The High-NA Era: Analyzing the First Year of 0.55 NA Lithography in Volume Manufacturing

The High-NA Era

As of 2026, the semiconductor industry has crossed the threshold into the High-Numerical Aperture (High-NA) era. The deployment of the first production-grade scanners, specifically the ASML Twinscan EXE:5200, has shifted the conversation from laboratory feasibility to high-volume manufacturing (HVM) reality. For the leading-edge foundries currently pushing 2nm and 1.4nm (14A) processes, this technology is no […]

EUV High-NA in Mass Production: Lessons from the First Year of the Double-Digit Billion Fab

EUV High-NA in Mass Production

In my fifteen years of covering the semiconductor industry, I have seen many “impossible” milestones, but nothing quite compares to the sheer scale of what we are witnessing in 2026. We have officially moved beyond the era of standard Extreme Ultraviolet (EUV) lithography and entered the age of High-Numerical Aperture (High-NA) EUV. The transition from […]

The Vertical Revolution: Why Backside Power Delivery is the Secret to 2nm Success

The Vertical Revolution Why Backside Power Delivery is the Secret to 2nm Success

In past years of documenting the evolution of silicon, we have seen many milestones, but few are as physically transformative as the shift we are witnessing in 2026. For over half a century, the architectural blueprint of an integrated circuit followed a singular, logical path. We built the transistors on the silicon substrate, and then […]

Why Glass Core Substrates are the New Foundation for 2026 AI Silicon

Why Glass Core Substrates are the New Foundation for 2026 AI Silicon

In my fifteen years of covering the semiconductor industry, I have watched us squeeze every possible drop of performance out of silicon. We have moved from planar transistors to FinFETs and now to Gate All Around architectures. Yet, a silent bottleneck has been lurking beneath the die. The substrate, the very foundation upon which our […]

EDA 2.0: The Shift from Copilots to Agents and the Dawn of Autonomous Silicon Design

EDA 2.0 The Shift from Copilots to Agents and the Dawn of Autonomous Silicon Design

For the past few years, the semiconductor industry has been buzzing about AI “copilots.” These tools were designed to sit beside an engineer, offering helpful suggestions, summarizing design rules, or predicting potential timing violations. While they certainly improved productivity, the human remained the primary executor, clicking the buttons, setting the constraints, and managing the iterations. […]