Photonics
For the last two years the hardest thing to get in AI hardware was not the chip itself but the package around it. TSMC's CoWoS capacity has decided how many accelerators can ship. Now TSMC is reported to be weighing another price rise for that packaging, and on 2 November 2026 Marvell agreed to buy Lumentum for about $115 billion to get into optical interconnect. Together they show where the bottleneck is moving: from packaging to the links…
by
Murugavel Ganesan
November 03, 2026
Special Reports
DRAM prices have roughly doubled in 2026, high bandwidth memory (HBM) for 2027 is largely sold out, and phone and PC makers are paying for it. The cause is simple to state: every AI accelerator ships with stacks of HBM, and HBM uses far more wafer capacity per bit than ordinary memory. When the three big memory makers point their fabs at AI, everyone else gets less. This post explains how HBM is built, why it squeezes the rest of the market, w…
by
Murugavel Ganesan
November 03, 2026
Video
The Semiconductor Hub is a single website for the people and companies of the semiconductor value chain, from chip design and IP to manufacturing, packaging and test. Our first YouTube video gives a short tour of what it contains: lifecycles, engineering tools, a glossary, news, jobs, a company directory and events, with the page address for each. Watch it below, then visit the Hub; joining is free. Key takeaways The video is the first in …
by
Murugavel Ganesan
October 29, 2026
Special Reports
From electronic mirrors to predictive perception: how cameras, silicon, connectivity and AI are reshaping the intelligent vehicle. Automotive cameras have moved from simple reversing aids to the main source of meaning in ADAS perception: lanes, signs, traffic lights and road users. Over five overlapping generations they went from one camera serving one function to many cameras feeding a central AI platform alongside radar and LiDAR. The next …
by
Murugavel Ganesan
October 28, 2026
Technology
The Semiconductor Hub (thesemiconhub.com) is a semiconductor knowledge and industry platform that brings market intelligence, product lifecycles, engineering and business tools, a company directory, careers, news and community into one connected place. It went live in a limited first phase on 20 October 2026. Its aim is to help engineers, product managers, founders and students see how technology, economics and the companies behind the silicon c…
by
Murugavel Ganesan
October 26, 2026
Tutorials
Automotive electronics work as one control loop: sensors measure what is happening in and around the car, microcontrollers and processors decide what to do, vehicle networks carry the data and commands, and actuators and power electronics carry out the decision. In an electric vehicle the same electronics also convert and manage the energy that moves the car. No single part is useful on its own; reliability comes from designing the whole chain t…
by
The Editor's Desk
October 26, 2026
Tutorials
An optical power meter measures how much light arrives at a point in a fibre link, using a photodiode that turns optical power into an electrical current, and shows the result in watts or dBm. Paired with a stable light source it also measures optical loss in dB, which is how installers prove a link is within its budget. Accurate results depend on setting the right wavelength, using clean connectors, choosing the correct reference method and usi…
by
The Editor's Desk
October 26, 2026
