SIGNALInfrastructure Software·Jun 17, 2026, 12:47 PMSignal85Medium term

Beyond Chiplets, CMOS 2.0 Moves Scaling into the Circuit

Source: EE Times

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Beyond Chiplets, CMOS 2.0 Moves Scaling into the Circuit

Imec’s Zsolt Tokei and Arm’s Mohamed Awad explain why CMOS 2.0 could redefine semiconductor scaling beyond chiplets. The post Beyond Chiplets, CMOS 2.0 Moves Scaling into the Circuit appeared first on EE Times .

Why this matters
Why now

The semiconductor industry is continuously pushing the boundaries of scaling, and traditional chiplet approaches are beginning to face physical limits, driving innovation towards new paradigms like CMOS 2.0.

Why it’s important

CMOS 2.0 represents a significant evolution in semiconductor manufacturing, potentially redefining how computational power is scaled and integrated, impacting all sectors reliant on advanced silicon.

What changes

The focus of semiconductor scaling shifts from primarily die-level integration (chiplets) to more circuit-level and intra-wafer advancements, offering new avenues for performance and efficiency gains.

Winners
  • · ASML
  • · Imec
  • · Taiwan Semiconductor Manufacturing Company (TSMC)
  • · Applied Materials
Losers
  • · Companies heavily invested only in legacy packaging
  • · Firms unable to adapt to new fabrication complexities
Second-order effects
Direct

Next-generation chips will achieve higher transistor densities and improved power efficiency through advanced circuit-level integration.

Second

This deepens the competitive moat for leading-edge foundry services and equipment providers capable of implementing these complex manufacturing processes.

Third

The increased sophistication of chip design and manufacturing could exacerbate global supply chain dependencies and raise entry barriers for new semiconductor players.

Editorial confidence: 90 / 100 · Structural impact: 70 / 100
Original report

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