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Semiconductor Engineering

@semiengineering.bsky.social
1.4K followers 1K following 548 posts

Deep insights for the chip industry. semiengineering.com Hot topics: semiconductor, EDA, advanced packaging, hardware, low power, HPC, hardware security, automotive chips, embedded, edge computing, semiconductor manufacturing, chip design, VLSI

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Semiconductor Engineering @semiengineering.bsky.social · 17h
SE's new eBook, Photonics Fundamentals for Electronics Engineers, explores the technologies pushing optical data movement from racks toward packages & closer to where data is processed — and what engineers need to know as that shift accelerates semiengineering.com/photonics-fu... #photonics
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Semiconductor Engineering @semiengineering.bsky.social · 29/09/2026
AI is arriving in EDA at a time when engineers can no longer depend on brute-force scaling for performance & power improvements, and when the gaps created by disconnected point tools are becoming increasingly time-consuming to fill semiengineering.com/edas-future-... #chipdesign #EDA #semiconductor
semiengineering.com
EDA’s Future Is Evidence-Driven Automation
AI may accelerate semiconductor design, but users still need formal proof, semantic continuity, and auditable workflows to trust automation.
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Semiconductor Engineering @semiengineering.bsky.social · 28/09/2026
More money is being spent on substrates without a proportional increase in the number of substrates shipped, because each one requires more material and more structure. semiengineering.com/one-substrat... #semiconductor
semiengineering.com
One Substrate No Longer Rules Them All
Larger packages, finer routing, and embedded functions are pushing advanced substrates toward application-specific designs.
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Semiconductor Engineering @semiengineering.bsky.social · 25/09/2026
Latest news in the chip ecosystem semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week In Review
AI agents move deeper into chip design; China doubles down on AI compute and memory; chip supply chains tighten for equipment and critical materials; TSMC partners accelerate; ICs head to space; optic...
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Semiconductor Engineering @semiengineering.bsky.social · 24/09/2026
While LLMs can deploy swarms of agents for continuous reasoning and independent action, that’s overkill for most applications. semiengineering.com/when-ai-agen... #chipdesign
semiengineering.com
When AI Agents Cross Chip Design Silos
Specialization and orchestration are becoming more important as the role of AI agents in chip design widens, but coordination, control, and trust remain challenging
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Semiconductor Engineering @semiengineering.bsky.social · 23/09/2026
Semiconductor Engineering sat down with 5 industry experts to discuss recent developments and challenges when using agentic AI for chip design semiengineering.com/multi-agent-... #chipdesign
semiengineering.com
Multi-Agent AI Systems Must Work Like An Orchestra Without A Conductor
A mixture of expert agentic AI systems can focus on their tasks with or without a commanding general, but challenges remain in drawing boundaries between human and AI effort.
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Semiconductor Engineering @semiengineering.bsky.social · 22/09/2026
New technical papers recently added to Semiconductor Engineering’s library semiengineering.com/chip-industr... #semiconductor
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Semiconductor Engineering @semiengineering.bsky.social · 21/09/2026
Robotics and AI are taking on more tasks in fabs today, particularly to reduce unscheduled downtime and ensure more good wafers are produced with existing capacity. semiengineering.com/how-robotics... #semiconductor
semiengineering.com
How Robotics And Intelligent Equipment Control Drive Next-Gen Fab Productivity
Behind the scenes, advanced equipment control and robotics are enabling higher levels of repeatability, tool uptime, and yield.
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Semiconductor Engineering @semiengineering.bsky.social · 21/09/2026
Increasingly complex chip designs require more test data than those developed at older nodes and on single planar dies. The challenge is moving all of that data through the system without slowing down the testing processes. semiengineering.com/moving-test-...
semiengineering.com
Moving Test Data Faster
Options and workarounds for improving reliability in chips.
