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THE DAILY INDEX

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Today’s Index

An industrial production line moves sealed stages toward a bright opening while workers inspect warning gauges and pull emergency stop cords, symbolizing the AI industry's struggle to balance rapid development with unresolved loss-of-control risks.
AI-generated editorial illustration

TSMC'S AUGUST REVENUE JUMPS 53% TO A RECORD HIGH, PLANS HIGH-NA EUV ADOPTION FOR 2030

TSMC posted NT$514.8 billion ($16.1 billion) in August revenue, up 53.3% year-over-year and 10.1% from July, hitting a fresh monthly record as AI-driven chip demand keeps outpacing supply. It came alongside a separate announcement with Dutch equipment maker ASML: TSMC plans to bring ASML's High-NA EUV lithography into large-scale manufacturing starting in 2030 for its most advanced nodes, as AI accelerators push toward increasingly complex transistor architectures.

VLLM TRIPLES MINIMAX M3 INFERENCE THROUGHPUT ON AMD'S MI355X THROUGH SYSTEMATIC BOTTLENECK CHASING

AMD and Embedded LLM teams took MiniMax M3's day-0 vLLM implementation from 109.1 to 342.4 output tokens/s/GPU on AMD's Instinct MI355X, a 3.14x gain, by repeatedly asking five questions as the bottleneck kept shifting: what local shape reached each rank after tensor-parallel sharding, what work repeats every layer, which bytes actually move, whether a claimed fast path actually executed, and which queue grows once kernels stop being the limiter. Big wins came from fusing the model's shared expert into the same grouped GEMMs as routed experts (up to 30% faster at low concurrency), and reusing sparse-attention block selections across adjacent layers instead of recomputing per layer.

BESXAR FLIES FIRST SUBORBITAL SEMICONDUCTOR MANUFACTURING DEMO, BANKING ON FREE VACUUM IN SPACE

Besxar, a $9.35 million seed-funded startup, flew its first mission on July 5 aboard a SpaceX Falcon 9 alongside a Starlink batch, carrying its own semiconductor wafers plus test wafers from the University of Virginia and UT Austin. The company's pitch is simple: Earth-based fabs spend billions on pumps to create the vacuum semiconductors need, but in space vacuum is free, so Besxar wants to manufacture higher-quality, lower-cost wafers in orbit and return them to Earth to sell.

SHOPIFY ACQUIRES TAILWIND

Shopify is acquiring Tailwind Labs, bringing the team behind Tailwind CSS, installed more than 110 million times a week by firms like OpenAI and Cloudflare, in-house. The framework stays open source and MIT-licensed, with Tailwind's creator Adam Wathan citing a stable long-term home for millions of dependent developers as the goal. The deal follows layoffs of three of four engineers in January after revenue fell 80%, and leaves Tailwind Labs closing sign-ups for commercial products like Tailwind Plus.

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