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The Future of AI Hardware: How Chiplets and Silicon Photonics Are Breaking Performance Barriers
As AI computing demands soar beyond the limits of traditional semiconductor technology, heterogeneous integration (HI) and Silicon Photonics are emerging as the next frontier in advanced packaging. The shift toward chiplet-based architectures, Co-Packaged Optics...
EUV’s Future Looks Even Brighter
Demand for AI chips is growing exponentially, but costs and complexity limit the technology to a handful of companies. The explosive demand for AI chips is pushing semiconductor manufacturing to its limits, with extreme ultraviolet (EUV) lithography emerging as the...
Is an Intel-Global Foundries Merger in the Works?
Speculation is swirling around Thomas Caulfield’s unexpected move from CEO to executive chair at GlobalFoundries, fueling rumors that he could be in line to replace Pat Gelsinger as Intel’s permanent CEO—or even lead a merger between the two companies. The timing of...
The top 6 foundries in the world by revenue share
Taiwan Semiconductor Manufacturing Company (TSMC) continues dominating the global chip foundry industry, holding a 62% revenue share in 2024, with a staggering 92% control over advanced AI chip production. The entire foundry market generated $131.7 billion last year,...
Unraveling the Growing Mystery of AI Models Creating Their Own Language
AI models have developed their own shorthand-like language in multiple instances, including Facebook’s 2017 chatbot experiment and Microsoft’s 2024 “Droidspeak” project, highlighting how AI systems optimize communication for efficiency. In a recent case, two AI models...
AI-Native Companies Are Growing Fast and Doing Things Differently
Unlike established companies, these startups take AI as the starting point AI-native startups aren’t just integrating AI into existing workflows—they’re building businesses from the ground up with AI as their foundation. "AI-native" refers to companies built around AI...
AI Will Someday Enable 100 Years Of Science To Happen In 1 Year: OpenAI CEO Sam Altman
OpenAI CEO Sam Altman predicts that AI will enable 100 years of scientific progress in just one year, dramatically accelerating breakthroughs in medicine, climate solutions, and technological advancements. His vision aligns with Anthropic CEO Dario Amodei, who...
Honeywell to Break Up in Bid to Re-Create Some GE Magic
Honeywell has announced a three-way breakup, separating its aerospace and automation divisions while planning to spin off its advanced-materials unit. The move follows pressure from activist investor Elliott Investment Management and echoes GE’s successful...
China’s Factories Are Drowning in Debt—And Trump’s Trade War Just Made It Worse
Overcapacity and weak demand hit profits at more Chinese companies China’s industrial sector is bleeding cash as overcapacity, weak demand, and plunging profits create a financial squeeze. Nearly a quarter of Chinese A-share companies, publicly traded firms on China's...
OpenAI’s Deep Research smashes records for the world’s hardest AI exam
OpenAI’s new AI agent, Deep Research, has shattered previous records on “Humanity’s Last Exam”, the world’s hardest AI reasoning benchmark, achieving an unprecedented 26.6% accuracy—a 183% improvement in just two weeks. Humanity’s Last Exam is designed to be nearly...
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