In Q3 2025 the global drone market faces significant supply-chain pressure from component shortages, tariffs, and logistics delays, with China historically dominating motor, ESC, battery, flight controller, camera, sensor, propeller, and carbon-fiber airframe production. After China tightened dual-use drone component exports in late 2024, infrared sensor exports fell by 30% and prices tripled, while U.S.-bound…
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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…
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Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted…
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Iran fired six or seven short- and medium-range ballistic missiles at the U.S. hub of Al Udeid in Qatar, all intercepted, and Tehran reportedly gave a heads-up via back-channels. The United States responded with B-2 bombers that flattened three Iranian nuclear sites. Israel bombed Evin prison, the Revolutionary Guard HQ, and multiple airports, claiming 15…
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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…
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