semiconductor-industry
Technology today is at a crossroad between Industry 4.0 and 5.0, where products and services are manufactured and designed to be ‘human-centered’ and sustainable. Such objectives have always been expected in education, especially in the way the workforce is trained. Leveraging on prior research which was done by a team from Pasadena City College (PCC) and UC Irvine, we have formed a bi-coastal co…
The Tipping Point of H200: How Gallium Nitride Will End the Hegemony of Silicon-Based Semiconductors
# The Tipping Point of H200: How Gallium Nitride Will End the Hegemony of Silicon-Based Semiconductors This paper analyzes the triple bottlenecks of power consumption, cost, and physical limits faced by silicon-based semiconductors, represented by NVIDIA's H200 server. Taking the full lifecycle cost as the core framework, we calculate the "cost tipping point" at which gallium nitride (GaN) can re…
Titanic overconfidence -- dark uncertainty can sink hybrid metrology for semiconductor manufacturing
Hybrid metrology for semiconductor manufacturing is on a collision course with dark uncertainty. An IEEE technology roadmap for this venture has targeted a linewidth uncertainty of +/- 0.17 nm at 95 % coverage and advised the hybridization of results from different measurement methods to hit this target. Related studies have applied statistical models that require consistent results to compel a l…
Advances in semiconductor manufacturing over the past few decades, driven by the need for smaller, faster, and more efficient devices, have pushed enormous progress in light sources for lithography and metrology. However, the smaller feature sizes and more costly wafer real estate necessitate smaller spot sizes, smaller test/alignment markers, and higher light intensities. This combination has ma…
This study examines the India-Japan Semiconductor Partnership as a strategic response to India's critical dependency on Chinese semiconductor imports. With China supplying 70-75 percent of India's computer imports and contributing to an $87.48 billion trade deficit in 2022, India faces acute economic, strategic, and technological vulnerabilities requiring urgent diversification. The partnership, …
Variety of external knowledge and industrial upgrading: Evidence from Chinese semiconductor industry
This research aims to explore the complex interactions that surround Supply Chain Risk Complexity (SCRC) and its effects on both financial and Environmental, Social, and Governance (ESG) performance in the chip industry. It seeks to demonstrate how SCRC, influenced by supply chain concentration, impacts firm performance metrics. Drawing on resource dependence theory and the resource-based view, t…
The rapid expansion of the semiconductor industry has not only accelerated global digital transformation but also brought serious environmental concerns, particularly through the discharge of hazardous, toxic, and persistent wastewater. Traditional semiconductor manufacturing is highly water and energy intensive, relying on critical and often toxic materials-many with proprietary or unknown chemi…
Advancements in chip design and manufacturing have enabled the processing of complex tasks such as deep learning and natural language processing, paving the way for the development of artificial general intelligence (AGI). AI, on the other hand, can be leveraged to innovate and streamline semiconductor technology from planning and implementation to manufacturing. In this paper, we present Intelli…
Computational simulation has been used in the semiconductor industry since the 1950s to provide engineers and managers with a faster, more cost-effective method of designing semiconductors. With increased pressure in the semiconductor industry to move towards greener and more sustainable manufacturing, it is crucial to understand the impact of computational simulation and artificial intelligence …
The US-China trade war forced a reluctant semiconductor industry into someone else’s fight, a very different position from its leading role in the 1980s trade conflict with Japan. This paper describes how the political economy of the global semiconductor industry has evolved since the 1980s. That includes both a shift in the business model behind how semiconductors go from conception to a finishe…
This article analyzes firm entry and performance in the semiconductor industry from the introduction of the integrated circuit (IC) in 1965 until 1987. During this period the industry, which was initially concentrated on the east coast of the United States, became increasingly clustered in Silicon Valley (SV), California. This location shift was accompanied by a change in the technology used to p…
Purpose Foundry, Design House, and integrated device manufacturers (IDM) are major characters in the semiconductor industry value chain. The purpose of this paper is to discuss patterns of characters' evolution in technology through patents classified as wafer‐design application patents and wafer‐process patents. Design/methodology/approach Various patent indicators, such as average patent citati…
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