More Than Moore

In April 2024 I pulled on a bunny suit at Intel’s D1X fab in Hillsboro, Oregon, and stood a few feet from a machine the size of a bus and worth a small nation state. Intel Fellow Mark Phillips explained this was ASML’s first High-NA EUV scanner, 165 tons of it. Installation had just wrapped and calibration had begun, but realistically still another few months before test wafe...

Memory is one of the foundational technologies behind every major compute transition, and right now it is more visible than it has been in years. As AI infrastructure expands across training, inference, and large scale cloud deployments, demand for high performance DRAM and storage has moved sharply up the industry agenda. Whether that means HBM feeding the latest accelerator...

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