Blog — Page 44
Engineering notes, case studies, and lessons from the field.
ASML Reports €8.8B in Q1 Revenue and Raises Full-Year Guidance — AI Memory Demand Now Drives 51% of Tool Sales
ASML beat Q1 2026 estimates with €8.8 billion in net sales and €2.8 billion net income, then raised its full-year revenue guidance to €36–40 billion. AI-driven memory chip demand hit a record 51% of quarterly tool bookings.
Meta and Broadcom Commit 1 Gigawatt to Custom AI Silicon — First Chips on a 2nm Process
Meta and Broadcom have extended their MTIA chip partnership through 2029 and beyond, committing more than 1 gigawatt of custom AI accelerators built on a 2nm process — the first AI silicon to reach that manufacturing node.
Amazon Buys Satellite Operator Globalstar for $11.57B — and Inherits Apple's iPhone Connectivity Deal
Amazon's $11.57 billion cash acquisition of Globalstar gives it 24 global ground gateways, licensed spectrum in 120+ countries, and the existing contract powering Emergency SOS, Find My, and Messages via satellite on every iPhone.
Microsoft's April 2026 Patch Tuesday Drops 163 CVEs — SharePoint Zero-Day Exploited, IKE RCE Scores CVSS 9.8
Microsoft's second-largest Patch Tuesday on record patches 163 CVEs including an actively exploited SharePoint spoofing zero-day and a critical CVSS 9.8 remote code execution flaw in Windows IKE. Patch now.
SoftBank, Sony, and Honda Form Japan AI Consortium to Build a Physical AI Foundation Model by 2030
Three of Japan's largest technology companies are launching a domestic AI company targeting robotics and manufacturing. The goal: a foundation model for physical AI systems, independent of US Big Tech, by 2030.
Apple Tests Four Smart Glasses Designs in Premium Acetate as AI Chief John Giannandrea Exits
Bloomberg reports Apple is evaluating four frame styles made from high-end acetate, targeting a late 2026 or early 2027 launch. The news coincides with the reported departure of AI chief John Giannandrea.
ShinyHunters Breaches Rockstar Games Through Third-Party SaaS, Releases Data After Ransom Refusal
Attackers stole credentials from cloud analytics vendor Anodot to access Rockstar's Snowflake account. The company refused to pay — ShinyHunters dumped the data on April 13.
Adobe Patches Actively Exploited Acrobat Reader Zero-Day CVE-2026-34621 — CISA Orders Federal Patch by April 27
A prototype pollution flaw in Acrobat Reader's JavaScript engine has been exploited in the wild since December 2025. CISA added it to the KEV catalog April 13 — patch immediately.
CVE-2026-5059: Critical RCE in Amazon's Official MCP Server Package — Patch Immediately
A CVSS 9.8 command injection flaw in Amazon's aws-mcp-server lets unauthenticated attackers execute arbitrary code on the host. If you're running MCP servers in an AI agent stack, this requires immediate action.
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