Semiconductor News & Analysis Feed

The semiconductor industry's focus in AI is shifting from faster HBM and larger GPUs to system orchestration and overall efficiency optimization. In early AI stages, training was the priority, making memory bandwidth and GPU performance key. Now, with AI entering inference and Agentic AI phases, the

At the ITF World 2026 conference, imec CEO Patrick Vandenameele used the analogy of an orchestra to emphasize the complexity of scaling AI, highlighting the need for coordination across research, design, and manufacturing. He likened AI to a violin in an orchestra, underscoring that while AI is capt