GoKawiil
Tech News
Piper Sandler's research note says eight major US tech firms are evaluating Intel's upcoming 14A chip manufacturing process. None has committed to production contracts yet, but the firm says Intel needs to land an anchor customer by late 2026 or early 2027 ahead of a planned 2028 manufacturing ramp.
In an interview, a Syensqo executive described a 'performance pyramid' framework, where commodity materials sit at the bottom and high-performance specialty materials sit at the top. He explained that AI's rapid advancement is piling on technical requirements—heat tolerance, purity, electrical performance, chemical and plasma resistance, long-term stability—that push semiconductor and data center materials toward the top of that pyramid, an area where Syensqo focuses its work.
Startup Besxar, founded by former OpenAI staffer Ashley Pilipiszyn, has arranged with SpaceX to fly small canisters called 'fabships' aboard Falcon 9 boosters to test manufacturing semiconductor precursor materials in the vacuum of space. The company's first two units flew on a July Starlink mission, surviving launch and exposing wafer samples to space despite a data system glitch in one canister. Besxar has raised roughly $14 million, including a $9 million seed round led by Dauntless Ventures and Overture VC, to pursue a dozen planned test flights.