ASML is exploring how to produce more than 110 extreme ultraviolet lithography machines in 2028, reflecting the extraordinary investment flowing into artificial intelligence infrastructure. The Dutch semiconductor-equipment company expects to manufacture at least 80 EUV systems in 2027 and is considering another production… Read More
Comparison of TSMC CoWoS-S, CoWoS-R, and CoWoS-LChip-on-Wafer-on-Substrate, commonly called CoWoS, is an advanced packaging…Read More
Analog Bits Targets the Power Challenge at the Heart of Next-Generation ChipsAnalog Bits is expanding its role in advanced…Read MoreBeyond the Accelerator: Why Silicon Challengers Must Transition to Full-System Infrastructure
The recent AI Infra Summit was exceptionally jam-packed, filled to the brim with compelling talks, overlapping tracks, and emerging technologies. Amid the noise of the event, there were many excellent presentations detailing the physical realities of scaling hardware. But one presentation in particular caught my attention… Read More
The State of the U.S. Semiconductor Manufacturing Workforce 2026 Benchmark Report
America’s semiconductor workforce is entering a decisive growth period, but employment capacity is not yet keeping pace with investment. New fabrication plants, packaging facilities, and supplier expansions are creating demand for thousands of engineers, technicians, operators, and skilled tradespeople. Whether the… Read More
Weebit Nano’s FY26 ESG Performance: Technical Progress and Strategic Importance
Weebit Nano’s FY26 ESG Report shows how sustainability, governance and operational resilience are becoming integrated into the company’s commercialisation of resistive random-access memory (ReRAM). This integration matters because Weebit’s value is not derived from manufacturing and selling finished chips directly.… Read More
Comparison of TSMC CoWoS-S, CoWoS-R, and CoWoS-L
Chip-on-Wafer-on-Substrate, commonly called CoWoS, is an advanced packaging platform developed by TSMC. It allows processors, chiplets, and high-bandwidth memory stacks to be integrated within a single package. CoWoS has become especially important for artificial-intelligence accelerators and high-performance computing… Read More
Agentic AI Is Reshaping Semiconductor Design
Artificial intelligence is moving rapidly from an experimental aid to a foundational part of semiconductor engineering. In a recent industry talk, leaders from ChipAgents and Analog Devices described how agentic AI could help chipmakers manage soaring design complexity, accelerate product development, and improve the … Read More
The Future of CPO May Be a Glass Integration Platform
Co-packaged optics is usually described as a proximity problem.
Move the optical engine closer to the switch ASIC or XPU. Shorten the electrical path. Reduce SerDes power. Increase bandwidth density.
That direction is real.
Optical functionality is moving progressively closer to compute.
But proximity does not eliminate … Read More
Analog Bits Targets the Power Challenge at the Heart of Next-Generation Chips
Analog Bits is expanding its role in advanced semiconductor design with new intellectual property aimed at one of the industry’s most difficult problems: delivering, monitoring, and managing power inside increasingly complex chips.
The company announced that its IP will be included in an upcoming customer test-chip tapeout… Read More
The Technical Problem Is Often Not the Business Problem
By Prof. Dr. S. Filo Ambrosini
On a semiconductor line, a rising defect rate can trigger a familiar debate. Do we need a new inspection system? More sensors? An additional engineer?
Those may all be valid responses. But before making the decision, someone needs to establish when the change began, where it first appears, and whether… Read More
Broadcom’s AI Engine Shifts Into Overdrive
Broadcom’s fiscal third-quarter 2026 results show how artificial-intelligence infrastructure is shifting from general-purpose acceleration toward customized compute and large-scale networking. The company reported AI semiconductor revenue of $16.7 billion, up 221% year over year and 54% sequentially. That expansion… Read More




Why ASML Is Racing to Build 110 EUV Machines