Chip Industry Week In Review

2nm; 14A accelerates; memory deal; optimizing EUV output; KGD screening; McKinsey’s auto chips report; HW security exploits; humanoids; H-1B policy; diamonds for heat; Europe’s IC progress; imec’s latest; quantum HW progress towards fault-tolerance.

popularity

Notable deals

  • Cadence and Intel Foundry inked a multi-year agreement to advance design technology co-optimization and create PDKs for Intel Foundry‘s 14A process.
  • Nvidia and SK hynix announced a multi-year partnership to co-develop memory technology for AI infrastructure and physical AI.
  • Teradyne unveiled an integrated test cell solution with TEL that supports known-good device screening for advanced 2.5D and 3D packages.
  • VinRobotics and Infineon will team up on humanoid robots and establish a joint research hub in Hanoi.

Financing

  • Rapidus received an additional ~$943M from Japan’s government to support the transition from R&D to full-scale 2nm manufacturing.
  • PhysicsX raised $300M for its physics AI engineering platform.
  • Broadcom, Apollo, and Blackstone formed a $35B financing platform to support more than 20GW of AI compute deployments, beginning with customized XPU and networking capacity for Anthropic.

Europe’s push

  • The UK government is investing ~US$1.5B in AI as part of its sovereign AI Hardware Plan, funding a new AI supercomputer, advanced AI chips, HW security, and support for British chip startups. It also includes a TechFirst partnership with Arm to expand the UK semiconductor workforce pipeline.
  • AMD plans to invest up to ~$2.7B in the UK over the next five years to support advanced computing, scientific research, and workforce development.
  • The Netherlands is pumping another ~$414M into its Deep Tech Fund to back Dutch startups in chips, quantum, photonics, and related areas.

Assisted/Autonomous driving

  • McKinsey predicts ADAS/AD processing semiconductor revenue will top $46B by 2035, up from $5.6B in 2025, with GenAI reshaping autonomous-driving chips by shifting value toward NPUs, memory bandwidth, low-latency interconnects, advanced packaging, and hyperscale AI infrastructure.

Key reports

  • Omdia reports semiconductor revenue reached $319B in Q1, up 27% sequentially, which is a record. The biggest growth driver was memory, which was up 80% from Q4 2025.
  •  Samsung led Q1 2026 DRAM/HBM with 38% share, followed by SK hynix at 29%, Micron 22%, and CXMT at 8%, reports Counterpoint.

May revenue reports


Quick links to more news:

Global |In-Depth |Reports and Deals | New Technologies | Security | Vehicles, Batteries |Trending Video | ResearchQuantum | Workforce, Education  Events and Webinars


Global

Americas

  • U.S. Senators urged the government to tighten rules so Chinese firms cannot use overseas subsidiaries or front companies to order custom advanced AI chips from contract manufacturers such as TSMC, reports Reuters.
  • The Pentagon added YMTC, CXMT, BYD, and others to its latest list of Chinese military companies, bringing two big Chinese memory makers and an EV/battery giant under closer U.S. scrutiny.

Europe

  • GlobalFoundries and Qualinx demonstrated the first fully European end-to-end chip manufacturing flow at GF’s Dresden fab for security-critical ICs.
  • CEA-Leti is opening up access for the industry to prototype their own optomechanical sensors.
  • The EU formed a €1.5M battery booster facility.
  • Quantix Edge Security is planning a new site in Murcia, Spain.

Asia

  • Applied Materials expanded its Singapore manufacturing/R&D facilities.
  • AEIM opened an LED chip-on-board packaging and memory assembly site in Singapore.
  • LG Innotek is expanding its IC substrate factory to Hai Phong, Vietnam, targeted for completion in May 2027.

In-Depth

Semiconductor Engineering published two newsletters this week, including one special report and five other in-depth articles:

Low Power-High Performance:

Test, Measurement and Analytics:

Plus:


Reports and Deals

More deals, launches

  • Infineon will supply its SiC power modules for Siemens’ data center circuit breakers to improve power density, efficiency, reliability, and protection.
  • Openchip selected Baya Systemsdata-movement platform and NoC technology for its next-gen RISC-V multi-chiplet systems.
  • GE Aerospace and Wolfspeed inked a deal to jointly determine standard high-voltage SiC power module formats for solid-state transformers, industrial electrification, and aerospace & defense.

M&A

  • Celera Semi acquired SiliconGate, an analog IC design services provider.
  • QBit, which makes image processing SoCs with motion control, acquired a 60% stake in ASIC design services provider SinChip Technology.

Fundings

  • NTT, SK and partners announced plans for a ~$500M IOWN AI Fund, aimed at photonics, AI processors, chiplets, 3D packaging, power optimization, and distributed AI infrastructure.
  • Silicon Box raised ~$78M in debt for its chiplet and panel-level advanced packaging.

Market reports

Opinions


New Technologies

Si2 released AI for EDA Ontology, which provides an example ontology, plus use cases, to enable EDA agentic system experimentation.

Arm and Sumo Digital made a mobile game to showcase GPU neural graphics technology.

Imec introduced a narrowband receiver chip that is compliant with the IEEE 802.15.4ab UWB standard. The research house also announced that it is laser-bonding III-V chiplets on RF silicon interposers.

Qnity Electronics added multi-role copper and dry film photo-imageable dielectric material solutions for organic interposer applications. Qnity also released CMP pads with improved defect control and extended lifetime.

Lotus Microsystems uncorked a vertical power delivery and thermal management platform for AI accelerators that sits beneath the processor.

Innosilicon debuted UALink IP with a single-lane 112G/224G PHY.

Harry Levinson of HJL Lithography looked at how photomasks became critical to the chip industry, tracing lithography’s evolution and explaining why today’s mask-making must be nearly flawless.

