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The Industry Challenge: AI Is Forcing Semiconductor Innovation Beyond the Chip

The Industry Challenge: AI Is Forcing Semiconductor Innovation Beyond the Chip
by Kalar Rajendiran on 10-20-2026 at 10:00 am

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The bottlenecks are becoming interconnected

Artificial intelligence is changing what the semiconductor industry must deliver. As AI models grow and applications expand, the challenge is no longer simply to make individual chips faster or more efficient. It is to build complete computing systems that can deliver greater… Read More


Who Gets to Move the Recipe? How Autonomous Agents Earn Decision Authority in the Fab

Who Gets to Move the Recipe? How Autonomous Agents Earn Decision Authority in the Fab
by Admin on 10-20-2026 at 8:00 am

featured who gets to move the recipe

by Ajay Kumar Govindaram

There’s a question I’ve started asking at every agentic AI demo I sit through, and it has a clean answer in every fab on earth: who is allowed to change the recipe? In a semiconductor factory, that was settled decades ago. A person doesn’t touch a production recipe because they feel confident.… Read More


Smoothing the Quantum Path: ASML and Xanadu Target Photon Loss

Smoothing the Quantum Path: ASML and Xanadu Target Photon Loss
by Daniel Nenni on 10-20-2026 at 6:00 am

ASML and Xanadu Target Photon Loss

ASML’s decision to collaborate with Xanadu targets one of photonic quantum computing’s most unforgiving engineering constraints: photon loss. The companies will investigate advanced lithography processes for Xanadu’s photonic quantum hardware, focusing on whether tighter patterning control can suppress loss mechanisms… Read More


Sir Arthur C. Clarke Deserves a Nobel Prize

Sir Arthur C. Clarke Deserves a Nobel Prize
by Daniel Nenni on 10-19-2026 at 6:00 pm

Silicon Catalyst Forum Nov 2026 IIII

By Richard Curtin

Ever since the Silicon Catalyst 2023 Semiconductor Industry Forum (“Welcome to our AI Wonderland”) I’ve been convinced that the Nobel Prize committee needs to consider awarding a posthumous award to Sir Arthur.

To remind you, Sir Arthur’s “2001: A Space Odyssey” movie was released in 1968. At that point in time… Read More


Moving Beyond AI-Assisted Design – Agentrys Shows the Way with Agentic Loop Engineering

Moving Beyond AI-Assisted Design – Agentrys Shows the Way with Agentic Loop Engineering
by Mike Gianfagna on 10-19-2026 at 10:00 am

Agentic Loops, Autonomous Chip Design

At Hot Chips 2026, OpenAI presented Jalapeño, an inference ASIC built with AI in the design loop. As reported from the session by ServeTheHome and Tom’s Hardware, OpenAI showed measured block-level wins over a human baseline — 56% on a BF16 multiply, alongside a 10% smaller matrix-unit area — within a roughly nine-month path from… Read More


Rethinking Phase Jitter: An Algorithmic Approach to Signal Integrity

Rethinking Phase Jitter: An Algorithmic Approach to Signal Integrity
by Admin on 10-19-2026 at 8:00 am

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Byline: Richard Shreiner

​Modern semiconductor architectures are pushing the absolute limits of physical scaling. As data rates climb into sub-picosecond regimes across high-performance computing, 5G/6G infrastructure, and advanced AI clusters, physical layer (Layer 1) signal integrity has shifted from an engineering… Read More


Siemens and NVIDIA Accelerate Lithography for Next-Generation AI Chips

Siemens and NVIDIA Accelerate Lithography for Next-Generation AI Chips
by Daniel Nenni on 10-19-2026 at 6:00 am

Accelerating Lithography for AI Chips

Siemens has announced advances in its collaboration with NVIDIA to accelerate computational lithography, addressing a demanding step in manufacturing advanced AI semiconductors. By integrating NVIDIA’s cuLitho library with Siemens Calibre manufacturing software, the companies aim to make sophisticated photomask optimization… Read More


CEO Interview with Francisco Almada Lobo of Critical Manufacturing

CEO Interview with Francisco Almada Lobo of Critical Manufacturing
by Daniel Nenni on 10-18-2026 at 10:00 am

Industrial AI in semiconductor manufacturing

Francisco Almada Lobo is CEO and co-founder of Critical Manufacturing. He began his career at a CIM research institute and joined Siemens Semiconductors in 1997. In 2004 he led the migration of an MES in a running high-volume facility, and from 2005 to 2009 he managed the Porto Development Center for Infineon and Qimonda, responsible… Read More


Maskless EUV Lithography: An Alternative to E-Beam

Maskless EUV Lithography: An Alternative to E-Beam
by Admin on 10-18-2026 at 8:00 am

Maskless EUV Lithography An Alternative to E Beam

Semiconductor manufacturing depends on lithography: the process of transferring tiny circuit patterns onto a silicon wafer. Conventional extreme-ultraviolet (EUV) lithography projects light with a wavelength of 13.5 nanometers through a reflective optical system, using a custom photomask to define each layer. It can … Read More


CEO Interview with Dr. Raj Talluri of Kulicke & Soffa

CEO Interview with Dr. Raj Talluri of Kulicke & Soffa
by Daniel Nenni on 10-18-2026 at 6:00 am

Connecting the Future of Chips

Dr. Talluri joined K&S in August 2026 as a member of the Board and assumed the role of President and Chief Executive Officer of K&S in September 2026. Prior to joining K&S, Dr. Talluri served as President, Chief Executive Officer and a member of the Board of Directors at Enovix Corporation, a Nasdaq-listed advanced … Read More