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#tech news
ASML’s Eindhoven expansion shows why semiconductor capacity, High-NA EUV and chip manufacturing must now be planned years before future demand arrives.
AI infrastructure is creating a new bottleneck beyond GPUs. As demand for silicon photonics and optical interconnects accelerates, hyperscalers are moving to long-term capacity agreements that are reshaping technology procurement and data center architecture.
New US power-grid rules are pushing technology security beyond software, making hardware origin, ownership and vendor eligibility part of critical infrastructure risk.