CPO Will Dominate Scale-Up: Link Budgets For dB And $ Are Key


In the next five years, scale-up interconnects will transition from copper to optical interconnects — primarily co-packaged optics (CPO), with some near-packaged optics (NPO), and perhaps some vertical-cavitity-surface-emitting lasers (VCSELs). The demand for AI has become visibly real with Anthropic hitting a $47 billion annual run rate, followed closely by OpenAI and Google Gemini. Anthr... » read more

The Growing Need For Collaboration Across The Semiconductor Industry


Abstract: AI-driven collaboration is becoming essential for the semiconductor industry to manage its increasingly complex global supply chain. This new model facilitates real-time data sharing and multi-party orchestration, moving beyond conventional, crisis-driven interactions. By leveraging a secure data infrastructure, automated orchestration, and AI agents, companies can automate busines... » read more

New Standardized Semiconductor Cybersecurity Assessment (SSCA) Strengthens Security And Collaboration Across Global Supply Chain


The SEMI Semiconductor Manufacturing Cybersecurity Consortium (SMCC) Work Group 3 (Supply Chain Cybersecurity) just released a major work product that will have a significant and lasting positive impact on the industry: the “Standardized Semiconductor Cyber Assessment (SSCA)” questionnaire. Creating a common security assessment process for device makers, equipment suppliers, software s... » read more

The Future Of Semiconductor Manufacturing: How AI And Industry Collaboration Are Reshaping The Value Chain


The semiconductor industry stands at an inflection point. As Moore's Law scaling becomes increasingly challenging and system complexity explodes through advanced packaging and chiplet-based architectures, the traditional siloed approach to manufacturing must give way to an unprecedented level of industry collaboration. This transformation, driven by the convergence of artificial intelligence, c... » read more

Operational Cybersecurity and Supply Chain Risks Across the AI Lifecycle (Sandia National Labs)


A new technical paper titled "Surveying the Operational Cybersecurity and Supply Chain Threat Landscape when Developing and Deploying AI Systems" was published by researchers at Sandia National Labs. Abstract "The rise of AI has transformed the software and hardware landscape, enabling powerful capabilities through specialized infrastructures, large-scale data storage, and advanced hardware... » read more

Secure Data Sharing To Promote Collaboration


As the semiconductor industry evolves toward a $1-trillion revenue milestone by 2030, fueled largely by AI applications, its challenges have magnified—a globalized supply chain, increasingly complex chip architectures and mounting cybersecurity demands. Assessing how data collaboration occurs within the ecosystem is essential, while secure data collaboration facilitated by cutting-edge pla... » read more

Critical Minerals Due Diligence And The Semiconductor Supply Chain


“Critical minerals our world needs for electric vehicles and semiconductors can be found here. Clean energy we need to power artificial intelligence data centers and economic growth can be built here.”[1] This statement was made by former US President Joseph Biden during his visit to Angola in December 2024 to support a US-funded railroad project called the Lobito Corridor. The railroad wou... » read more

Upcoming Challenges And Changes In Semiconductor Materials


Semiconductor Engineering sat down with Dan Brewer and Srikanth Kommu, co-CEOs at Brewer Science, to talk about current and future changes in materials used in semiconductor manufacturing and adjacent markets. What follows are excerpts of that conversation. SE: What was behind the decision to have co-CEOs instead of just one? Brewer: We see a lot of value to having multiple perspectives b... » read more

Automotive OEMs Face Multiple Technology Adoption Challenges


Experts At The Table: The automotive ecosystem is in the midst of significant change. OEMs and tiered providers are grappling with how to deal with legacy technology while incorporating ever-increasing levels of autonomy, electrification, and software-defined vehicle concepts, just to name a few. Semiconductor Engineering sat down to discuss these and other related issues with Wayne Lyons, seni... » read more

SLM Evolves Into Critical Aspect Of Chip Design And Operation


Silicon lifecycle management has evolved greatly in the past five years, moving from novel concept to a key part of design flows at industry leaders such as NVIDIA, Amazon Web Services, Ericsson, and others. Along with becoming a major focus for companies developing semiconductors, the use cases have expanded. While initially focused on post-silicon insights, SLM has expanded to cover the en... » read more

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