The semiconductor industry's investment has concentrated almost entirely on the most advanced process nodes, the kind used in smartphones and AI accelerators. Cars, industrial equipment, and appliances mostly run on older, simpler chips, and the fabs that make them are aging out…
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Billions have gone into new fabrication capacity, but the tightest constraint on high-end AI chip supply now sits downstream, in the specialized packaging that stitches multiple chiplets and memory stacks into a single finished processor. Few companies can do it, and fewer still…
Read insightThe semiconductor industry's investment has concentrated almost entirely on the most advanced process nodes, the kind used in smartphones and AI accelerators. …
Billions have gone into new fabrication capacity, but the tightest constraint on high-end AI chip supply now sits downstream, in the specialized packaging that…
