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#semiconductors

2 stories tagged semiconductors.

IBM nanostack chip density trend showing 50 billion transistors in IBM’s 2021 2 nm chip and nearly 100 billion in 2026 sub-1 nm technology.

IBM nanostack chip gives Moore’s Law a vertical path

IBM nanostack chip is a 0.7 nm research architecture that stacks transistors, doubling IBM’s 2021 density claim to nearly 100 billion.

Lars Cornelissen · Jun 25, 2026

High-NA EUV comparison showing ASML NXE low-NA EUV at 13 nm resolution and EXE High-NA EUV at 8 nm resolution, with ASML citing 2.9 times higher transistor density.

High-NA EUV turns AI chips into a $400M bottleneck

High-NA EUV is ASML’s 8 nm lithography step for denser AI chips. Treat the $400M tool as a roadmap risk and cost signal.

Lars Cornelissen · Jun 23, 2026