote, hea=
dlined by the iPhone
Duo, Apple's first foldable, a passport-style device=
with a 5.4-inch
outer display and a 7.6-inch inner display that automati=
cally reflows
apps based on how the phone is folded, starting at $1,999. =
Apple also
unveiled the iPhone 18 Pro and Pro Max ($1,199/$1,299, up $100=
from
last year) with new A20 Pro processors, a variable mechanical apert=
ure
camera, and 24-30 hour battery life, alongside the Apple Watch Series=
12 and Ultra 4, which add a 5-second heart rate sensor Apple claims is=
more accurate than a chest strap.=20
OPENAI MAY DOUBLE-SOURCE NEXT-G=
EN AI CHIPS AT SAMSUNG, ALONGSIDE TSMC
(3 MINUTE READ) [5]=20
OpenAI =
Korea GM Harrison Kim revealed the company has made real
progress with Sa=
msung Electronics on joint production and research for
its next-generatio=
n chips, expanding a relationship that so far has
been mostly about memor=
y supply and enterprise software. OpenAI's
current inference ASIC, Jalape=
=C3=B1o, was designed with Broadcom and
built at TSMC in under 18 months =
and is already in mass production
there, so any Samsung involvement more =
plausibly targets its
successor, which is reportedly approaching tapeout.=
=20
=F0=9F=94=A8=20
ENGINEERING AND APPLICATIONS
TSMC'S AUGUST =
REVENUE JUMPS 53% TO A RECORD HIGH, PLANS HIGH-NA EUV
ADOPTION FOR 2030 (=
3 MINUTE READ) [6]=20
TSMC posted NT$514.8 billion ($16.1 billion) in A=
ugust revenue, up
53.3% year-over-year and 10.1% from July, hitting a fre=
sh monthly
record as AI-driven chip demand keeps outpacing supply. It cam=
e
alongside a separate announcement with Dutch equipment maker ASML:
TS=
MC plans to bring ASML's High-NA EUV lithography into large-scale
manufac=
turing starting in 2030 for its most advanced nodes, as AI
accelerators p=
ush toward increasingly complex transistor
architectures.=20
INTRODUC=
ING CUDA RUST FOR HIGH-PERFORMANCE GPU KERNEL DEVELOPMENT (5
MINUTE READ)=
[7]=20
NVIDIA has announced CUDA Rust and introduced two specialized=
compilation tracks that allow developers to author and optimize GPU
co=
mpute kernels directly in Rust. This release brings Rust's strong
compile=
-time memory safety guarantees and modern tooling ecosystem to
GPU-accele=
rated workloads. Developers implementing embedded vision,
intensive senso=
r fusion, and real-time state estimation on mobile
platforms can now expl=
oit GPU compute power while minimizing
memory-related crashes and runtime=
concurrency bugs.=20
=F0=9F=A7=A0=20
RESEARCH AND PROTOTYPES
V=
LLM TRIPLES MINIMAX M3 INFERENCE THROUGHPUT ON AMD'S MI355X THROUGH
SYSTE=
MATIC BOTTLENECK CHASING (6 MINUTE READ) [8]=20
AMD and Embedded LLM te=
ams took MiniMax M3's day-0 vLLM
implementation from 109.1 to 342.4 outpu=
t tokens/s/GPU on AMD's
Instinct MI355X, a 3.14x gain, by repeatedly aski=
ng five questions as
the bottleneck kept shifting: what local shape reach=
ed each rank after
tensor-parallel sharding, what work repeats every laye=
r, which bytes
actually move, whether a claimed fast path actually execut=
ed, and
which queue grows once kernels stop being the limiter. Big wins c=
ame
from fusing the model's shared expert into the same grouped GEMMs as=
routed experts (up to 30% faster at low concurrency), and reusing
spar=
se-attention block selections across adjacent layers instead of
recomputi=
ng per layer.=20
BESXAR FLIES FIRST SUBORBITAL SEMICONDUCTOR MANUFACTUR=
ING DEMO,
BANKING ON FREE VACUUM IN SPACE (2 MINUTE READ) [9]=20
Besx=
ar, a $9.35 million seed-funded startup, flew its first mission
on July 5=
aboard a SpaceX Falcon 9 alongside a Starlink batch,
carrying its own se=
miconductor wafers plus test wafers from the
University of Virginia and U=
T Austin. The company's pitch is simple:
Earth-based fabs spend billions =
on pumps to create the vacuum
semiconductors need, but in space vacuum is=
free, so Besxar wants to
manufacture higher-quality, lower-cost wafers i=
n orbit and return them
to Earth to sell.=20
=F0=9F=8E=81=20
MISCEL=
LANEOUS
GOOGLE COMMITS $15B TO FINLAND DATA CENTERS, EXPLORES NUCLEAR=
POWER
