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THE DAILY INDEX

Technology, AI, software, security, crypto and business

GENERAL

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TRUMP SIGNS EXECUTIVE ORDER PROTECTING US POLYSILICON INDUSTRY

Trump signed a Section 232 proclamation setting minimum import prices on polysilicon and its derivatives (the raw material behind both semiconductors and solar panels) along with a 15% tariff on downstream products, aiming to shield US producers from Chinese dumping. The order also authorizes Commerce to create an incentive program for companies building or expanding domestic polysilicon facilities, part of a broader push to rebuild a supply chain that's shrunk from 50% of global production capacity in 2005 to under 2% today, with China now supplying roughly 90%. The remedies take effect 120 days after signing.

Ω-0: ONE MODEL LETS HUMANOID ROBOTS WALK AND MANIPULATE OBJECTS AT THE SAME TIME

Household chores usually require a robot to move, keep its balance, and manipulate an object all at once, but most humanoid policies still treat locomotion and manipulation as separate problems solved one after another. ω-0 instead predicts whole-body actions directly, using compact learned representations of what the robot expects to see next as a lightweight guide, rather than trying to generate full future video frames, which keeps the model fast enough for real-time control while still reasoning about how the scene will change.

FOUR DECADES OF IN-FAB METROLOGY AND INSPECTION: PIVOTAL MILESTONES AND ROAD AHEAD

Research institute imec published a comprehensive overview detailing four decades of in-fab metrology and inspection evolution across logic transistor scaling roadmaps. The review analyzes four distinct industry eras: predictable happy scaling, initial device material innovations, FinFET architecture transitions, and advanced EUV lithography adoption. As dimensional scaling reaches physical two nanometer limits and artificial intelligence workloads require 3D system stack integration, imec presents a forward-looking metrology framework combining specialized hardware sensor extensions with data-driven inspection algorithms to ensure manufacturing yield and process sustainability.

SPACEX MAY DEPLOY 10GW DATACENTERS IN SPACE BY 2027

Research firm SemiAnalysis projects that SpaceX is on track to build 10 gigawatts of AI compute capacity by the end of 2027. Driven by sky-high inference margins generating over $100 billion per gigawatt annually for AI labs, SpaceX's "speed first" infrastructure strategy bypasses traditional data center construction bottlenecks. Offering rapid deployment alongside flexible 90-day cancellation clauses, SpaceX is securing massive off-take commitments with major hyperscalers like Microsoft. This aggressive expansion could drive up to $300 billion in annual recurring revenue.

JANE STREET'S NEW PUZZLE: REVERSE ENGINEER AN ASIC FROM ITS RAW CHIP LAYOUT

Jane Street released a public puzzle, handing out only the final GDS file for a chip it designed, the raw geometric layout of every transistor and metal layer that a foundry uses to fabricate silicon, with nothing labeled. Solvers have to recover a netlist (the underlying logic gates and how they connect) directly from that layout, figure out what the circuit actually does, then use it to extract a hidden output value, all using free open-source tools like KLayout or Magic VLSI.

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