Semiconductors
Power Infrastructure
Why AI Data Centers Are Trading Silicon for Gallium Nitride Power Semiconductors
5 sources · 3d ago
Explainer
The Mechanics of Transistor Scaling: Comparing Planar, FinFET, and Gate-All-Around Architectures
10 sources · 7d ago
Explainer
World's Largest Chip Packager ASE Raises Quotes by 20%, Signaling a New AI Bottleneck
2 sources · 11d ago
More in Semiconductors
Chip ManufacturingExplainer
TSMC Validates 1.6nm 'A16' Process with Backside Power Delivery, Targeting Q4 Mass Production
Foundry Leadership 40%AI Hardware Designers 35%Consumer Tech Watchers 25%
7 sources · 15d ago
Foundry MarketIndustry Shift
Tesla Selects Intel's 14A Process for Terafab AI Chip, Validating Foundry Pivot
Foundry Optimists 35%Execution Skeptics 35%Vertical Integration Advocates 30%
7 sources · 19d ago
Lithography RoadmapExplainer
Samsung Delays High-NA EUV Adoption to 1nm Node, Will Use Standard EUV for 2nm and 1.4nm
Pragmatic Foundries 45%Early Adopters 30%Equipment Suppliers 25%
6 sources · 23d ago
AI SiliconExplainer
AMD Acquires AI Silicon Pioneer Taalas to Hardwire Models Directly Onto Chips
Heterogeneous Computing Proponents 40%General-Purpose GPU Advocates 35%Edge Computing Developers 25%
5 sources · 31d ago
Chip ManufacturingExplainer
Intel Becomes First to Use ASML's High NA EUV for High-Volume Logic Chip Production
Early Adopters 45%Cost Skeptics 30%Industry Observers 25%
6 sources · 53d ago
Advanced PackagingSupply Chain Shift
TSMC Accelerates CoWoS Output to 200,000 Wafers Monthly to Break AI Chip Bottleneck
Foundry Leaders 40%Hardware Challengers 30%AI Infrastructure Buyers 30%
4 sources · 56d ago
Silicon ScalingExplainer
How IBM's 0.7-Nanometer 'Nanostack' Chip Breaks the Physical Limits of Silicon
Semiconductor Researchers 35%AI Infrastructure Providers 35%Manufacturing Skeptics 30%
2 sources · 62d ago
AI Supply ChainInfrastructure Mega-Project
Samsung and SK Hynix Announce $518 Billion Chipmaking Hub to Meet Global AI Demand
Global AI Supply Chain Analysts 40%National Industrial Planners 35%Infrastructure Skeptics 25%
2 sources · 70d ago
AI Export ControlsPolicy Explainer
US Congress Introduces Bipartisan Bill to Close Cloud Computing Loophole in AI Chip Export Controls
National Security Advocates 40%Cloud Industry Representatives 40%Chinese Tech Sector 20%
5 sources · 72d ago
Advanced PackagingIndustry Shift
Intel Carves Out Advanced Packaging as Independent Division, Appointing Former SK Hynix CEO to Lead Effort
Industry Analysts 40%Technology Press 30%Global Supply Chain Observers 30%
4 sources · 72d ago
Semiconductor TechExplainer
TSMC Begins Volume Production of 2nm GAAFET Chips, Confirming Next-Gen Node Leadership
Leading-Edge Foundries 40%Fabless Innovators 35%Supply Chain Analysts 25%
2 sources · 73d ago
Supply Chain ResiliencyPolicy Decision
US and Taiwan Finalize $500 Billion Trade Deal to Shift Semiconductor Supply Chain to North America
U.S. Policymakers 35%Taiwanese Industry 35%Market & Supply Chain Analysts 30%
5 sources · 67d ago
AI HardwareEconomic Explainer
How the AI Hardware Boom is Rewriting the Economics of Global Supply Chains
Technology Sector Optimists 40%Macroeconomic Realists 30%Supply Chain Analysts 30%
6 sources · 82d ago
Ambient ComputingIndustry Shift
Qualcomm Unveils Reality Elite Chip and Turnkey Toolkit to Power Post-Smartphone AI Wearables
Chip & Hardware Manufacturers 44%Fashion & Lifestyle Brands 33%Consumer Electronics Incumbents 22%
6 sources · 83d ago
Compute MarketsExplainer
The Race to Financialize AI: How Compute is Becoming the New Oil
Financial Exchanges & Market Makers 40%AI Infrastructure Providers 35%Market Skeptics & Analysts 25%
4 sources · 84d ago
Advanced PackagingTech Explainer
How Glass Substrates Are Breaking the AI Chip Packaging Bottleneck
Foundry & IDM Giants 45%Materials & Equipment Innovators 35%Display Manufacturers 20%
4 sources · 87d ago
Export ControlsPolicy Explainer
U.S. Commerce Department Closes Overseas Subsidiary Loophole to Block Chinese Firms' Access to Advanced AI Chips
U.S. National Security Advocates 40%Global Semiconductor Industry 35%Chinese Technology Sector 25%
4 sources · 69d ago
Photonic ChipsExplainer
Chinese Startup Claims Mass Production of Photonic Chips Using Nanoimprint Lithography, Bypassing US Export Controls
Chinese Domestic Industry 35%Western Semiconductor Analysts 35%AI Infrastructure Developers 30%
2 sources · 64d ago
Chip ArchitectureExplainer
The End of the Front-Side Era: How Backside Power Delivery is Saving Moore's Law
Foundry Leaders 40%Process Engineers 30%Fabless Chip Designers 30%
2 sources · 91d ago
EUV LithographyExplainer
ASML Unveils 1000W EUV Light Source, Paving Way for 50% More Chips by 2030
Foundries and Chipmakers 40%Geopolitical and Strategic Analysts 30%Financial Markets 30%
6 sources · 68d ago