Startup Funding: Q4 2025


The promise of AI dominated the last quarter of 2025. Investors were eager to claim stakes in both brand-new startups and more established companies developing AI-specific hardware, primarily for data centers, with over $1 billion alone flowing into the sector. The largest round of the quarter went to a new entrant aiming to fundamentally change how AI compute is performed, while two in-memory ... » read more

How And Why To Optimize NPUs


Experts At The Table: AI/ML are driving a steep ramp in neural processing unit (NPU) design activity for everything from data centers to edge devices such as PCs and smartphones.  Semiconductor Engineering sat down with Jason Lawley, director of product marketing, AI IP at Cadence; Sharad Chole, chief scientist and co-founder at Expedera; Steve Roddy, chief marketing officer at Quadric; Steven... » read more

Liquid Cooling Gains Traction In Data Centers


All electronics generate heat, and that heat must be removed to ensure those electronics don’t overheat. Moving air has been the predominant approach for decades, with liquid cooling limited to particularly intense computing workloads, largely in the supercomputing domain. With the rise in AI, data-center power density has grown to the point where liquid cooling is now seeing a larger buil... » read more

Will 2026 Be Dominated By AI?


Many opportunities and problems became highly interlinked in 2025, fueled by the historic growth in everything AI. But how close are we coming to breaking points, and what are people doing to mitigate them? That is the story that will unfold this year. AI's penetration into an increasing number of workloads is placing almost quadratic demands on compute, memory, interconnect, and the archite... » read more

Wafer Probe Struggles To Adapt To Multi-Die Assemblies


Wafer probe, one of the key processes for ensuring reliability in semiconductor manufacturing, is becoming increasingly unreliable in multi-die assemblies and at leading-edge nodes. For much of the semiconductor industry’s history, wafer probe occupied a stable, largely uncontested role in manufacturing. It was understood as a screening step, an electrical checkpoint to identify failing de... » read more

Secure Data Sharing Becoming Critical For Chip Manufacturing


Semiconductor companies increasingly need to share data to solve problems faster, boost yield, and trace the root cause of failed devices. But to make that work, companies need assurances that their data will be secure, free from data leaks that could result in the loss of valuable IP. Data sharing is becoming critical at leading device nodes, where process variability is starting to consume... » read more

HBM4 Sticks With Microbumps, Postponing Hybrid Bonding


The next generation of high-bandwidth memory, HBM4, was widely expected to require hybrid bonding to unlock a 16-high memory stack. A JEDEC move made that unnecessary with this generation, but it’s merely a postponement, not a cancellation. HBM has been in high demand for AI in data centers — especially for training. Data movement dominates energy consumption, and high-bandwidth memories... » read more

Is End-To-End Security Possible?


Looming financial penalties for data breaches are forcing chipmakers to confront end-to-end security, an increasingly complex and daunting problem because no single company controls all the pieces anymore. This is especially apparent in multi-die assemblies, in use today in data centers, and under consideration in automotive and other applications. Multiple chiplets can push performance well... » read more

Automotive Outlook: 2026


The automotive industry stands at a crossroads entering 2026, facing a complex interplay of global tariffs, evolving electric vehicle (EV) dynamics, and the infusion of AI into just about everything. As manufacturers and suppliers navigate recent financing shifts and regulatory changes, they also must address consumer concerns over EV affordability and range, OEM concerns over when to develo... » read more

Security Threats Converge On IoT, Industrial ICs, Physical AI


Devices in a broad range of edge AI applications are increasingly at risk of hacking or tampering, with the stakes varying greatly depending on how much the device can impact and interact with human life. Design methods and protection techniques must now be included up front in the design cycle for optimal protection of consumers and companies as the quantum threat looms. In today’s factor... » read more

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