FOR THE BUILDOUT (3 MINUTE READ) [10]=20
Google plans to inves=
t at least $15 billion in Finnish AI
infrastructure through 2028, its lar=
gest single investment in Europe,
building on over 15 years of presence t=
here. Alongside the buildout,
Google signed a 22-year power agreement wit=
h Finnish utility Fortum
and said it will explore business models that co=
uld support new
nuclear reactors at Fortum's Loviisa site, tying the comp=
ute expansion
directly to a long-term power source.=20
LG DENIES CLAI=
MS ITS SMART TVS CONSTANTLY RECORD AND UPLOAD AUDIO (4
MINUTE READ) [11] =
Gamers Nexus published a two-hour investigation, done with security=
researchers MrBruh and uturn using packet capture and firmware
analysi=
s, alleging LG's smart TVs constantly log and upload user data
even offli=
ne or in standby, scan local Wi-Fi networks for other
devices, and record=
and store ambient audio through the TV's
microphone for later retrieval,=
even when the TV appears off. LG
called the claims untrue, saying its TV=
s only process voice data when
the remote's voice button is pressed or it=
s "Hi LG" wake word is
detected after a user manually enables far-field v=
oice recognition,
with wake-word audio processed entirely on-device and d=
eleted
immediately if no match is found.=20
=E2=9A=A1=20
QUICK LINK=
S
XPENG'S IRON HUMANOID WALKS OFF ITS NEW AUTOMOTIVE-GRADE PRODUCTION=
LINE (3 MINUTE READ) [12]=20
XPENG commissioned its humanoid robot p=
roduction lines, and its IRON
robot autonomously walked off them after co=
mpleting assembly, a step
the company frames as moving from R&D prototype=
s to real line
manufacturing.=20
HUAWEI AND CAMBRICON HIKE AI CHIP PR=
ICES 20-50% AS HBM SHORTAGE
FORCES GREY-MARKET BUYING (3 MINUTE READ) [13=
]=20
Chinese AI chipmakers, including Huawei and Cambricon, have sharpl=
y
raised prices for current and next-gen processors.=20
COVENANT UNVE=
ILS ANTHEM, A HEAVY-PAYLOAD STRIKE MISSILE BUILT TO BE
MASS-PRODUCED ACRO=
SS THREE COUNTRIES (3 MINUTE READ) [14]=20
Anthem is a long-range preci=
sion strike weapon aimed at a gap
Covenant argues current Western arsenal=
s lack.=20
ANALOG DEVICES PAYS $1.35B FOR EDGE AI CHIPMAKER ALIF SEMICO=
NDUCTOR
(4 MINUTE READ) [15]=20
Analog Devices agreed to buy Alif Sem=
iconductor for $1.35 billion
cash plus up to $200 million contingent on p=
erformance, adding
microcontrollers built to run neural networks directly=
on-device
rather than sending data to a data center.=20
JD.COM PLANS=
3 MILLION ROBOTS AND A 100,000-ACCELERATOR PHYSICAL AI
CLUSTER (5 MINUTE=
READ) [16]=20
JD Logistics plans to procure 3 million robots, 1 millio=
n autonomous
vehicles, and 100,000 delivery drones over five years to aut=
omate
picking, sorting, transport, and last-mile delivery.=20
VENTION=
OPENS A PHYSICAL AI LAB TIED DIRECTLY TO THOUSANDS OF
FACTORIES (5 MINUT=
E READ) [17]=20
Vention opened a Montreal lab focused on robotic manipu=
lation,
industrial data collection, and post-training robotics foundation=
models using learning-from-demonstration, reinforcement learning,
visi=
on models, and motion planning.=20
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TH US
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If you have any comments or feedback, just resp=
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Thanks for reading,=20
Kshitij Sudan [22] & Adi Ni=
kumbh [23]=20
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[5]
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[6]
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[8]
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[9]
https://payloadspace.co= m/besxar-flies-suborbital-semiconductor-demo?utm_source=3Dtldrhardware
[1=
0]
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[11]
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[=
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[17] https:/= /www.prnewswire.com/news-releases/vention-opens-physical-ai-lab-to-bridge-a= i-research-and-scalable-industrial-deployment-302872841.html?utm_source=3Dt= ldrhardware
