Microelectronics 7 August 2025

What is Silicon Photonics and How Does It Work
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Silicon Photonics Revolution – Light-Speed Tech Transforming AI, Data Centers & More

Ayar Labs in 2024 demonstrated an optical chiplet delivering 8 Tbps bandwidth and raised $155 million from Nvidia, AMD, and Intel, pushing its valuation above $1 billion. Intel outsourced silicon photonics transceiver production to Jabil after shipping over 8 million units. Broadcom and InnoLight showed switch and transceiver prototypes up to 51.2 Tbps. Analysts expect the silicon photonics market to reach $54 billion by 2035.
August 9, 2025
ultraviolet lithography
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The Ultraviolet Revolution: Inside the Invisible $150M Machines Shaping the Future of Microchips

ASML remains the only supplier of extreme ultraviolet (EUV) lithography machines, which cost $150–$180 million each and draw over 1 megawatt of power. TSMC and Samsung began commercial EUV chip production in 2019, with TSMC’s 7nm+ and Samsung’s 7LPP processes. ASML shipped its first High-NA EUV tool in 2025. Export controls prevent EUV sales to China; ASML’s 2024 China revenue was $7 billion, mainly from DUV tools.
August 7, 2025