Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. — limit exports to two generations behind leading-edge nodes, could slow down U.S. expansion

Taiwan’s government is considering imposing N+2 export rule on TSMC’s advanced process technologies, which would make it significantly harder for the foundry to develop overseas.
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Ongoing YouTube, Google outage reported — outage spikes across popular services

Multiple reports indicate that YouTube, YouTube TV, and Google are all down.

OpenAI’s Stargate data center gets approval to receive 1.4 gigawatts of power in Michigan — some residents furious as energy company is given go-ahead by regulatory body without hearing opposition

The Michigan Public Service Commission approved the 1.4-gigawatt contract between DTE Energy and a Stargate data center, raising fears that energy prices will spike for residents in the area.
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China convicts 27 people for smuggling 166 tons of critical chipmaking element antimony — heavily-restricted mineral used for semiconductor manufacturing exported without licenses, court decides

A Chinese court sentenced 27 individuals for illegally exporting antimony ingots without licenses, with authorities saying more than 166 metric tons were smuggled earlier this year.
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French authorities arrest man for installing malware on a passenger ferry on behalf of ‘a foreign power’ — could have enabled external control of systems, including navigation

French authorities have arrested a Latvian national suspected of installing malware aboard an Italian passenger ferry while it was docked in southern France.
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North Korean hackers stole record $2 billion in crypto in 2025, including single heist worth $1.5 billion, report claims — rogue state accounts for 60% of all reported crypto thefts this year, $6.75 billion total since records began

Blockchain analytics company Chainalysis says DPRK has set a record for 2025, with the regime expected to execute more sophisticated attacks in the future.
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Huawei’s AI chip capabilities still pale in comparison to American silicon — report from U.S. council details that despite fears, Nvidia continues to lead by a wide margin

A new report from the Council on Foreign Relations concludes that Huawei’s AI chip capabilities lag behind Nvidia’s by a wide margin, and that the gap is growing exponentially.
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TSMC brings its most advanced chipmaking node to the US yet, to begin equipment installation for 3mn months ahead of schedule — Arizona fab slated for production in 2027

Fab 21 phase 2 shell is complete, fab is on track for equipment move in in mid-2026 and for volume production in 2027.
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AI surpasses 2024 Bitcoin mining in energy usage, uses more H20 than the bottles of water people drink globally, study claims — says AI demand could hit 23GW and up to 764 billion liters of water in 2025

A study finds that AI has surpassed Bitcoin and the bottled water industry in its use of resources, with other experts saying that the estimate is actually conservative.
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North Korean infiltrator caught working in Amazon IT department thanks to lag — 110ms keystroke input raises red flags over true location

A North Korean imposter was uncovered, working as a sysadmin at Amazon U.S., after their keystroke input lag raised suspicions with security specialists at the online retail giant.
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