Sony Semiconductor will offer an X-ray CMOS image sensor for inspection and measurement, claiming a maximum 26,100 fps high-speed imaging and low noise.

Adoptions

  • Jack Technology will use Siemens’ new industrial AI orchestration SW, Intelligence Center X, to support humanoid robotics and industrial AI for its manufacturing operations.
  • Supermicro announced a line of new AI data center servers using Arm’s AGI CPU.
  • Keysight joined Siemens EDA’s partner program, providing access to its AI-driven test automation solution to validate digital engineering and PLM environments.

Research

U. of Osaka researchers used simulations to optimize tin-plasma EUV lithography sources, finding that mid-infrared solid-state lasers could improve conversion efficiency and help make future EUV systems smaller and more efficient.

A Georgia Tech-led research team showed that oxide-channel FeFETs can survive annealing up to 650°C (1,202°F), an important step toward eNVM compatibility with 3D NAND manufacturing.

Caltech showed off stretchable bioelectronics, which use liquid-metal conductors, carbon nanotube electrodes, and printable sensor platforms to maintain stable electrical and electrochemical performance on moving skin and organs.

MIT-led researchers integrated GaN dielets into a single-crystal diamond interposer amplifier and found “the diamond acts as a heat spreader that normalizes the temperature and allows the transistors to approach peak performance without reducing reliability.”

DARPA’s THREADS program demonstrated a ~5x increase in RF system power density, which could roughly double radar range.

More technical papers


Security

ETH Zurich researchers said they exploited a vulnerability in AMD’s confidential computing for a third time, suggesting hardware interconnects are an attack surface that needs more attention.

Lumen’s Black Lotus Labs reported a resurgence of the JDY botnet, a China-linked network of compromised small/home office routers and IoT devices used to scan, fingerprint, and map exposed services for rapid follow-on exploitation.

UofM’s Todd Austin is making his Simon cipher library open source, including SystemVerilog implementations of the Simon Cipher, plus a test suite and fuzzer.

ETH Zurich, CISPA, and Inria presented a “new DRAM access pattern that can amplify DRAM read disturbance by asymmetrically extending the open time of two aggressor rows. “

Check Point warned that attackers are actively exploiting CVE-2026-50751, a critical VPN authentication-bypass flaw affecting certain Remote Access VPN, Mobile Access, and Spark Firewall deployments.

Microsoft issued a bunch of June security updates, including Windows Secure Boot, UEFI, BitLocker, Hyper-V, Bluetooth, and kernel components.

CISA shortened remediation deadlines by federal agencies for the most critical vulnerabilities to three days, citing concerns that AI is accelerating the speed at which attackers can exploit newly disclosed flaws.


Fig. 1: CISA’s remediation timelines

Find all of the latest CISA alerts here, including an update for the Cisco Catalyst SD-WAN.

Security technical papers


Vehicles, Batteries

Autonomous/assisted driving and drones

EVs and batteries

Vehicle research


1 Megawatt Racks In Data Centers: A look inside the next-generation AI server rack.

The demand for performance in an AI data center is causing a huge spike in the amount of power being consumed. This tech talk looks at the unprecedented changes underway to enable faster training and inferencing, and the collection of new technologies needed to make this all work, from 3.5D and 3D-ICs to the disaggregation of memory into tiered structures.


Workforce, Education

U. of Florida is now offering a Preparing the Autistic Population Toward Hardware Security (PATHS) program, offering handson training, resume help, and one-on-one mentorships for neurodivergent students, with a goal of eventually offering full-time roles in the IC industry.

H-1B policy is becoming a major battleground for U.S. talent, innovation, universities and technology competitiveness. Hoover Institution‘s high-skilled immigration briefing argues that tighter H-1B and student-visa rules risk pushing AI, STEM, and startup talent overseas. Also this week, a federal court ruling struck down the Trump administration’s $100K fee on new H-1B petitions, calling it an unlawful tax.

Siemens and ABB are leading a Careers Electric Coalition to scale the US electric workforce development.

Meta is launching America’s Workforce Academy, a $115M free training program for AI data center jobs.


Quantum

Alice & Bob introduced its first complete quantum computing system, which is upgradable and can create a logical qubit from as few as 18 physical qubits. It also proposed a framework to benchmark logical qubits and evaluate performance across hardware modalities.

SQC received an additional ~$28M for high-precision silicon quantum chip.

IQM proposed a quantum error-correcting code that it says lowers logical error rates while requiring fewer physical qubits.


Events and Webinars

Upcoming webinars are here, including:

Find upcoming chip industry events here, including:

EVENTS Date Location
IEEE/JSAP Symposium on VLSI Technology and Circuits June 14 – 18 Honolulu + Virtual
Siemens EDA IC Forum Europe June 16- 17 Dresden June 16; Eindhoven June 17
Automotive Electronics Congress June 16 – 17 Ludwigsburg, Germany
3D & Systems Summit June 17 – 19 Dresden, Germany
Scaling DRAM Technology to Meet Future Demands: System Challenges and Opportunities June 27 Raleigh, North Carolina
International Symposium on Computer Architecture (ISCA) June 27 – Jul 1 Raleigh, North Carolina
ALD/ALE 2026: Atomic Layer Deposition and Atomic Layer Etching June 28 – Jul 1 Tampa, Florida
International Conference on Synthesis, Modeling, Analysis and Simulation Methods, and Applications to Circuit Design (SMACD) June 29 – Jul 2 Dresden, Germany
SEMI Advanced Packaging Summit Jul 15 South Korea
ITC India: International Test Conference Jul 19 – 21 BENGALURU
The Chips to Systems Conference (DAC) Jul 26 – 29 Long Beach, CA
Find all events here.



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