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South Korea is turning to Russian naphtha as a key alternative feedstock amid global supply chain disruptions, highlighting the growing vulnerability of the semiconductor industry to geopolitical tensions.
Arm has broken from its licensing-only model by manufacturing its first in-house chip, designed specifically for AI data centers. This marks a major strategic shift for the company, signaling its intent to compete directly in the high-growth AI chip market.
Arm has confirmed it's entering chip manufacturing with its own CPU, aiming to address market gaps in AI computing while potentially creating tension with its existing licensees.
Lace Lithography secures $40M to develop atomic-scale chip manufacturing technology that could surpass current EUV lithography capabilities.
ASML, the world's sole manufacturer of EUV lithography machines, is planning to expand into advanced packaging, a move that could diversify its offerings and secure its position in a rapidly evolving semiconductor landscape.
