Semiconductor Manufacturing
Articles (8)
Europe Formalizes Advanced Materials Strategy but Doesn't Name the Substrates Its Fabs Actually Need
The GCSA produced principles, not production targets. The Advanced Materials Act decides whether European fabs get domestic substrates.
HFAC Clears 16-Bill Chip Export Package on 150-Day Allied Clock
Sixteen bills cleared, silicon-level verification on deck, and an industry that hasn't spoken.
Vera Rubin's Memory Stack Is Korean. How Three Vendors Got There Tells You Why It Will Stay That Way.
Samsung, SK hynix, and Micron converged on SOCAMM2 mass production within six weeks for NVIDIA's Vera Rubin. Korean suppliers now control both memory tiers.
NVIDIA's $4 Billion Photonics Bet Is an Admission: The AI Buildout Has a Materials Problem
NVIDIA's $4B investment in Lumentum and Coherent signals indium phosphide scarcity and power equipment lead times are gating $2.52T AI spending forecast.
IBM's Arm Partnership Bets on Dual-Architecture Enterprise AI — But the Benchmarks Aren't There Yet
IBM's Arm collaboration introduces Telum II and Spyre for enterprise AI, but lacks benchmarks, named customers, and CUDA compatibility disclosure.
Chiplets in 2026: from architecture slides to production silicon
The Chiplet Summit marked the transition from "chiplets as concept" to "chiplets as product." The winners won't be the ones with the best silicon. They'll be the ones with the best software and the deepest packaging ecosystem.
Electro-optic polymers hit the foundry: the materials battle for next-gen photonic interconnects
Lightwave Logic's deal with Tower Semiconductor puts polymer modulators into production silicon photonics. Meanwhile, III-V compounds are pushing 400G per lane. The fight to replace silicon's optical limitations is getting real.
IonQ's $100 million milestone and the vertical integration gambit
The first pure-play quantum computing company to cross $100M in annual revenue just spent $1.8 billion acquiring a semiconductor foundry. That tells you where quantum is heading.