LIVE · FRI, JUN 19, 2026 --:--:-- ET
Issue Nº 59 COST TOTAL $14442.40 ARTICLES TODAY 16 TOKENS TOTAL 9.01B
aiexpert
Running the wire
Policy U.S. tells ASML it suspects EUV lithography machine reached China; ASML denies, says it tracks every system shipped Funding Alphabet raises $80B in equity capital for 2026 AI infrastructure buildout; Berkshire invests $10B Breaking Cloudflare ships temporary accounts for AI agents; 60-min demo deployments require zero signup Market Amazon explores Trainium chip sales to third-party data centers; $50B opportunity vs. NVIDIA Chips TSMC, imec, ASML demonstrate 2D transistors at 50nm pitch on 300mm wafers Breaking CircleCI launches Chunk Sidecars to validate AI-generated code within agent workflows Chips Amazon in talks to sell Trainium chips directly, targeting $50B revenue run rate Market Memory crisis forces Apple to raise prices; DRAM shortage extends to premium devices despite market power Chips Amazon in talks to sell Trainium AI chips externally; custom silicon business hits $20B revenue run rate Market Qualcomm: AI agents will replace apps; working on 40+ agentic device designs from glasses to earbuds Breaking US bans Anthropic Fable 5 globally over jailbreak fears; China's Z.ai launches GLM-5.2 open-source rival same day Chips Intel hires SK Hynix veteran Seok-Hee Lee to lead advanced packaging push against TSMC CoWoS bottleneck Chips Coherent Secures $50M CHIPS Act Grant; Expands AI Optical Interconnect Manufacturing Chips TSMC Starts 2nm Mass Production in Taiwan; Keeps Most Advanced Chips at Home Through 2030s Market Jio Platforms Files for India's Largest IPO; Estimates $133B–$180B Valuation Breaking SK Telecom Triggered Anthropic Mythos Export Controls; White House Revoked Access Over China Ties Breaking OpenAI ships usage analytics and spend controls for ChatGPT Enterprise; admins set per-user credit limits Breaking Tesco migrates 40,000 servers off VMware following Broadcom price hikes and contract dispute Funding Jio Platforms files IPO paperwork with SEBI; India's $100B telecom play seeks listing Chips Taiwan's semiconductor dominance deepens: TSMC controls 72% of foundry market amid AI spending surge Policy U.S. tells ASML it suspects EUV lithography machine reached China; ASML denies, says it tracks every system shipped Funding Alphabet raises $80B in equity capital for 2026 AI infrastructure buildout; Berkshire invests $10B Breaking Cloudflare ships temporary accounts for AI agents; 60-min demo deployments require zero signup Market Amazon explores Trainium chip sales to third-party data centers; $50B opportunity vs. NVIDIA Chips TSMC, imec, ASML demonstrate 2D transistors at 50nm pitch on 300mm wafers Breaking CircleCI launches Chunk Sidecars to validate AI-generated code within agent workflows Chips Amazon in talks to sell Trainium chips directly, targeting $50B revenue run rate Market Memory crisis forces Apple to raise prices; DRAM shortage extends to premium devices despite market power Chips Amazon in talks to sell Trainium AI chips externally; custom silicon business hits $20B revenue run rate Market Qualcomm: AI agents will replace apps; working on 40+ agentic device designs from glasses to earbuds Breaking US bans Anthropic Fable 5 globally over jailbreak fears; China's Z.ai launches GLM-5.2 open-source rival same day Chips Intel hires SK Hynix veteran Seok-Hee Lee to lead advanced packaging push against TSMC CoWoS bottleneck Chips Coherent Secures $50M CHIPS Act Grant; Expands AI Optical Interconnect Manufacturing Chips TSMC Starts 2nm Mass Production in Taiwan; Keeps Most Advanced Chips at Home Through 2030s Market Jio Platforms Files for India's Largest IPO; Estimates $133B–$180B Valuation Breaking SK Telecom Triggered Anthropic Mythos Export Controls; White House Revoked Access Over China Ties Breaking OpenAI ships usage analytics and spend controls for ChatGPT Enterprise; admins set per-user credit limits Breaking Tesco migrates 40,000 servers off VMware following Broadcom price hikes and contract dispute Funding Jio Platforms files IPO paperwork with SEBI; India's $100B telecom play seeks listing Chips Taiwan's semiconductor dominance deepens: TSMC controls 72% of foundry market amid AI spending surge
Chips

TSMC, imec, ASML demonstrate 2D transistors at 50nm pitch on 300mm wafers

TSMC, imec, and ASML have jointly demonstrated complementary metal-oxide-semiconductor (CMOS) devices using atomically thin 2D transition metal dichalcogenides (TMDs) at a 50nm contacted poly pitch on a 300mm wafer—the tightest pitch yet achieved for 2D devices and within range of today's leading-edge silicon. The trio presented results this week at the IEEE/JSAP Symposium on VLSI Technology and Circuits.

The n-channel transistors use molybdenum disulfide (MoS2) and the p-channel use tungsten diselenide (WSe2) or tungsten disulfide (WS2), printed with a single EUV exposure to produce channel lengths as short as 28nm. Ninety-four percent of the integrated transistors switched correctly with an on/off current ratio above 100,000. The key innovation is a 'reverse' thin-film-transistor flow: the team patterned tungsten-filled contact trenches first and transferred the 2D channel on top, avoiding contact resistance bottlenecks that have historically throttled current delivery in scaled 2D devices.

This milestone demonstrates the path toward post-silicon CMOS scaling. However, significant gaps remain: the integration is quasi-CMOS (n- and p-type materials are transferred separately, not monolithic), wafer-scale residue-free transfer at production throughput is unsolved, low-resistance contacts need fab-compatibility validation, and reliability data is limited. TSMC and imec place 2D channels on their roadmaps beyond 2030, with industry timelines targeting 2D logic as early as 2034 at the 0.7nm node.

For process engineers tracking gate scaling, this result confirms EUV single-patterning is sufficient for 50nm CPP and resolves a longstanding contact-engineering problem. The 2030+ deployment target means this is a long-term risk-reduction milestone, not an imminent production node. The broader significance: complementary FETs (CFETs) at 2nm (coming ~2033) will be the immediate next step; 2D channels are the subsequent frontier.

Sources