The AI chip boom isn’t going to be slowed down by electricity. It’s going to be slowed down by ABF substrate. The chips exist. The demand exists. The data centres are being built. But if there isn’t enough ABF substrate to package those chips, they simply don’t ship.
Read MoreFor the first time in more than 50 years, humans are travelling beyond Earth orbit – looping around the Moon and heading back home. NASA’s Artemis program has officially left Earth, with astronauts aboard Artemis II already executing a lunar flyby and setting distance records never seen since the Apollo era. Now, while the world is focused on the spectacle – the images, the milestones, the emotion – something quieter is building on the ground: A potential IPO from SpaceX that could ride this wave of excitement straight into the public markets.
Read MoreNobody knows what happens next. Not the investing analysts on financial TV. Not the hedge fund managers running billions. Not the central bankers, geopolitical strategists, or generals.
Read MoreThink about the last time you video-called someone. Every pixel of that call – your face, their face, the background – travelled as pulses of light through a glass fibre thinner than a human hair.
Not electricity. Not a radio signal. Actual light, moving at 300,000 kilometres per second, carrying your conversation across the city or across the world in the time it takes to blink.
That’s photonics…
When missiles fly in the Middle East, most people think about oil. But there’s another commodity getting caught in the crossfire… One that quietly underpins modern civilisation, and which just had one of its biggest price weeks in years.
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