An Indian startup has scaled commercial production of single-walled carbon nanotubes (SWCNTs) to industrial volumes for use in semiconductor interconnects and battery cells. The move addresses a critical supply bottleneck for next-generation chip packaging where copper traces reach physical limits.
For semiconductor OEMs and data center buyers, SWCNT scaling reduces packaging complexity and power dissipation in dense GPU arrays. If yields remain stable at scale, carbon nanotubes could lower cost-per-watt for AI accelerators by 5–10 percent through 2027.