SK hynix Halts Solidigm IPO, US NAND Fab Funding Unclear
IPO Michael Okonkwo

SK hynix Halts Solidigm IPO, US NAND Fab Funding Unclear

SK hynix has scrapped a planned Solidigm IPO, leaving a funding gap for its U.S. NAND expansion. The group still sees the added capacity as necessary but has not disclosed fab details.

SSNLF MU SNDK CRWV
QuantumScape Cuts PowerCo Pact by $7M, Halts Milestone Payments
Analysis Daniel Marsh

QuantumScape Cuts PowerCo Pact by $7M, Halts Milestone Payments

QuantumScape and PowerCo have trimmed $7M from their joint battery program, lowering the funding ceiling to $68.4M, while milestone payments remain paused during talks.

QS
Ofcom Expands Satellite Spectrum for Aircraft and Ships
Regulation James Calloway

Ofcom Expands Satellite Spectrum for Aircraft and Ships

Ofcom has approved additional satellite spectrum for aircraft and ships, with 2.1 GHz allocated for NGSO aircraft links and 244 MHz for maritime use in UK waters.

EWU
Orbital Operations Wins $35M Pentagon Contract for Reusable Cryogenic Spacecraft Demo
Technology Sarah Chen

Orbital Operations Wins $35M Pentagon Contract for Reusable Cryogenic Spacecraft Demo

Orbital Operations wins a $35M Pentagon contract to demo its reusable cryogenic spacecraft, revealing a 51.5% payload penalty for return capability.

XLK
Moonshot AI's Kimi K3.1 Pro: Lower Token Prices, Flat Task Costs
Technology Sarah Chen

Moonshot AI's Kimi K3.1 Pro: Lower Token Prices, Flat Task Costs

Moonshot AI's Kimi K3.1 Pro cuts token prices by a third, but total benchmark task costs remain flat at $1.98 due to higher output. The model shows major gains in autonomous computer use.

XLK
Quantum Gate Speed Breakthrough: 6.8ns Operation Cuts Leakage
Technology Sarah Chen

Quantum Gate Speed Breakthrough: 6.8ns Operation Cuts Leakage

Researchers in Germany have demonstrated quantum gates operating in 6.8 nanoseconds with accuracy above 99.98%, significantly reducing leakage errors. The breakthrough could accelerate quantum computing performance.

EWG
Ukraine's Satellite Ambitions: Nokia-ICEYE Deal Raises Coverage Questions
Technology Sarah Chen

Ukraine's Satellite Ambitions: Nokia-ICEYE Deal Raises Coverage Questions

Ukraine's letter of intent with Nokia and ICEYE aims for a sovereign satellite network, but a new model reveals potential coverage gaps, and key details remain undisclosed.

XLK
NASA Revises Lunar Landing Routes, Shifts Propulsion Work
Analysis Daniel Marsh

NASA Revises Lunar Landing Routes, Shifts Propulsion Work

NASA revises lunar landing routes for 2028, assigning new propulsion roles to SpaceX and Blue Origin, with unquantified fuel savings.

SPCX
Bloom Energy's Nebius Fuel Cell Block Hits Milestone, But Capacity Remains Undisclosed
Analysis Daniel Marsh

Bloom Energy's Nebius Fuel Cell Block Hits Milestone, But Capacity Remains Undisclosed

Bloom Energy's first fuel-cell power block for Nebius in Vineland is ready for use, but the company hasn't disclosed its capacity or when the data center will go live.

BE NBIS
AST SpaceMobile's Brazil Expansion: Spectrum, Ground Links, and Unfinished Terms
Technology Sarah Chen

AST SpaceMobile's Brazil Expansion: Spectrum, Ground Links, and Unfinished Terms

AST SpaceMobile signs satellite-to-phone deals with three Brazilian carriers, leveraging 700 MHz spectrum, but final terms and regulatory approvals are still pending.

ASTS
eMudhra Quits SSL/TLS Market Amid Key Compromise, Clients Race Against Chrome Deadline
Regulation James Calloway

eMudhra Quits SSL/TLS Market Amid Key Compromise, Clients Race Against Chrome Deadline

eMudhra is leaving the SSL/TLS business after a key compromise, requiring urgent certificate migration before Chrome's October 27 deadline. Over 30,800 certificates are impacted, with most issued via automated processes.

Intel's One-Year Robot Waiver Clashes with Multi-Year Replacement Timeline
Regulation James Calloway

Intel's One-Year Robot Waiver Clashes with Multi-Year Replacement Timeline

The FCC granted Intel a one-year waiver for factory robot maintenance, but Intel says replacements will take years, leaving a regulatory gap.

INTC