Tagged semiconductor manufacturing · show all articles
A next-generation product usually promises more performance than the last. Huawei's 2026 Ascend roadmap breaks that pattern on paper — and the reason why is a rational, deliberate trade-off, not a stumble.
In 2018, GlobalFoundries walked away from the race to the smallest transistor entirely. In 2026, that decision looks less like a retreat and more like a specific, working strategy.
Coverage of China's chip constraints focuses on logic — SMIC, EUV, export controls. The country's leading domestic DRAM maker has its own reported gap, and it compounds the one already getting all the attention.
A larger single die should, in principle, be faster. It is also exponentially more likely to contain a fatal defect. This briefing works through the actual yield arithmetic behind the industry's shift to chiplets.
Every chipmaker in this cohort dices a wafer into individual dies. Cerebras builds one processor out of an entire, uncut wafer — an idea the rest of the industry tried and abandoned decades ago.