芯片工业周回顾

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Home Chip Industry Week In Review --> Fab expansion accelerates; China advances memory and EUV; Teradyne’s test deal; SEMICON West and OCP highlights; 3D SiP; TSMC and ASML signals; 300mm fab spending; optical and 3D-compute startups raise fresh funding; quantum HW advances. Fig. 1: Synopsys President/CEO Sassine Ghazi and Semiconductor Engineering’s Ed Sperling at SEMICON West this week. Source: G. Haley/Semiconductor Engineering The OCP Global Summit was also held this week in San Jose. Find all the highlights in our New Technologies section below. In-Depth New Technologies (including OCP Global Summit ) Global Security Trending Video Research Quantum Hardware Events and Webinars Semiconductor Engineering published the Low Power, High Performance newsletter this week, including: IBM Research developed an AI-agent framework for chip-design optimization that uses open-weight models and HLS feedback to explore hardware architectures. Applied to a quantum error-correction decoder, IBM reported a 52× HLS-estimated speedup for about $26 in inference cost; an all-proprietary configuration cost $299 and achieved a 204× speedup. Oregon State , Yonsei , and Samsung researchers developed a laser-based method to characterize atomic defects in operating IGZO transistors. Testing devices fabricated under 25 processing conditions, the researchers identified oxygen-vacancy-related electron traps that affect threshold voltage, switching characteristics, and carrier mobility, potentially improving transistors for next-gen DRAM . SUSTech and Tohoku University researchers developed high-performance p-type 2D transistors enabled by weak disorder engineering. imec and Nvidia recapped their recent advancements using AI and accelerated computing for lithography , including AI-based CD-SEM denoising for sub-1nm and GPU-accelerated process-window OPC for High-NA EUV. AI Agent Orchestration For ASIC Autonomy : How to achieve a 10X productivity improvement using AI agents. RIKEN , NTU, and ETH Zurich researchers demonstrated parallel control of five silicon spin qubits using a shared control line, achieving single-qubit gate fidelities above 99.99% during simultaneous operation of three qubits and above 99.9% during five-qubit operation. The approach addresses a key challenge in scaling silicon quantum processors. IBM , Rutgers University , Ames National Laboratory , and collaborators demonstrated adaptive circuits on superconducting quantum hardware , using mid-circuit measurements and feedback to control chaotic quantum dynamics. The researchers observed a dynamical transition between quantum and classical behavior. D-Wave delivered a 4,400-plus-qubit Advantage2 annealing quantum computer to Como, Italy, for installation as the country’s first annealing quantum computer. SkyWater and D-Wave extended their quantum manufacturing partnership , covering specialized semiconductor process development and manufacturing at SkyWater’s Minnesota fab. Qilimanjaro Quantum Tech raised €19.6M (~$21.9M) to industrialize its analog and digital quantum computers .