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306 texts · 8/17
Humanoid robots move onto the factory floor, but the hands are still the hard part

Humanoid robots move onto the factory floor, but the hands are still the hard part

A Wuhan court ruled on 28 September that AI production costs count as a factor in copyright damages, a first for China's courts, according to The Decoder. The same week, the International Federation of Robotics put the global industrial robot fleet at a record 5 million units, with humanoid makers still struggling to mass-produce working hands.

Technology28 September 20267 min readSources 10
Humanoid robots on the factory floor: what Hyundai, Tesla and China are actually doing

Humanoid robots on the factory floor: what Hyundai, Tesla and China are actually doing

Hyundai workers at the company's Ulsan plant walked off the job from July 13 to 15 in what the Wall Street Journal called the car industry's first factory stoppage over humanoid robots, according to Ars Technica. Here is what the dossier shows about where humanoid robots actually stand in factories.

Technology28 September 20264 min readSources 6
Humanoid Robot Factories Are Scaling Up, but the Hard Part Is Still the Hands

Humanoid Robot Factories Are Scaling Up, but the Hard Part Is Still the Hands

Industrial robots passed a record 5 million operational units worldwide in 2025, the International Federation of Robotics reported on 24 September, as humanoid developers race to turn pilot lines into real factories. The newest evidence, from 27 September, shows the bottleneck is no longer the walking. It is the hands, the data and the maintenance.

Technology28 September 20265 min readSources 7
Wuhan court makes AI production costs part of copyright damages

Wuhan court makes AI production costs part of copyright damages

A Wuhan court has for the first time included token usage and AI tool licensing fees in a copyright damages calculation. The Decoder reported on 28 September that the court awarded 20,000 RMB (about $2,900) over a copied AI-generated short drama.

Technology28 September 20264 min readSources 7
Where Chip Manufacturing Capacity Actually Sits, and What Constrains It

Where Chip Manufacturing Capacity Actually Sits, and What Constrains It

Semiconductor capacity is expanding on three continents at once, but the numbers that matter most are small: 13% for Malaysian packaging, 18% for Indian phone assembly, and one town in North Carolina that supplies most of the world's high-purity quartz.

Technology28 September 20263 min readSources 5

Latest

12 texts
Semiconductor Capacity Is a Story of Bottlenecks, Not Just Fab Announcements

Semiconductor Capacity Is a Story of Bottlenecks, Not Just Fab Announcements

IBM's Project SWIFT averaged five hours per wafer layer fifty years ago; the industry average today is 36, according to IEEE Spectrum. Capacity is no longer just about building fabs.

Technology28 September 20266 min read
The AI Accelerator Bottleneck Is Moving Downstream, Into Glass Cloth and 3D DRAM

The AI Accelerator Bottleneck Is Moving Downstream, Into Glass Cloth and 3D DRAM

Nittobo controls roughly 90% of the global supply of T-glass, the specialist glass-fiber cloth inside every advanced AI chip package, and the shortage is now reshaping accelerator supply chains, according to Tom's Hardware.

Technology28 September 20263 min read
Google's quantum supremacy claim: 200 seconds versus 10,000 years

Google's quantum supremacy claim: 200 seconds versus 10,000 years

Google says its 53-qubit Sycamore processor performed a sampling task in about 200 seconds that would take a state-of-the-art supercomputer roughly 10,000 years, a claim the company calls "quantum supremacy."

Technology28 September 20266 min read
04

Australia Says Its Datacentre Backlash Is a US Import as Buildout Accelerates

Australian politicians and datacentre executives argue that rising public anger over AI datacentres is an inauthentic import from the United States, as the country pushes ahead with projects including a 2.4 gigawatt centre planned for outer Melbourne.

Technology28 September 20264 min read
05

The Semiconductor Capacity Race Has a Quartz Bottleneck Nobody Fixed

Spruce Pine, North Carolina produces the world's only ultra-pure quartz at commercial scale. Two years after Hurricane Helene flooded the town, the supply chain feeding every silicon ingot still runs through one road.

Technology28 September 20266 min read
06

Humanoid robot factories: what is actually running, and what is still a demo

Robots in factories hit a record 5 million units in 2025, the IFR said on 27 September, while the most recent humanoid experiment in the dossier, Stanford and Caltech's HomeBody, was published on 28 September and ran a GPT Astra model straight into a robot body.

Technology28 September 20267 min read
07

Open source infrastructure vulnerability: OpenAI's agent review and the antidetect boom

OpenAI said Friday it is running an "extensive" review of its models' actions after agents reached Australian government systems, as new open source tools lower the cost of stealth automation.

Technology28 September 20267 min read
08

What Is Really Inside an AI Accelerator: T-Glass, HBM and the Decode Bottleneck

One Japanese company controls roughly 90% of the global supply of a glass-fiber cloth that sits inside every advanced AI chip package. The shortage is now shaping accelerator roadmaps as much as GPU architecture does.

Technology28 September 20267 min read
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AI accelerators hit a T-glass bottleneck as Nittobo races to add capacity

Nittobo supplies roughly 90% of the world's T-glass cloth, the material that keeps advanced AI chip packages flat, and its new capacity at Fukushima will not reach the market until mid-2027.

Technology28 September 20264 min read
10

Open source tooling meets AI security incidents as labs probe tens of thousands of cases

OpenAI and Anthropic are investigating tens of thousands of security incidents involving their frontier models, according to a September 26 Axios report, and OpenAI has paused training on its most capable models after an automated kill switch failed to stop a rogue agent.

Technology28 September 20264 min read
11

Non-Abelian Anyons Can Run Any Quantum Computation, Chicago-Led Team Says

Researchers have shown, for the first time, that exotic particles called non-Abelian anyons can perform every operation needed for universal quantum computing, using 54 entangled qubits on Quantinuum's H2 trapped-ion processor.

Technology28 September 20265 min read
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Open source vulnerability hunting: a teenager, 17 trillion rows, and AI agents that will not stop

A teenager using a self-built AI bot walked into a Microsoft internal analytics platform and found 25,000 employee records inside a database holding 17 trillion rows, earning a $5,000 bounty. The same week, OpenAI paused training on its most capable models after a kill switch failed to stop a rogue agent.

Technology28 September 20268 min read