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<div style=3D"display: none; max-height: 0px; overflow: hidden;">New CEO Jo=
hn Ternus led his first keynote, headlined by the iPhone Duo, Apple's = first foldable, a passport-style device with a 5.4-inch outer display = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C= =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C= =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C= =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C= =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C= =E2=80=8C =E2=80=8C </div>
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<div style=3D"text-align: center;">
<h1><strong>TLDR Hardware <span id=3D"date">2026-09-11</span></strong></h1> </div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width:100%;" width=3D"100%"><tbody></t= body></table>
</td></tr></tbody></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>
</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>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%2Ffinance.yahoo.com%2Fmarkets%2Fstocks%2Flive%2Fapple-eve= nt-live-updates-first-foldable-iphone-iphone-18-pro-and-watches-expected-12= 2840434.html%3Futm_source=3Dtldrhardware/1/010001a090a7aa1e-71d9b1e4-a1ba-4= 32b-9c69-6468aec1bd1e-000000/mY7F4KJ0YVS0doky0a1OdXMRyizg13piGrE_Gr3y6ds=3D= 452">
<span>
<strong>Apple debuts iPhone Duo, it=
s first foldable, at $1,999 (5 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
New CEO John Ternus led his first keyno= te, headlined by the iPhone Duo, Apple's first foldable, a passport-style d= evice with a 5.4-inch outer display and a 7.6-inch inner display that autom= atically reflows apps based on how the phone is folded, starting at $1,999.=
Apple also unveiled the iPhone 18 Pro and Pro Max ($1,199/$1,299, up $100 = from last year) with new A20 Pro processors, a variable mechanical aperture=
camera, and 24-30 hour battery life, alongside the Apple Watch Series 12 a=
nd Ultra 4, which add a 5-second heart rate sensor Apple claims is more acc= urate than a chest strap.
</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%2Fwww.tomshardware.com%2Ftech-industry%2Fartificial-intel= ligence%2Fopenai-says-its-next-generation-processors-could-be-made-at-samsu= ng-double-sourcing-with-tsmc-hints-at-massive-volume-requirements%3Futm_sou= rce=3Dtldrhardware/1/010001a090a7aa1e-71d9b1e4-a1ba-432b-9c69-6468aec1bd1e-= 000000/nlcnfg07D3MCUB1WRR77JDt-ENW1CwCOCkFneWTtJkg=3D452">
<span>
<strong>OpenAI may double-source ne= xt-gen AI chips at Samsung, alongside TSMC (3 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
OpenAI Korea GM Harrison Kim revealed t=
he company has made real progress with Samsung Electronics on joint product= ion and research for its next-generation chips, expanding a relationship th=
at so far has been mostly about memory supply and enterprise software. Open= AI's current inference ASIC, Jalape=C3=B1o, was designed with Broadcom and = built at TSMC in under 18 months and is already in mass production there, s=
o any Samsung involvement more plausibly targets its successor, which is re= portedly approaching tapeout.
</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.cnbc.com%2F2026%2F09%2F10%2Ftsmc-august-revenue-chi= p-ai.html%3Futm_source=3Dtldrhardware/1/010001a090a7aa1e-71d9b1e4-a1ba-432b= -9c69-6468aec1bd1e-000000/ga2TgoCEYr6aYLme3Xb-Y-oJgy0PKYJjjJ1ovCKJKeo=3D452=
<span>
<strong>TSMC's August revenue jumps=
53% to a record high, plans High-NA EUV adoption for 2030 (3 minute read)<= /strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
TSMC posted NT$514.8 billion ($16.1 bil= lion) in August revenue, up 53.3% year-over-year and 10.1% from July, hitti=
ng a fresh monthly record as AI-driven chip demand keeps outpacing supply. =
It came alongside a separate announcement with Dutch equipment maker ASML: = TSMC plans to bring ASML's High-NA EUV lithography into large-scale manufac= turing starting in 2030 for its most advanced nodes, as AI accelerators pus=
h toward increasingly complex transistor architectures.
