DailySand tracks semiconductor manufacturing across AI, semiconductor infrastructure, capital markets, and critical minerals supply chains. Below are curated source items and daily digests where semiconductor manufacturing appears in today's cross-sector intelligence briefing.
3 items across 3 digests
SK hynix plans a second-phase expansion of its Chinese semiconductor fab that could boost local SSD production by 50%, while simultaneously pursuing a Solidigm IPO on NASDAQ to capitalize on peak data center demand. This dual move addresses supply chain concentration risk in memory and storage while unlocking capital markets access.
Read original →A*STAR researchers published an optimization framework (FAPlace) for chiplet placement and interposer footprint design in 2.5D advanced packaging systems. Improved chiplet integration efficiency directly reduces manufacturing costs and enables higher-density chip designs critical for next-generation computing.
Read original →UC Berkeley researchers demonstrated a silicon photonics MEMS optical switch achieving more than 30 dB extinction ratio with insertion loss below 1.5 dB using a zero-change foundry-compatible process. This advance in integrated photonic switching could accelerate commercialization of optical interconnects for high-speed computing and data center applications.
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