CATEGORY_INDEX // 161 ENTRIES

Semiconductors

The industry everything else quietly runs on. I cover it from the fab up, process nodes and lithography and the foundry wars, plus the export controls now deciding who even gets to build what. This is the manufacturing and geopolitics side of silicon, kept deliberately apart from the chip-and-platform coverage.

Infographic titled SMIC and the EUV Wall: China's Semiconductor Ceiling, contrasting SMIC DUV multipattering and EUV-based chip yields
AI · 01/20/2026

SMIC and the EUV Wall

SMIC EUV does not exist and under current rules never will, and that single absence is the wall that decides whether China's foundry can…

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Intel 14A: The Node That Needs a Customer — infographic highlighting key technologies: High-NA EUV, RibbonFET, and Backside PowerVia, split between internal and foundry use cases
CHIPS & AI · 01/15/2026

Intel 14A: The Node That Needs a Customer

Intel 14A uses High-NA EUV and may not be built at all unless outside foundry customers commit, the node where Intel Foundry either becomes…

4 MIN
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