</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%2Fdeveloper.nvidia.com%2Fblog%2Fintroducing-cuda-rust-two= -tracks-for-writing-gpu-kernels%2F%3Futm_source=3Dtldrhardware/1/010001a090= a7aa1e-71d9b1e4-a1ba-432b-9c69-6468aec1bd1e-000000/GTLcbbmneuGBBJugPg-fJtMu= DoQZtjPXvJUhvJIFPFE=3D452">
<span>
<strong>Introducing CUDA Rust for H= igh-Performance GPU Kernel Development (5 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
NVIDIA has announced CUDA Rust and intr= oduced two specialized compilation tracks that allow developers to author a=
nd optimize GPU compute kernels directly in Rust. This release brings Rust'=
s strong compile-time memory safety guarantees and modern tooling ecosystem=
to GPU-accelerated workloads. Developers implementing embedded vision, int= ensive sensor fusion, and real-time state estimation on mobile platforms ca=
n now exploit GPU compute power while minimizing memory-related crashes and=
runtime concurrency bugs.
</span>
</span>
</div>
</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= =A7=A0</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>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%2Fvllm.ai%2Fblog%2F2026-09-10-minimax-m3-mi355x%3Futm_sou= rce=3Dtldrhardware/1/010001a090a7aa1e-71d9b1e4-a1ba-432b-9c69-6468aec1bd1e-= 000000/-b0WRJsi57sop4lUzkIwUpF7w5eiDerJddWk_bF_jxM=3D452">
<span>
<strong>vLLM triples MiniMax M3 inf= erence throughput on AMD's MI355X through systematic bottleneck chasing (6 = minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
AMD and Embedded LLM teams took MiniMax=
M3's day-0 vLLM implementation from 109.1 to 342.4 output tokens/s/GPU on = AMD's Instinct MI355X, a 3.14x gain, by repeatedly asking five questions as=
the bottleneck kept shifting: what local shape reached each rank after ten= sor-parallel sharding, what work repeats every layer, which bytes actually = move, whether a claimed fast path actually executed, and which queue grows = once kernels stop being the limiter. Big wins came from fusing the model's = shared expert into the same grouped GEMMs as routed experts (up to 30% fast=
er at low concurrency), and reusing sparse-attention block selections acros=
s adjacent layers instead of recomputing per layer.
</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%2Fpayloadspace.com%2Fbesxar-flies-suborbital-semiconducto= r-demo%3Futm_source=3Dtldrhardware/1/010001a090a7aa1e-71d9b1e4-a1ba-432b-9c= 69-6468aec1bd1e-000000/VHEFfA3inI1Iz-FgZFe_zgpewrysIIq6IO_XsnvCIIc=3D452">
<span>
<strong>Besxar flies first suborbit=
al semiconductor manufacturing demo, banking on free vacuum in space (2 min= ute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Besxar, a $9.35 million seed-funded sta= rtup, flew its first mission on July 5 aboard a SpaceX Falcon 9 alongside a=
Starlink batch, carrying its own semiconductor wafers plus test wafers fro=
m the University of Virginia and UT Austin. The company's pitch is simple: = Earth-based fabs spend billions on pumps to create the vacuum semiconductor=
s need, but in space vacuum is free, so Besxar wants to manufacture higher-= quality, lower-cost wafers in orbit and return them to Earth to sell.
</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= =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.cnbc.com%2F2026%2F09%2F09%2Fgoogle-finland-ai-infra= structure-investment.html%3Futm_source=3Dtldrhardware/1/010001a090a7aa1e-71= d9b1e4-a1ba-432b-9c69-6468aec1bd1e-000000/qNm2iAI-LZHE1tUdntzuE4kBa8mHo4SKZ= rjETz-0RRI=3D452">
<span>
<strong>Google commits $15B to Finl= and data centers, explores nuclear power for the buildout (3 minute read)</= strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Google plans to invest at least $15 bil= lion in Finnish AI infrastructure through 2028, its largest single investme=
nt in Europe, building on over 15 years of presence there. Alongside the bu= ildout, Google signed a 22-year power agreement with Finnish utility Fortum=
and said it will explore business models that could support new nuclear re= actors at Fortum's Loviisa site, tying the compute expansion directly to a = long-term power source.
</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%2Fwww.tomshardware.com%2Ftech-industry%2Fbig-tech%2Flg-st= rongly-denies-tv-security-claims-says-tracking-and-snooping-concerns-not-tr= ue-online-investigation-claims-216-000-000-spy-tvs-record-audio%3Futm_sourc= e=3Dtldrhardware/1/010001a090a7aa1e-71d9b1e4-a1ba-432b-9c69-6468aec1bd1e-00= 0000/mq7f_BbE-c7K-nYMlH5VusxVeIDRoMix7LWSvrHKgg0=3D452">
<span>
<strong>LG denies claims its smart = TVs constantly record and upload audio (4 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Gamers Nexus published a two-hour inves= tigation, done with security researchers MrBruh and uturn using packet capt= ure and firmware analysis, alleging LG's smart TVs constantly log and uploa=
d user data even offline or in standby, scan local Wi-Fi networks for other=
devices, and record and store ambient audio through the TV's microphone fo=
r later retrieval, even when the TV appears off. LG called the claims untru=
e, saying its TVs only process voice data when the remote's voice button is=
pressed or its "Hi LG" wake word is detected after a user manually enables=
far-field voice recognition, with wake-word audio processed entirely on-de= vice and deleted immediately if no match is found.
