Roadmaps
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PremiumThe current state of Hybrid Bonding in 2026Hybrid bonding, the copper-to-copper joining technique that replaces solder microbumps in 3D chip stacks, is in high-volume production on logic and freshly postponed on memory.
By Luke James Published -
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PremiumGlass substrate roadmaps examined — Absolics in final qualification and a first product that keeps slippingGlass-core substrates, the replacement for organic chip packaging that Intel promised in September 2023, are now in final qualification but still not in a single commercial product
By Luke James Published -
PremiumSamsung's fab roadmaps examinedDivided across two countries and four campuses, Samsung's fab roadmap runs from the Korean bases at Pyeongtaek, Hwaseong, and Giheung to the new U.S. site at Taylor.
By Luke James Published
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PremiumAnalyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecksTSMC kicks off unprecedented capacity expansion plan.
By Anton Shilov Published -
PremiumTrailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMICWe explore Globalfoundries, UMC, and SMIC's individual trailing-edge roadmaps, as each company is pursuing a fundamentally different strategy shaped by geography, regulation, and technology choices.
By Luke James Published -
PremiumLeading-edge foundry roadmaps for TSMC, Intel and Samsung — outlining the path to 1.4nm nodes and beyond2nm is here, so what's next?
By Anton Shilov Published -
PremiumHigh-capacity HDD roadmap: the race to 100TB and zettabyte-scale storage — Toshiba, Seagate and WD outline three distinct strategiesAs data center demand surges toward zettabyte scale, Seagate, Toshiba, and Western Digital are pursuing sharply different technology strategies in their pursuit towards 100TB and beyond.
By Anton Shilov Published -
PremiumASML's roadmap for chipmaking lithography tools examined — from DUV to Low-NA, High-NA, Hyper-NA, and beyondASML shipped 48 EUV lithography systems and 131 immersion DUV tools in 2025, generating €32.7 billion in total revenue and ending the year with a €38.8 billion order backlog.
By Luke James Published -
PremiumTSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029TSMC adds support for face-to-face stacking, 6.5 µm and 4.5 µm pitches for the next generation of SoIC 3D stacking.
By Anton Shilov Published -
PremiumTSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029TSMC claims that CoWoS innovations will enable 48x more compute and 34x more memory bandwidth for 2029 AI processors.
By Anton Shilov Published -
PremiumQuantum photonics roadmap — how Xanadu and PsiQuantum are looking to transfer qubits through beams of lightWe analyze the approaches of PsiQuantum and Xanadu, who are each developing their own approaches to quantum photonic communications, with a vision that extends beyond 2029.
By Francisco Pires Published -
PremiumPCI Express roadmap: The path to 1TB/s with PCI 8.0, the challenges of integration, and beyondAs time changes, so does technology.
By Anton Shilov Published
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