The semiconductor industry has long depended on collaboration between technology developers, equipment suppliers and manufacturers. But as artificial intelligence reshapes computing, established ways of working together may no longer be sufficient. The next wave of innovation will depend not just on what companies develop,… Read More
Rethinking Phase Jitter: An Algorithmic Approach to Signal IntegrityByline: Richard Shreiner Modern semiconductor architectures are pushing…Read More
Siemens and NVIDIA Accelerate Lithography for Next-Generation AI ChipsSiemens has announced advances in its collaboration with…Read More
TSMC’s AI Expansion Signals a Broader Shift in ComputingTSMC is describing an artificial intelligence boom that…Read More
Design the Right Chip: Why Prototyping Has to Be EasyDesign the right chip. Design the chip right.…Read MoreSEMICON West’s Autonomous Fab Vision Needs a Decision-Escalation Design
By Gleb Tsipursky
SEMICON West 2026’s smart-manufacturing agenda connected digital twins, agentic AI, physical AI, and increasingly autonomous factory operations. The final day included a session on automation and equipment for autonomous facilities. At its October CONNECT conference, PDF Solutions planned demonstrations… Read More
Teradyne Targets Edge AI Test Costs With UltraFLEXplus S Series
Teradyne has introduced the UltraFLEXplus S series, extending its semiconductor test platform to address the manufacturing economics of edge artificial intelligence. Announced on October 12, 2026, the series begins with the UltraFLEXplus S24, a 24-slot system intended for engineering and production testing. Its target… Read More
Beyond the Post-Mortem: How yieldHUB Live Turns the Test Floor Into an Open Window
At SEMICON West 2026 I sat down with John O’Donnell, founder and CEO, and Gillian O’Donnell, Director of Growth, to talk about how yieldHUB Live is transforming the semiconductor test floor from a blind spot into a real-time command center.
For decades, semiconductor test floors have operated as high-stakes black… Read More
Why America’s Semiconductor Manufacturing Capacity Matters
America’s semiconductor future will be shaped by its ability to turn scientific discoveries into chips manufactured at scale. That is why the investments outlined in Intel Foundry’s recent editorial matter beyond the company’s own business. They address a fundamental question: whether the United States can sustain the research,… Read More
Arteris FlexGen Opens Up Multi-Die Traffic Management for Non-Coherent Networks
Last year I wrote about Arteris’ introduction of multi-die support for coherent NoCs. This is a very big deal because hyperscalers and OEMs are now building large systems that depend on multi-chiplet architectures and require efficient traffic management between chiplets, in one case as many as 12 compute, fabric/cache and … Read More
The Industry Challenge: AI Is Forcing Semiconductor Innovation Beyond the Chip
Applied Materials President and CEO Gary Dickerson with the EPIC Center founding partners on October 12, 2026, in Sunnyvale, CA. (Tomas Ovalle/AP Content Services for Applied Materials, Inc.)The bottlenecks are becoming interconnected
Artificial intelligence is changing what the semiconductor industry must deliver. … Read More
Who Gets to Move the Recipe? How Autonomous Agents Earn Decision Authority in the Fab
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
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
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


SEMICON West’s Autonomous Fab Vision Needs a Decision-Escalation Design