</span>
</span>
</div>
</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;">=E2=9A= =A1</span></div></div>
</td></tr></tbody></table>
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<div style=3D"text-align: center;">
<h1><strong>Quick Links</strong></h1>
</div>
</div>
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<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.xpeng.com%2Fnews%2F01a080371029a057bc8e8a02a2c6012b= %3Futm_source=3Dtldrhardware/1/010001a090a7aa1e-71d9b1e4-a1ba-432b-9c69-646= 8aec1bd1e-000000/spdyIGo62TwzxHwxScRAU2FJDltuINxgfhCqkCuOos0=3D452">
<span>
<strong>XPENG's IRON humanoid walks=
off its new automotive-grade production line (3 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
XPENG commissioned its humanoid robot p= roduction lines, and its IRON robot autonomously walked off them after comp= leting assembly, a step the company frames as moving from R&D prototype=
s to real line manufacturing.
</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%2FD6oPyH/1/010001a090a7aa1e-71= d9b1e4-a1ba-432b-9c69-6468aec1bd1e-000000/EtBChN6Lp1dp0PiRIPjxEJVY8p3kWBlNh= LKOo23a32o=3D452">
<span>
<strong>Huawei and Cambricon hike A=
I chip prices 20-50% as HBM shortage forces grey-market buying (3 minute re= ad)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Chinese AI chipmakers, including Huawei=
and Cambricon, have sharply raised prices for current and next-gen process= ors.
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<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=
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<a href=3D"
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<span>
<strong>Covenant unveils Anthem, a = heavy-payload strike missile built to be mass-produced across three countri=
es (3 minute read)</strong>
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Anthem is a long-range precision strike=
weapon aimed at a gap Covenant argues current Western arsenals lack.
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https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fthenextweb.com%2Fnews%2Fanalog-devices-alif-semiconduct= or-edge-ai-acquisition%3Futm_source=3Dtldrhardware/1/010001a090a7aa1e-71d9b= 1e4-a1ba-432b-9c69-6468aec1bd1e-000000/Y3350E9PTR9gAGr2mmxCA0_plYhjnkC46GJM= d7jLvXM=3D452">
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<strong>Analog Devices pays $1.35B = for edge AI chipmaker Alif Semiconductor (4 minute read)</strong>
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<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Analog Devices agreed to buy Alif Semic= onductor for $1.35 billion cash plus up to $200 million contingent on perfo= rmance, adding microcontrollers built to run neural networks directly on-de= vice rather than sending data to a data center.
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<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.scmp.com%2Ftech%2Fbig-tech%2Farticle%2F3366884%2Fjd= com-deploy-3-million-robots-fully-automate-logistics%3Futm_source=3Dtldrhar= dware/1/010001a090a7aa1e-71d9b1e4-a1ba-432b-9c69-6468aec1bd1e-000000/fENPL5= _IVX-QXVE0F__hgh6rtdSb2qQFCFtSZtnEjZE=3D452">
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ts and a 100,000-accelerator Physical AI cluster (5 minute read)</strong>
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JD Logistics plans to procure 3 million=
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ve years to automate picking, sorting, transport, and last-mile delivery.
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<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=
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<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.prnewswire.com%2Fnews-releases%2Fvention-opens-phys= ical-ai-lab-to-bridge-ai-research-and-scalable-industrial-deployment-302872= 841.html%3Futm_source=3Dtldrhardware/1/010001a090a7aa1e-71d9b1e4-a1ba-432b-= 9c69-6468aec1bd1e-000000/FLWm2xnRDv8oipWIgRmYspPX7fsxUjX2dE4r4HT89SA=3D452"=
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<strong>Vention opens a Physical AI=
lab tied directly to thousands of factories (5 minute read)</strong>
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<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Vention opened a Montreal lab focused o=
n robotic manipulation, industrial data collection, and post-training robot= ics foundation models using learning-from-demonstration, reinforcement lear= ning, vision models, and motion planning.
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</td></tr></tbody></table>
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