The Silicon Bottleneck: How Mature Nodes Power the AI Infrastructure Boom
Uncover how mature and specialty nodes (28nm+) are driving the AI expansion. Learn how BCD technology, PMICs, and supply constraints impact AI power delivery.
Uncover how mature and specialty nodes (28nm+) are driving the AI expansion. Learn how BCD technology, PMICs, and supply constraints impact AI power delivery.
Explore the technology driving 3nm and 2nm logic foundries: EUV lithography, GAA nanosheets, backside power delivery, and AI hardware capacity constraints.
Explore how GaN, SiC, and InP foundries power AI data centers, EVs, and 800G/1.6T optics, overcoming substrate supply risks and scaling to 200mm wafers.
Explore how MOCVD drives GaN and InP compound semiconductor production. Learn about epitaxial growth mechanics, market trends in AI optics, and supply constraints.
Explore how silicon photonics foundries use SOI wafers, CMOS tools, and III-V lasers to manufacture high-speed PICs for AI data centers and 800G networks.