LIM Center, Aleje Jerozolimskie 65/79, 00-697 Warsaw, Poland
+48 (22) 364 58 00
ts@ts2.pl

Category: Geopolitics

Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

In summer 2025, TSMC reported near 90% yield on its 3 nm process, versus Samsung’s roughly 50% yield. Samsung, which pioneered 3 nm gate-all-around transistors in 2022, continues to struggle with yields but has won Google’s Tensor G5 on 3 nm and other new clients for older nodes. TSMC and Samsung are racing toward 2…
Read more

Bunker‑Buster Earthquake: New Satellite Images Expose Fordow’s Ruin—What the Bombs Hit, What Survived, and Why It Matters

Shortly after 02:00 local time on 22 June, seven U.S. B‑2 Spirit bombers dropped 14 MOPs on Fordow with Tomahawks suppressing Iranian SAM sites. Maxar/Planet imagery shows six precisely spaced entry craters along the ridge above the centrifuge halls, forming a textbook double‑tap pattern consistent with the MOP fuse sequence. Damage signatures include collapsed tunnel…
Read more

Strait of Hormuz Crisis: World’s Critical Oil Chokepoint at the Center of a Geopolitical Storm

On June 22, 2025, the United States launched Operation Midnight Hammer, bombing Fordow, Natanz, and Isfahan, after which Iran’s parliament voted to close the Strait of Hormuz. The Strait of Hormuz carries roughly 20% of the world’s oil and gas flows, amounting to about 20 million barrels per day. Brent crude rose about 10% in…
Read more

Shock From Space: Commercial Satellite Photos Reveal How U.S. Bunker‑Busters Crushed Iran’s Fordow Nuclear Mountain

On 22 June at 02:14 a.m. local time, B-2 bombers released at least a dozen 30,000-lb GBU-57 Massive Ordnance Penetrator bombs targeting Fordow, Natanz and Isfahan. By noon on 22 June, Planet Labs Skysat imagery showed a pale-grey haze over Fordow and two dark impact scars at the vehicle and personnel tunnel portals. Fordow lies…
Read more

Stunning Satellite Images Expose the Full Impact of U.S. Airstrikes on Iran’s Fordow, Natanz and Isfahan Nuclear Sites — What the Pictures Reveal, Why They Matter, and What Happens Next

On 21 June 2025, the U.S. strike package used B-2 launched GBU-57 bunker-busters and sea-launched Tomahawks to damage Natanz and Isfahan and cut external power to Fordow. Maxar Technologies and Planet imagery circulated minutes after President Trump’s confirmation, enabling open-source observers to map bomb craters, scorched roads, and collapsed roofs at Natanz and Isfahan. IAEA…
Read more

Space Showdown: How Military Satellites Are Shaping the Ukraine‑Russia War

SpaceX deployed 5,000 Starlink terminals to Ukraine within days of the 2022 invasion, rising to about 15,000 active terminals by June 2022, with Ukraine at one point accounting for roughly 58% of global Starlink traffic. Russia attempted to jam Starlink signals on the battlefield, SpaceX rolled a software update to bypass the jamming, and by…
Read more