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Semiconductor Engineering @semiengineering.bsky.social · 18/09/2026
It’s been a busy week in semiconductors, with major developments in AI infrastructure, memory, advanced packaging, and global investments. semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week In Review
Major memory deal; AI Infra Summit news; U.S. chip capacity plans; 2nm & below advances; Huawei's chip offensive; RoT solution for data centers and AI SoCs; Chinese equipment makers gain share; India'...
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Semiconductor Engineering @semiengineering.bsky.social · 17/09/2026
The difficulty in building a package digital twin goes beyond creating accurate electrical, thermal, or mechanical models. semiengineering.com/why-package-... #semiconductor
semiengineering.com
Why Package Digital Twins Are So Hard To Build
Models need to be synchronized with what manufacturing actually builds.
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Semiconductor Engineering @semiengineering.bsky.social · 16/09/2026
AI is already proven to help in SW development, & it's beginning to make inroads into HW development. But to enable a fully integrated HW/SW development flow, some big hurdles must be overcome, not all of which are within AI’s power to resolve semiengineering.com/hardware-sof... #EDA #semiconductor
semiengineering.com
Hardware-Software Co-Design In The AI Era
Even though the benefits are accepted, a combined hardware/software development flow is hampered by a lot of challenges.
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Semiconductor Engineering @semiengineering.bsky.social · 15/09/2026
Two issues are converging in the ongoing focus on data-center power — minimizing component power while maximizing utilization. semiengineering.com/ai-data-cent... #AIdatacenters
semiengineering.com
AI Data Centers Have A Power Hoarding Problem
Redundant feeds protect uptime, but they also strand capacity that could support more hardware.
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Semiconductor Engineering @semiengineering.bsky.social · 14/09/2026
The lines between discrete semiconductor manufacturing processes are starting to blur at sub-2nm nodes as transistors continue to shrink, sensitivity to various processes rises, and the amount of margin available to minimize problems disappears. semiengineering.com/redefining-p... #semiconductor
semiengineering.com
Redefining Processes At Sub-2nm
Discrete steps are being merged with others as dimensions shrink into the angstrom range.
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Semiconductor Engineering @semiengineering.bsky.social · 12/09/2026
Testing and server-mitigation strategies are struggling to keep pace with the damage caused by silent data errors (SDEs), stealth defects that can wreak havoc on long-duration programs like AI training runs. semiengineering.com/silent-data-...
semiengineering.com
Silent Data Errors Redefine Test Coverage And Fleet Maintenance Strategies
Through better manufacturing screening, DFT for systems and fleet monitors, this major scourge on data center hardware is gradually being tamed.
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Semiconductor Engineering @semiengineering.bsky.social · 11/09/2026
Chip Industry Week in Review semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week in Review
12-inch high-NA EUV masks; Arm's edge AI push; Amkor's expansion; 3D memory; FeRAM startup makes waves; Qualcomm-AWS $60B custom silicon deal; Ayar Labs' scale-up deal; new iPhone chip and format; rog...
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Semiconductor Engineering @semiengineering.bsky.social · 10/09/2026
At these kilowatt-class power levels, we’re essentially validating not only the device itself, but the entire package, the cooling, the test ecosystem itself semiengineering.com/validation-g...
semiengineering.com
Validation Gets Tested At 1kW
Kilowatt-class AI accelerators are forcing engineers to rethink what counts as adequate coverage across workload, thermal behavior, test hardware, and time.
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Semiconductor Engineering @semiengineering.bsky.social · 09/09/2026
Nearly all leading-edge designs today are multi-die assemblies, which means that one defective die can render the entire device unusable. semiengineering.com/smart-outlie...
semiengineering.com
Smart Outlier Detection
Just because a chip is deemed good doesn't mean it will work as expected.
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Semiconductor Engineering @semiengineering.bsky.social · 04/09/2026
Chip Industry Week In Review semiengineering.com/chip-industr...
semiengineering.com
Chip Industry Week In Review
2D Tunnel FET; in-memory photonic computing; India's $13.4B Semicon 2.0; SEMICON Taiwan; PCIe 6/7 test; MediaTek deal; 300mm Si photonics; InP expansion; $75M to recycle rare earths; GF PDKs; Gain-Cel...
