For most of the past three years, the semiconductor industry has measured AI progress in one direction. Models have grown larger, clusters have grown denser, and accelerators have been paired with more high-bandwidth memory with each generation. That build-out has been remarkable, and it will continue. As we look toward 2027, though, the constraints shaping our industry are becoming as important a...
For most of the past decade, the semiconductor industry has answered AI's appetite for compute by just building more of it. More cores, more accelerators, more transistors, more advanced process nodes. It worked, and it worked remarkably well. But heading into 2027, with the continuing growth in model size, the exploding usage, the data needed, that playbook is running out of road. The reason is ...
As advanced packaging and semiconductor manufacturing become increasingly complex, demand for efficient, sustainable wafer-cleaning technologies is growing. SUSS is entering this market with GreenTec Solutions, expanding its photomask cleaning expertise into wafer-level applications. Semicon Leaders Asia speaks with Yuta Nagai, Senior Vice President, Photomask Solutions at SUSS, about the company'...
SEMICON LEADERS ASIA ANALYSIS | OCTOBER 2026 Key takeaways HBM is the most severe shortage of 2026, but not the most durable. Record memory capex should bring meaningful relief by 2028, even if supply does not fully normalise in 2027. Wafers, CoWoS-class packaging and liquid cooling are cyclical constraints. Committed capacity with visible start dates should ease them from the second half of ...
As demand for faster, more energy-efficient AI infrastructure grows, co-packaged optics (CPO) is creating new opportunities for Asia's semiconductor foundries, packaging providers and photonics manufacturers. However, scaling production requires advances in wafer bonding, materials integration and precision manufacturing. Semicon Leaders Asia speaks with Dr Bernd Dielacher, Director of Busine...
As AI infrastructure drives demand for higher-bandwidth, power-efficient optical connectivity, the challenge for silicon photonics companies is shifting from technological innovation to commercial-scale production. OpenLight is looking to capitalise on this transition through its heterogeneous silicon photonics platform, integrated laser technology and roadmap extending from 1.6T to 3.2T optical c...
KEY TAKEAWAYS Governments spent 2026 managing flows rather than stopping them: licences with conditions, tariffs with carve-outs, minerals rules backed by enforcement. Industrial policy moved beyond the fab into packaging, materials, equipment, design and talent, from New Delhi to Brussels to Seoul. For buyers, available capacity and accessible capacity are no longer the same thing. Complianc...
Method Communications announced that Allison DeLeo has joined the agency as Senior Vice President to expand its expertise in semiconductor and embedded technology ecosystems. DeLeo brings nearly 20 years of experience helping technology companies define their stories, build their reputations, and connect complex innovation to the audiences that matter most. "Some of the most important technology ...
Semiconductor headlines in 2026 have been unusually large. AI accelerator demand kept climbing. Memory prices surged. Washington rewrote parts of its China chip policy. Beijing's domestic AI hardware push gathered pace. India committed another ₹1,27,500 crore to semiconductors through Semicon 2.0, and Japan kept putting public and private capital behind Rapidus. The market numbers make the exci...
Semicon Leaders Asia speaks with Daniel Shwartzberg, Director of System Solutions at Valens Semiconductor, about the growing role of MIPI A-PHY in automotive camera systems, Valens’ collaboration with onsemi on an integrated 3MP solution, and how reducing component count and system complexity could support wider adoption in high-volume vehicles. He also discusses the applications driving dem...
For most of the industry’s history, progress meant one thing: pack more functions onto a single piece of silicon. That playbook still works for plenty of products. But at the frontier, in AI accelerators, data-centre processors and high-end networking, it is running into hard limits of physics, yield and cost. The response is a quiet but fundamental change in how chips are conceived. Instead...
Semicon Leaders Asia speaks with Jonathan Kaye, VP of Product Management and Marketing at Ezurio, about the company’s BL54LM20 Series, growing demand for higher memory and connectivity in IoT devices, the move towards on-device processing, and the opportunities for secure, low-power Edge AI across connected products. Q. What customer and market needs are driving the launch of the BL54L...
Semicon Leaders Asia speaks with Noritaka Kojima, General Manager, proteanTecs Japan, about the collaboration between MegaChips and proteanTecs and how embedded silicon monitoring and analytics can help customers improve power, performance, yield and reliability across the lifecycle of advanced ASIC and LSI platforms. Q. What was the key business opportunity behind bringing protea...
Semicon Leaders Asia speaks with Tomoya Sugita, Manager, Optical Research Section, Advanced Technology Research Institute, Kyocera Corporation, about Kyocera’s laser-annealing technology for monolithically integrated optical isolators and its potential to advance silicon photonics, CPO, and AI data centre interconnects. Q. What industry and market requirements are driving the need for ...
India’s semiconductor industry is entering a new phase of expansion, with industry leaders highlighting growing manufacturing capacity, supply-chain localisation, global partnerships and workforce development at SEMICON India 2026. Dr. Randhir Thakur, CEO and MD of Tata Electronics, said India has moved beyond the question of whether it can manufacture semiconductors and is now focused on ho...
India is moving into the next phase of its semiconductor development with the launch of ‘Semicon 2.0’, a programme focused on expanding the country’s capabilities across chip design, manufacturing, advanced packaging, research and development, and talent development. Speaking at SEMICON India 2026, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said t...
New Delhi is set to host SEMICON India 2026 from 17–19 September, with Prime Minister Narendra Modi scheduled to inaugurate the three-day conference and exhibition at Yashobhoomi on 17 September. Organised around the theme ‘Silicon to Systems: Building the Ecosystem’, the event will bring together global and Indian semiconductor companies, policymakers, investors, researchers, s...
Semicon Leaders Asia speaks with Foeking Wu, Clock Product Line Manager at Aeonsemi, about the company’s ArcadiumNano™ silicon oscillator family and how ultra-low power, flexible frequency coverage and compact packaging are enabling next-generation intelligent systems. Q. Aeonsemi is bringing its proven Arcadium™ timing technology into the new ArcadiumNano™ family. What ma...
Valens Semiconductor (NYSE: VLN), a leading provider of high-performance connectivity chipsets, announced the appointment of Asaf Silberstein, Executive Vice President and Chief Operating Officer of Semtech Corporation, to its Board of Directors. Silberstein brings more than two decades of leadership experience in the semiconductor industry, with extensive expertise in global operations, business...
Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, announced plans to invest $35 million in its global manufacturing infrastructure through the construction of a new ion implantation equipment manufacturing facility in Pyeongtaek, Gyeonggi Province, Korea. President and CEO Russell Low commented, "This investme...