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Glass Is Becoming an AI Infrastructure Platform

Glass Is Becoming an AI Infrastructure Platform
by Moh Kolb on 11-05-2026 at 10:00 am

Glass substrate as arch SemiWiki oct5 (1) (1)

The value of glass will be determined not by its material properties alone, but by whether it can expand the package architecture window and be realized repeatedly at manufacturing scale.

AI infrastructure is pushing advanced packaging into a regime where the substrate itself increasingly determines what can be built.

As packages… Read More


The $725 Million Chip Development: Why Execution Risk, Not IP Cost, Now Dictates Advanced-Node Survival

The $725 Million Chip Development: Why Execution Risk, Not IP Cost, Now Dictates Advanced-Node Survival
by Kalar Rajendiran on 11-05-2026 at 6:00 am

The Real Value of Predictable Execution

The philosophy of relying on a single, unified IP stack to lower your total cost of ownership is not a new concept invented just for the AI era. Semiconductor engineering teams have been weighing the trade-offs of piecemeal versus integrated intellectual property sourcing for decades. In previous process generations, veering… Read More


Agentic AI accelerates 3D IC engineering for the AI factory era

Agentic AI accelerates 3D IC engineering for the AI factory era
by Admin on 11-02-2026 at 6:00 am

Agentic AI Reimagines 3D IC Engineering

By Sudarshan Deo, software R&D Manager for 3D IC, Siemens

What if you could completely rethink what an EDA workflow looks like for the increasingly complex 3D ICs powering the next generation of AI factories? Siemens’ expanded agentic AI portfolio is automating the hardest parts of 3D IC engineering.

At NVIDIA GTC Berlin 2026,… Read More


Intel’s Tiny Bridges Could Lead to Very Big Paychecks

Intel’s Tiny Bridges Could Lead to Very Big Paychecks
by Daniel Nenni on 11-01-2026 at 12:00 pm

Tiny Chip Builders, Big Payday

Intel’s next big opportunity could come from something that sounds spectacularly unglamorous: connecting tiny pieces of silicon. Advanced packaging rarely attracts the attention lavished on powerful processors or artificial intelligence models. Yet it increasingly determines how effectively those technologies perform.… Read More


From Metrology to Autonomy: Why Intel Foundry’s Manufacturing Roadmap Matters

From Metrology to Autonomy: Why Intel Foundry’s Manufacturing Roadmap Matters
by Daniel Nenni on 10-28-2026 at 10:00 am

Metrology, analytics, and autonomous manufacturing

Semiconductor manufacturing has always depended on precise measurement. As devices become more complex and packaging integrates more components, however, measuring individual process steps is no longer enough. Manufacturers need to understand how decisions across fabrication, assembly, and test affect the finished … Read More


S2C Targets Faster RISC-V Bring-Up With Prototyping and AI

S2C Targets Faster RISC-V Bring-Up With Prototyping and AI
by Daniel Nenni on 10-27-2026 at 6:00 am

S2C advances RISC V FPGA development

S2C showcased FPGA prototyping and AI-assisted debugging at the sixth RISC-V Summit China, outlining how developers can validate complex processor designs and begin software development before first silicon. Its demonstrations connected three stages of that effort: running substantial RISC-V systems on FPGA hardware,… Read More


Inside the Package Powering Modern AI

Inside the Package Powering Modern AI
by Daniel Nenni on 10-26-2026 at 8:00 am

TSMC CoWoS is Critical to AI Chips

TSMC’s CoWoS-S is critical to the artificial intelligence era because it solves the central systems problem facing modern accelerators: computing capability is growing faster than conventional packages can supply data, power, and connectivity. CoWoS-S, meaning Chip-on-Wafer-on-Substrate with a silicon interposer, … Read More


From Sequential R&D to Trusted Co-Innovation: The EPIC Model for Semiconductor Innovation

From Sequential R&D to Trusted Co-Innovation: The EPIC Model for Semiconductor Innovation
by Kalar Rajendiran on 10-22-2026 at 10:00 am

Gary Dickerson on the Stage

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


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

Partners Photo Op scaled

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


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