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Semiconductor Engineering @semiengineering.bsky.social · 03/09/2026
The common denominator for all kinds of robots is a heterogeneous architecture comprised of MCUs, MPUs, CPUs, GPUs, image signal processing, and digital signal processing. semiengineering.com/humanoid-com...
semiengineering.com
Humanoid Compute, Security More Complex Than AVs
Robots and autonomous vehicles are both edge devices, but a humanoid has wheels as well as fingers. Close interaction with humans raises the stakes.
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Semiconductor Engineering @semiengineering.bsky.social · 02/09/2026
The imec Report: Advancing The CFET-Based Device Roadmap semiengineering.com/advancing-th... #cfets #semiconductor
semiengineering.com
The imec Report: Advancing The CFET-Based Device Roadmap
Part I: Novel integration modules and standard cell configurations.
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Semiconductor Engineering @semiengineering.bsky.social · 01/09/2026
From Spec To Formal Properties semiengineering.com/from-spec-to... #verification #VLSI #EDA #semiconductor
semiengineering.com
From Spec To Formal Properties
Can LLMs turn a specification into a set of formal properties that can be used to verify an implementation? The answer is getting closer to being yes, but with caveats.
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Semiconductor Engineering @semiengineering.bsky.social · 31/08/2026
Optical chiplets promise a way out of the bandwidth, power, and reach limits of copper interconnects, but bringing photonics into advanced packages is proving more difficult than just swapping one signaling medium for another. semiengineering.com/photonics-fo... #photonics
semiengineering.com
Photonics Forces A Chiplet Rethink
Thermal drift, stress, electromagnetic coupling, and verification gaps are turning optical integration into a full-system co-design problem rather than a plug-in bandwidth upgrade.
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Reposted by Semiconductor Engineering
Semiconductor Engineering @semiengineering.bsky.social · 28/08/2026
Big week in the chip industry semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week in Review
Hot Chips AI HW wave; HBM vs HBC; capacity buildout; Infineon's latest buy; advanced packaging enablers; foundry report; ASIC security threats; IC tariffs; executive changes; Nvidia, Synopsys earnings...
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Semiconductor Engineering @semiengineering.bsky.social · 29/08/2026
Chip Industry Technical Paper Roundup semiengineering.com/chip-industr... #semiconductor
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Semiconductor Engineering @semiengineering.bsky.social · 28/08/2026
Big week in the chip industry semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week in Review
Hot Chips AI HW wave; HBM vs HBC; capacity buildout; Infineon's latest buy; advanced packaging enablers; foundry report; ASIC security threats; IC tariffs; executive changes; Nvidia, Synopsys earnings...
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Semiconductor Engineering @semiengineering.bsky.social · 27/08/2026
Adding more layers requires thinning of memory dies in the stack in order to stay within the HBM package height limit. But thinning DRAM dies is reaching the breaking point — sometimes literally. semiengineering.com/issues-stack... #HBM
semiengineering.com
Issues Stack Up With More HBM Layers
Hot Chips 2026: Thinner dies, more TSV area, thermal dissipation, and limited manufacturing capacity make HBM scaling much more difficult.
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Semiconductor Engineering @semiengineering.bsky.social · 25/08/2026
Data centers are gearing up for a future in which a single rack could consume as much power as an entire building. semiengineering.com/the-1-megawa... #datacenters
semiengineering.com
The 1-Megawatt Rack Debate
Is it better to cram more compute into each rack or rethink the architecture?
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Semiconductor Engineering @semiengineering.bsky.social · 24/08/2026
Special Report: Multi-Die Assemblies Dominate At 2nm And Below semiengineering.com/multi-die-as... #semiconductor
semiengineering.com
Multi-Die Assemblies Dominate At 2nm And Below
Chips are getting bigger, more modular, and much more capable as new innovations mix with existing processes and long-researched projects go mainstream.
