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Huawei challenges Moore’s Law and ASML
Scott Foster examines Huawei’s new Tau Scaling Law and LogicFolding architecture, which seek to bypass the limits of Moore’s Law and reduce reliance on advanced lithography. The effort reflects China’s broader push to achieve leading-edge semiconductor performance through system-level innovation rather than manufacturing scale alone.

Germany’s welfare state is outgrowing its economy
Diego Faßnacht argues that Germany’s modest growth is being overwhelmed by rapidly rising social expenditures driven by demographics, labor-market weakness and an aging population, creating a structural fiscal squeeze that is increasingly becoming a source of political instability.

Moscow wrestles with its war strategy as peace process falters
James Davis reports that battlefield escalation, stalled negotiations and mounting domestic debate are deepening divisions within Russia over the future course of the Ukraine war, with business-oriented voices favoring compromise while hardliners push for a more forceful strategy against Ukraine and its Western backers.