Chip Industry Week In Review
Onsemi to buy Synaptics; IBM's 7Å chip w/40% more SRAM area; 1nm MoS2 nanotubes; AI pressure points; memory updates; $250M CHIPS Act award; trade secret theft; new advanced packaging site; MEMS capacity; humanoids; earnings.
Chip Industry Week In Review
S. Korea goes All In on AI; new Dresden power fab; Intel expansion; GM secures memory supply; AI power management funding; mature-node foundry capacity; 300mm fab equipment; McKinsey's map of strategic IC supply; security threats; AI burnout.
Chip Industry Week In Review
Intel's expansion; Cadence AI super agent for PCB, advanced packaging; photonics fab wars; earlier Yongin fab; German funding; new CHIPS Act award; HBM standard; Quadric funding; AMS acquisition; earnings; Rapidus teams up.
Startup Funding: Q2 2026
Plenty of cash for AI and its enablers; 80 startups raise over $6B.
Data Center AI Growth Faces Challenging Bottlenecks
Will AI growth grind to a halt due to bottlenecks?
Startup Funding: Q1 2026
Massive rounds for AI, EDA, and manufacturing; 80 startups raise $8.4B.
All AI Data Center Interconnects Will Be Optical Within 5 Years
InP and SiPho join CMOS as critical technologies. Lasers, CPO and OCS will be everywhere (indium phosphide, silicon photonics, co-packaged optics, optical circuit switch).
The Sub-2nm Paradox
Reducing variation in manufacturing, monitoring behavior over time, and targeting specific workloads can have a big impact on power, performance, and area/cost.
TSMC Tech Symposium 2026, By The Numbers
Foundry rolls out aggressive new roadmap, focusing on area, power, and latency.
When Semiconductor Materials Misbehave
The gap between lab performance and fab reality is growing wider as packages grow more complex.
Silicon Photonics Lights The Way To More Efficient Data Centers
Optical is the future, but getting there is harder than it looks.
TSV Complexity Leads To Manufacturing Bottleneck
Creating through-silicon vias is a necessary but daunting challenge.
AI Growing Impact On Chip Design And EDA Tools
Demand for faster design and more automation grows from key customers.
