➀ The Biden-Harris Administration announced the signing of PMTs with Coherent, SkyWater, and X-Fab; ➁ The PMTs are part of the CHIPS and Science Act; ➂ Up to $33 million in proposed funding for Coherent, up to $16 million for SkyWater.

➀ Google CEO Sundar Pichai expressed interest in comparing Google's and Microsoft's AI models side-by-side; ➁ Pichai weighed in on the conversation surrounding AI and its development, discussing challenges in scaling AI models; ➂ Pichai criticized Microsoft's deep investment in OpenAI and its use of OpenAI's GPT models in the Copilot app.

1. Waymo is rapidly expanding its services and demonstrating its ability to create a winner-takes-all platform in the autonomous industry; 2. Waymo's recent expansion to Miami caused Uber and Lyft stocks to drop by 10%, highlighting its impact on competitors; 3. Tesla's ambitious plan to launch autonomous service in 2025 is likely to face significant challenges as it is far behind Waymo in terms of human interventions needed.

➀ The Karlsruhe Institute of Technology (KIT) is developing the first integrated fuel cycle for stellarators in collaboration with scientific and industrial partners. ➁ The project, SyrVBreTT, aims to address the challenges of fuel handling in fusion reactors. ➂ It involves the development of technical components for both the inner and outer fuel cycles, including pumps, storage beds, and pellet injection systems, with a focus on realistic validation through simulations and experiments.

➀ Researchers have developed a prototype all-light communication network that allows seamless connectivity across air, land, and underwater environments. The network can operate even when communication nodes are on moving vehicles. The system uses mobile green light communication, blue laser technology, deep UV light, and an 850-nm laser diode for various data transmission needs. The prototype devices have been tested for bidirectional light transmission across air and underwater environments, achieving a maximum bandwidth of 4 Mbps. ➁ The research aims to create a comprehensive all-light communication network that combines wired and wireless nodes with light sources of different wavelengths. The team also plans to integrate mobile all-light communication with other technologies like radio, sonar, and gas. ➂ The technology could support various applications such as navigation, emergency response, research, and operations in diverse conditions.

➀ China's State Administration for Market Regulation (SAMR) is investigating Nvidia over its 2019 acquisition of Mellanox Technologies; ➁ Nvidia faces a potential fine of up to $1.03 billion; ➂ The probe is part of China's retaliation against U.S. export controls on semiconductor technology.

➀ Amazon Autos now allows customers in 48 US cities to buy Hyundai cars online; ➁ The service offers a convenient alternative to traditional dealerships with transparent pricing and financing options; ➂ Amazon plans to expand the service to include other car brands in the future.

1. Alphabet Inc., known as Google, has unveiled its new quantum computing chip, Willow, which could revolutionize computing and lead to breakthroughs in AI and other fields. 2. Willow's advancements in quantum error correction and processing power are significant, completing tasks in minutes that would take classical computers septillions of years. 3. The quantum computing market could reach $30 billion by 2035, with healthcare and AI as major beneficiaries, potentially driving Google's revenues to $138 billion.

➀ Crypto Quantique has upgraded its QuarkLink IoT platform with a hybrid post-quantum cryptographic algorithm; ➁ The platform reduces the time and expense of implementing security functions in embedded devices by up to 10X; ➂ The hybrid key encapsulation mechanism combines X25519 with Kyber (ML-KEM) for both current and future security.

➀ Samsung is preparing for 1c DRAM mass production at its Pyeong Plant 4; ➁ The 1c DRAM is a 6th generation 10nm-class technology expected to be fully commercialized in 2025; ➂ Samsung aims to enhance its competitiveness in the AI market with the new technology.

➀ Samsung Electronics has developed a 400-layer NAND technology, surpassing SK hynix's 321-layer NAND; ➁ The 400-layer NAND will enter mass production in the second half of 2025; ➂ Samsung plans to provide details on its new 1Tb 400-layer TLC NAND at the ISSCC 2025.

➀ NATO plans to deploy sea drones to monitor and protect undersea cables; ➁ The project is expected to begin from June 2025; ➂ The aim is to enhance security and surveillance around Europe's major water bodies.

1. Major U.S. stock indices reached record highs early in the week, followed by a slight retreat as the market awaited the November Jobs Report. 2. The Biden administration tightened tech restrictions on China, limiting advanced chip sales and manufacturing equipment, which rallied U.S. semiconductor stocks. 3. South Korean President Yoon Suk Yeol faced impeachment talks after declaring martial law, leading to a 2% drop in the KOSPI. 4. Bitcoin surged past the $100,000 threshold due to optimism about Trump's incoming administration. 5. Gold prices fluctuated, rebounding on Friday after the November jobs report suggested rate cuts.

1. ASML is a crucial company in the world, trading at a P/E multiple in line with their 2022 lows. 2. ASML has a significant monopoly in the semiconductor industry due to technical advantage, supply chain ownership, and data. 3. There are risks to consider, such as China/Taiwan and technological disruption, but the rewards are believed to outweigh these risks.

➀ Broadcom unveils its 3.5D XDSiP platform for AI and HPC processors; ➁ The platform utilizes TSMC's CoWoS and advanced packaging technologies; ➂ It allows for SiPs with up to 6000mm² of 3D-stacked silicon and 12 HBM modules, set to arrive in 2026.

➀ GP Singh co-founded Ambient Scientific to develop high-performance, low-power AI microprocessors; ➁ The company's DigAn® technology enables ultra-low power AI applications without cloud dependency; ➂ GPX10 processor addresses inefficiencies in current AI hardware by offering better performance and lower power consumption; ➃ GP Singh emphasizes the importance of semiconductors in improving human lives.

➀ Scientists have developed the world's first carbon-14 diamond battery; ➁ The battery has a potential lifespan of 5,000 years; ➂ The technology could power devices for thousands of years without replacement.

➀ Samsung is conducting research to modify the packaging method for the LPDDR used in iPhones; ➁ The change is in response to Apple's request to convert the LPDDR IC into a discrete package; ➂ The new packaging will involve packaging the LPDDR separately.