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Chips Qualcomm Acquires Modular for ~$4B; Ex-Apple/Google AI Startup Brings Multi-Vendor Chip Abstraction Chips China Scales Domestic GPU Clusters; Moore Threads, Huawei, Alibaba Each Deploy 10,000-Card Infrastructure Funding DeepSeek Closes $7.4B Series A; Founder, Tencent, CATL Back China's AI Champion at $52–59B Valuation Chips South Korea Announces $520B Public-Private Chip Investment; Samsung, SK Hynix Build 4 HBM Fabs Breaking Comcast to spin off NBCUniversal and Sky in tax-free split; stock surges 25% on announcement Research Artificial neuron on silicon chip discovered; mimics brain efficiency, could slash AI power use Chips Imec roadmap targets 0.3nm by 2038; CFET transistors coming to A7 in 2033 Chips Samsung, SK hynix, Micron sued over DRAM price fixing; prices up 700% in four years Chips Cerebras AI chip IPO raises $5.5B on 68% first-day pop; WSE-3 wafer-scale competes with Nvidia Chips Palantir deploys NVIDIA Nemotron in air-gapped US govt AI stack Funding Q2 2026 records $1B+ startup exits: SpaceX $75B IPO, Cerebras $5.55B, Quantinuum $1.68B Funding Anthropic files confidentially for IPO at $965B valuation after $65B Series H; leapfrogs OpenAI Market SpaceX raises $25B in debt after IPO; poses diversification challenge for investors holding both equity and bonds Chips MLPerf Training v6.0: NVIDIA Blackwell sweeps, AMD within 5-6% on dense LLM training Funding Menlo Ventures raises $3B, largest in 50-year history, all-in on AI startups across stack Funding British Business Bank deploys £400m per year into UK scaleups via 10 first-time VC microfunds Funding SatVu closes £30M (€34M) thermal satellite round led by NATO Innovation Fund; HotSat constellation Breaking AWS FinOps Agent enters public preview; AI-powered cost anomaly investigation for cloud ops Chips YOFC hollow-core fiber hits 51.3 Tb/s over 128 miles unrepeatered; AI-era backbone milestone Funding Reed Semiconductor raises $100M for AI power delivery; oversubscribed round signals infrastructure demand Chips Qualcomm Acquires Modular for ~$4B; Ex-Apple/Google AI Startup Brings Multi-Vendor Chip Abstraction Chips China Scales Domestic GPU Clusters; Moore Threads, Huawei, Alibaba Each Deploy 10,000-Card Infrastructure Funding DeepSeek Closes $7.4B Series A; Founder, Tencent, CATL Back China's AI Champion at $52–59B Valuation Chips South Korea Announces $520B Public-Private Chip Investment; Samsung, SK Hynix Build 4 HBM Fabs Breaking Comcast to spin off NBCUniversal and Sky in tax-free split; stock surges 25% on announcement Research Artificial neuron on silicon chip discovered; mimics brain efficiency, could slash AI power use Chips Imec roadmap targets 0.3nm by 2038; CFET transistors coming to A7 in 2033 Chips Samsung, SK hynix, Micron sued over DRAM price fixing; prices up 700% in four years Chips Cerebras AI chip IPO raises $5.5B on 68% first-day pop; WSE-3 wafer-scale competes with Nvidia Chips Palantir deploys NVIDIA Nemotron in air-gapped US govt AI stack Funding Q2 2026 records $1B+ startup exits: SpaceX $75B IPO, Cerebras $5.55B, Quantinuum $1.68B Funding Anthropic files confidentially for IPO at $965B valuation after $65B Series H; leapfrogs OpenAI Market SpaceX raises $25B in debt after IPO; poses diversification challenge for investors holding both equity and bonds Chips MLPerf Training v6.0: NVIDIA Blackwell sweeps, AMD within 5-6% on dense LLM training Funding Menlo Ventures raises $3B, largest in 50-year history, all-in on AI startups across stack Funding British Business Bank deploys £400m per year into UK scaleups via 10 first-time VC microfunds Funding SatVu closes £30M (€34M) thermal satellite round led by NATO Innovation Fund; HotSat constellation Breaking AWS FinOps Agent enters public preview; AI-powered cost anomaly investigation for cloud ops Chips YOFC hollow-core fiber hits 51.3 Tb/s over 128 miles unrepeatered; AI-era backbone milestone Funding Reed Semiconductor raises $100M for AI power delivery; oversubscribed round signals infrastructure demand
Chips

Imec roadmap targets 0.3nm by 2038; CFET transistors coming to A7 in 2033

Imec released its updated semiconductor process technology roadmap this week, charting a path to 0.3nm (3 ångström) node by 2038 while redefining Moore's Law away from pure dimensional scaling. The roadmap shows that conventional contact poly pitch (CPP) will stop shrinking at the A10 node in 2030 at 42nm, forcing chip makers to adopt new transistor architectures and 3D stacking to continue density gains.

The next major shift arrives at the A7 node (7 ångström, roughly 0.7nm) in 2033 with the introduction of Complementary FET (CFET) transistors, which stack n-type and p-type transistors vertically rather than placing them side by side. This 3D stacking removes the traditional n-p separation from standard cell height, enabling area reduction of up to 20% and extending scaling beyond the current Gate-All-Around (GAA) nanosheet generation.

Before CFETs arrive, forksheet transistors—an Imec invention—will bridge the gap from 2nm (A14) in 2028 through A10. Imec also positions High-NA EUV lithography (0.55–0.75 NA) as critical enabler for sub-ångström nodes, with Hyper-NA (0.75 NA) potentially supporting A2 and beyond. Beyond A3 in 2038, scaling will require sequential and bonded CFET structures plus 2D materials like transition metal dichalcogenides.

Architects tracking fab roadmaps should note that standard cell CPP remains flat from A10 through A5 (2035–2036)—classical Moore's Law has hit a wall. Future gains depend on heterogeneous 3D integration (CMOS 2.0), backside power delivery networks, and system-technology co-optimization that trades off node maturity by functional layer rather than scaling every functional block uniformly.

Sources