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ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip
ASML secures TSMC, Samsung, and Intel commitments for twelve-inch photomasks while Huawei funds China's DUV lithography push to bypass export controls.
ASML, the world's only EUV lithography maker, has locked in commitments from TSMC, Samsung, and Intel to move photomasks from six-inch to twelve inches, which ASML CTO Marco Pieters says could raise High-NA throughput by 40 percent; TSMC and ASML plan a test line by 2031 with production on High-NA tools by 2033. Meanwhile Huawei is orchestrating China's push to build DUV lithography equipment and reduce dependence on ASML, centered on Shanghai equipment maker Yuliangsheng, with SMIC testing the machines and Huawei's Habo fund backing Zeiss rivals and light-source developers. Bernstein analysts note the main bottlenecks remain projection lenses and light sources.
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The GTA VI leaks are breaking the internet. Security researchers have seen this before.
A hacker or insider leaked GTA VI gameplay footage before launch, triggering Take-Two DMCA subpoenas against Discord, Google, Microsoft and X.
The persona "CyberLeek" published stolen Grand Theft Auto VI gameplay footage and a manifesto, in what experts call a familiar data extortion playbook with monetization via watermarks, crypto wallets and a memecoin. Take-Two Interactive obtained DMCA subpoenas against Discord, Microsoft and X, and sent copyright notices to Google, treating the case like an insider threat investigation. GTA VI is projected to earn $3.3–5.2 billion in launch-week sales, raising financial and reputational stakes. Related leak websites went offline after the subpoenas.
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Simulation: the new Scaling Law — Joon Sung Park, Simile AI
Simile AI raised a $2B Series B from GreenOaks and Index Ventures to scale human-behavior simulation for Fortune 100 clients like CVS.
Simile AI, co-founded by Generative Agents researcher Joon Sung Park, announced a $2 billion Series B backed by GreenOaks and Index Ventures, with Fei-Fei Li and Andrej Karpathy among backers. The company runs tens of millions of simulations for Fortune 100 clients including CVS, reporting 85-99% accuracy versus human focus groups and digital twins of 1,000 real people at 85% behavioral accuracy. The long-term ambition is foundation models of human behavior, post-trained on interviews, transaction data, and randomized controlled trials, potentially simulating all 8 billion people.
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