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EV and Renewable Demand for SiC: Implications f...
Why Testing Matters Semiconductor fabrication is constrained by yield—a problem that exceeds $100 billion annually. While lithography attracts outsized attention, it represents ~22% of fab equipment spend by value; metrology...
EV and Renewable Demand for SiC: Implications f...
Why Testing Matters Semiconductor fabrication is constrained by yield—a problem that exceeds $100 billion annually. While lithography attracts outsized attention, it represents ~22% of fab equipment spend by value; metrology...
Export Controls Scenario: Tool Ban Puts 41% of ...
Policy Context and Risk Framing Over the past six months, the United States has tightened semiconductor export controls on China, alongside alignment efforts with Japan and the Netherlands. Further measures...
Export Controls Scenario: Tool Ban Puts 41% of ...
Policy Context and Risk Framing Over the past six months, the United States has tightened semiconductor export controls on China, alongside alignment efforts with Japan and the Netherlands. Further measures...
Assessing $3B+ Investment in Google OCS Apollo ...
Executive Summary A hyperscale operator has replaced portions of its traditional spine-and-leaf “Clos” network with a custom optical circuit–switched fabric. By internal estimates, the approach delivers ~30% higher throughput, ~40%...
Assessing $3B+ Investment in Google OCS Apollo ...
Executive Summary A hyperscale operator has replaced portions of its traditional spine-and-leaf “Clos” network with a custom optical circuit–switched fabric. By internal estimates, the approach delivers ~30% higher throughput, ~40%...
Broadcom and Nvidia Pressure Marvell in Optical...
Datacenter networking is central to large-scale AI training, inference, and general compute. Marvell’s acquisition of Inphi positioned the company as a leader in PAM4 DSPs, TIAs, and drivers, underpinning rapid...
Broadcom and Nvidia Pressure Marvell in Optical...
Datacenter networking is central to large-scale AI training, inference, and general compute. Marvell’s acquisition of Inphi positioned the company as a leader in PAM4 DSPs, TIAs, and drivers, underpinning rapid...
High-NA EUV and Sculpta: Tradeoffs in Throughpu...
Extreme ultraviolet (EUV) lithography tools now approach $170 million per unit, with High-NA EUV projected at >$350 million per tool. Lithography accounts for roughly 35% of total process cost at...
High-NA EUV and Sculpta: Tradeoffs in Throughpu...
Extreme ultraviolet (EUV) lithography tools now approach $170 million per unit, with High-NA EUV projected at >$350 million per tool. Lithography accounts for roughly 35% of total process cost at...
Intel EUV Schedule Slips: Implications for 18A ...
Semiconductor manufacturing layers thousands of tightly controlled steps with nanometer-scale tolerances. Even with mature controls, identical designs leave a fab with different voltage–frequency–power characteristics, and yield binning is routine (for...
Intel EUV Schedule Slips: Implications for 18A ...
Semiconductor manufacturing layers thousands of tightly controlled steps with nanometer-scale tolerances. Even with mature controls, identical designs leave a fab with different voltage–frequency–power characteristics, and yield binning is routine (for...