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Semiconductor Engineering @semiengineering.bsky.social · 23/08/2026
Performance advantage may come down to material choices and precise interconnect decisions. semiengineering.com/cfets-forge-...
semiengineering.com
CFETs Forge Better Connections
Performance advantage may come down to material choices and precise interconnect decisions.
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Semiconductor Engineering @semiengineering.bsky.social · 21/08/2026
Latest news semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week In Review
New Micron lab; chip/AI price jump; multi-die monitoring; cryo links for quantum chips; interconnect RC bottleneck; 18A win; CPO roadmap; 2 new CEOs; humanoid readiness gap; Hot Interconnects.
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Semiconductor Engineering @semiengineering.bsky.social · 20/08/2026
Ultimately, where practical, cHBM is about differentiation. semiengineering.com/how-will-the... #HBM
semiengineering.com
How Will The Custom HBM Business Work?
There is no one-size-fits-all — yet.
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Semiconductor Engineering @semiengineering.bsky.social · 19/08/2026
The power issues facing AI data centers are spilling over onto individual dies, where engineers are working to minimize loss in the form of heat while maximizing the amount of power that makes it to the gates. semiengineering.com/800vdc-pushe...
semiengineering.com
800VDC Pushes AI Power Design From Grid To Gate
The next power bottleneck is no longer just inside the accelerator — it is the full conversion path from medium-voltage AC to sub-1V silicon.
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Semiconductor Engineering @semiengineering.bsky.social · 18/08/2026
Earnings were strong across all chip industry sectors this quarter, with 11 companies posting triple-digit growth, and all but 2 of the 80 companies reported here were in positive territory. semiengineering.com/chip-industr... #semiconductor #earnings
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Semiconductor Engineering @semiengineering.bsky.social · 17/08/2026
Energy and thermal concerns are forcing more companies to create specialized solutions even during a time of rapid change. semiengineering.com/vertical-int... #semiconductor #EDA
semiengineering.com
Vertical Integration Becoming Pervasive
No system can be optimized without an understanding of both the hardware and software, and making the right architectural choice requires cooperation.
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Semiconductor Engineering @semiengineering.bsky.social · 16/08/2026
New technical papers recently added to Semiconductor Engineering’s library semiengineering.com/chip-industr... #semiconductor
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Semiconductor Engineering @semiengineering.bsky.social · 14/08/2026
Latest news in the semiconductor industry semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week In Review
Lam Research and ASE expansions; data center shifts; CPO system architecture initiative; 2D-transistor interface solution; USENIX HW security; patent suits; image sensors; programmable AI memtransistor; Nvidia's new plan; earnings; Tier IV's L4 auto chip.
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Semiconductor Engineering @semiengineering.bsky.social · 13/08/2026
Data-center network fabrics are undergoing another architectural shift as optical interconnects assume a larger role in AI-cluster connectivity, extending into scale-up domains and influencing overall topology design. semiengineering.com/coppers-grip... #optics #datacenters #interconnects
semiengineering.com
Copper’s Grip On AI Scaling Is Starting To Slip
As AI clusters push beyond rack-scale limits, optical interconnects and circuit switching are reshaping how data centers scale.
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Semiconductor Engineering @semiengineering.bsky.social · 12/08/2026
“CPO test will not scale if every product, supplier, package, optical interface, and test cell is treated as a custom engineering project." semiengineering.com/cpo-test-won...
semiengineering.com
CPO Test Won't Scale Without Standardization
Across the CPO ecosystem, profitability will not happen until standardization occurs.
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Semiconductor Engineering @semiengineering.bsky.social · 11/08/2026
Special Report: As HBMs grow in stack height and complexity, so does the testing approach and design-for-test strategy. semiengineering.com/hbm-becomes-... #HBM
semiengineering.com
HBM Becomes Testbed For 3D Assembly Yield
High-bandwidth memory has become a proving ground for 3D stack testing, DFT, and reliability.
