From an analytical perspective, the first calendar week of 2026, including the recent public holidays, represents a structurally exceptional situation and is only suitable to a limited extent for a classic LeakWatch analysis based on the usual pattern of individual incidents, actors and damage totals. The reason for this is not a lack of security-related […]

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MSI is back in the extreme overclocking segment with brute force. The first sighting of the MSI GeForce RTX 5090 Lightning Z OCER is less a graphics card than a demonstration of power. Initial images and benchmarks show that MSI is not focusing on efficiency with this card, but uncompromisingly on electrical and thermal resilience. […]

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The Taiwanese semiconductor manufacturer TSMC is at the center of an official investigation after sensitive company documents were allegedly found during a search at the home of a former senior manager. The person concerned, Dr. Wei-Jen Lo, previously held a position of responsibility at TSMC and has since moved to Intel. The case has attracted […]

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An incident from the Ukraine war is currently attracting international attention after a portable computer is said to have demonstrably prevented serious injuries. According to the user concerned, an Apple MacBook Air with Apple M1 absorbed a shrapnel that would otherwise have hit the body of a Ukrainian soldier. The statements are based on publicly […]

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The political narrative of the “Made in USA” chip sounds catchy, but economically it is a tightrope act for contract manufacturers. For TSMC, production in the United States means one thing above all: massively rising costs and dramatically shrinking gross margins. Internal calculations and evaluations by SemiAnalysis show that the margins for US-manufactured wafers are […]

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The international memory industry is under considerable pressure at the start of the first quarter of 2026. According to market observations, the already high prices for DRAM and NAND memory are continuing to rise. This is due to persistently high demand, particularly from the AI segment, which is tying up large quantities of high-performance memory […]

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