by Jeffrey Cooper | Feb 20, 2025 | Semiconductors
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...
by Jeffrey Cooper | Feb 14, 2025 | Semiconductors
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...
by Jeffrey Cooper | Feb 14, 2025 | Semiconductors
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,...
by Jeffrey Cooper | Feb 6, 2025 | Semiconductors
Intel is set to receive ASML’s first EXE:5200 high-NA EUV system in the coming months, marking a major step toward high-NA volume production by 2026. The EXE:5200 is ASML’s first high-NA EUV production system, marking the transition from R&D to high-volume...
by Jeffrey Cooper | Feb 4, 2025 | Semiconductors
Options for how to build systems increase, but so do integration issues. The shift from monolithic SoCs (System-on-Chips) to chiplet-based architectures is rapidly transforming semiconductor design, offering new levels of customization, power efficiency, and...
by Jeffrey Cooper | Feb 4, 2025 | Semiconductors
TSMC is doubling down on semiconductor innovation, setting its sights on 1nm production by 2030 with a new state-of-the-art facility in Tainan, Taiwan. Dubbed “Fab 25,” the site will house six production lines for 12-inch wafers, reinforcing Taiwan’s...
