Topic

#semiconductors

4 articles tagged “semiconductors”.

a close up of a computer chip on a printed circuit board

Chips Pivot to Edge Architecture and Alternative Scaling as Miniaturization Hits Limits

As classical miniaturization hits atomic and lithographic walls, the chip industry is splintering into specialized niches and alternative scaling frameworks. The winners will sell performance per watt, not future node leaps.

May 26, 20262 min read

AI & ML

In the AI Boom, the Margin Lives in the Middle

The companies selling compute and chips into the AI race capture the steadiest profit. In a gold rush, the reliable money is in picks and shovels.

May 25, 20262 min read

Technology

Huawei can't make smaller transistors. So it's redefining what 'scaling' means.

Barred from EUV lithography, Huawei unveiled a 'Tau' scaling law and a LogicFolding architecture that target 1.4nm-equivalent performance by 2031 — a bet on optimizing time and wiring instead of shrinking the transistor. Sovereignty engineering, turning a constraint into a thesis.

May 25, 20263 min read

Technology

America bets ~$2 billion on its first quantum chip foundry — and hands IBM the keys

IBM and the US Commerce Department are building Anderon, America's first pure-play quantum wafer foundry, in Albany — $1B of IBM cash plus a proposed $1B CHIPS award. It's industrial policy for the post-GPU era: own the fab before the market exists.

May 25, 20263 min read