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Semiconductor Engineering @semiengineering.bsky.social · 10/08/2026
The Next Big Chip Failure May Be A Security One: Semiconductor leaders say hardware trust, verification, and lifecycle resilience must become core design requirements rather than late-stage additions. semiengineering.com/the-next-big... #semiconductor #hardwaresecurity #softwaresecurity
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Semiconductor Engineering @semiengineering.bsky.social · 09/08/2026
A race is underway to develop reliable, fast, and secure communications networks, which are essential for transferring data between satellites, spacecraft, compute centers, autonomous mobile robots and rovers (AMRs), and astronauts. semiengineering.com/as-space-get...
semiengineering.com
As Space Gets Connected, Security Gets Critical
NASA is in the process of bringing terrestrial internet capabilities to astronauts, rovers, and orbiters, which means a network of high-value data will be up for grabs by ransomware actors or rogue na...
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Reposted by Semiconductor Engineering
Semiconductor Engineering @semiengineering.bsky.social · 07/08/2026
Latest news in the chip industry semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week in Review
SK hynix's $38B new fabs; memory density increases; 2026 chip industry revenue to hit $1.65T; imec metrology roadmap; MIT's self-assembled contacts; new U.S. restrictions; Intel's new training program...
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Semiconductor Engineering @semiengineering.bsky.social · 07/08/2026
Latest news in the chip industry semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week in Review
SK hynix's $38B new fabs; memory density increases; 2026 chip industry revenue to hit $1.65T; imec metrology roadmap; MIT's self-assembled contacts; new U.S. restrictions; Intel's new training program...
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Semiconductor Engineering @semiengineering.bsky.social · 06/08/2026
Security is no longer a separate discipline. It’s an integral part of every aspect of chip design through manufacturing and beyond that semiengineering.com/ai-friend-an... #semiconductor #AIsecurity
semiengineering.com
AI: Friend And Foe For Chip Security
AI has access to every known security paper and powerful tools, but that's not all bad.
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Semiconductor Engineering @semiengineering.bsky.social · 04/08/2026
The speed gains from leading-edge AI accelerators and multi-die architectures can be lost if on-chip networks are not optimized to handle diverse types of data traffic moving between memories and processors. semiengineering.com/untangling-c...
semiengineering.com
Untangling Chip Traffic Jams
Scaling NoCs across chiplets requires earlier validation of coherency, congestion, thermal effects, and fault behavior.
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Semiconductor Engineering @semiengineering.bsky.social · 03/08/2026
How to achieve a 10X productivity improvement using AI agents. youtu.be/WMKiQUYQhnA?... #ASIC #AgenticAI #chipdesign
youtu.be
AI Agent Orchestration For ASIC Autonomy
YouTube video by Semiconductor Engineering
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Semiconductor Engineering @semiengineering.bsky.social · 31/07/2026
Catch up on the latest news in the chip industry semiengineering.com/chip-industr... #semiconductor
semiengineering.com
Chip Industry Week In Review
DAC's big buzz; CHIPS Act $; China's immersion DUV; UMC expands; SIA's state of the industry; DRAM shortages; earnings; PCB design credential program; IBM's quantum advantage; AI security alliance; fo...
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Semiconductor Engineering @semiengineering.bsky.social · 30/07/2026
Semiconductor Engineering sat down to discuss compute cluster definitions, design challenges, and use cases with 6 industry experts semiengineering.com/compute-clus...
semiengineering.com
Compute Clusters Break Out Of National Labs To Scale AI
For compute-intensive applications, clusters of nodes that act as a single computer offer a way to scale performance and provide a workaround for organizations that lack access to leading-edge AI chip...
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Semiconductor Engineering @semiengineering.bsky.social · 29/07/2026
Flatness is no longer simply a matter of whether a substrate bows beyond a specified limit. Warpage now shows up as a collection of local shape signatures, potentially affecting everything from bonding and alignment to yield and reliability. semiengineering.com/flat-enough-... #semiconductor
semiengineering.com
Flat Enough? Warpage Management Gets Harder In Advanced Packaging
As packages get larger and thinner, warpage is becoming a process-control problem rather than a simple flatness spec.
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