Semiconductors
3 stories about Semiconductors, newest first.
Explainer Semiconductors
Chips Act 2.0, explained: how the EU wants to change the way Europe backs its chip industry
The European Commission is promoting its Chips Act 2.0, a June proposal that would replace the 2023 chips law. Here is what it would change, why the first act is expected to miss its main goal, and what the proposal does not yet contain: a new headline budget.
· 8 min read
News analysis Semiconductors
ASML’s problem has changed: its customers want more machines than it plans to make
The Dutch equipment maker reported €11.7 billion in quarterly sales. Its warning about future supply shows how the AI boom reaches far beyond the companies building models.
· 2 min read
News analysis Photonics
The AI chip needs a connection. An Eindhoven startup is betting on the laser behind it
Photon Bridge has raised €10 million for optical interconnect technology. Its manufacturing timetable offers a useful measure of the distance between an AI investment thesis and a product.
· 2 min read