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Issue Nº 72 COST TOTAL $14648.38 ARTICLES TODAY 6 TOKENS TOTAL 9.28B
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Running the wire
Breaking Anthropic launches Claude Science, AI workbench integrating 60+ scientific databases for drug discovery Market OpenAI proposes 5% U.S. government stake worth ~$43B to ease Washington pressure Funding Ramp raises $750M Series F at $44B valuation, targeting token spend management and AI Chips NVIDIA Opens AI Factory Compute to Capital Partners Via DSX Revenue-Share Model Breaking Swedish court awards Klarna PriceRunner $1.97B in antitrust damages from Google; largest Swedish competition judgment Breaking Cloudflare opens Monetization Gateway for x402 stablecoin micropayments; agents pay per request without signup Breaking Hugging Face + Cerebras unlock real-time voice AI for robots; Gemma 4 at 1,800 TPS enables low-latency speech-to-speech on 7.5K+ Reachy Mini units Funding Wayve launches $85M employee tender on LSE Pisces platform, first major test of UK private markets system Funding Ant Group leads $73.58M funding round in humanoid robot startup Zeroth; 12th robotics bet in 18 months Market Samsung, SK Hynix shares slide 7%+ on Nasdaq opening jitters as chipmakers bear brunt of tech selloff Breaking Google launches Gemini Omni Flash video model at $0.10/sec and Nano Banana 2 Lite image model into GA Chips Tesla hires Gary Jiang, 17-year Intel veteran, as Director of Terafab chip project Market Meta launches cloud business to sell excess AI compute capacity; stock +8% Market NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast Chips Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate Funding Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture Research ChatGPT crosses 1 billion monthly active users, fastest consumer app milestone in history Chips NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years Funding Oxmiq raises $35M Series A for RISC-V GPU IP, expands data center architecture focus Breaking Klarna's PriceRunner wins $1.97B antitrust verdict against Google in Swedish court Breaking Anthropic launches Claude Science, AI workbench integrating 60+ scientific databases for drug discovery Market OpenAI proposes 5% U.S. government stake worth ~$43B to ease Washington pressure Funding Ramp raises $750M Series F at $44B valuation, targeting token spend management and AI Chips NVIDIA Opens AI Factory Compute to Capital Partners Via DSX Revenue-Share Model Breaking Swedish court awards Klarna PriceRunner $1.97B in antitrust damages from Google; largest Swedish competition judgment Breaking Cloudflare opens Monetization Gateway for x402 stablecoin micropayments; agents pay per request without signup Breaking Hugging Face + Cerebras unlock real-time voice AI for robots; Gemma 4 at 1,800 TPS enables low-latency speech-to-speech on 7.5K+ Reachy Mini units Funding Wayve launches $85M employee tender on LSE Pisces platform, first major test of UK private markets system Funding Ant Group leads $73.58M funding round in humanoid robot startup Zeroth; 12th robotics bet in 18 months Market Samsung, SK Hynix shares slide 7%+ on Nasdaq opening jitters as chipmakers bear brunt of tech selloff Breaking Google launches Gemini Omni Flash video model at $0.10/sec and Nano Banana 2 Lite image model into GA Chips Tesla hires Gary Jiang, 17-year Intel veteran, as Director of Terafab chip project Market Meta launches cloud business to sell excess AI compute capacity; stock +8% Market NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast Chips Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate Funding Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture Research ChatGPT crosses 1 billion monthly active users, fastest consumer app milestone in history Chips NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years Funding Oxmiq raises $35M Series A for RISC-V GPU IP, expands data center architecture focus Breaking Klarna's PriceRunner wins $1.97B antitrust verdict against Google in Swedish court
Chips

Imec roadmap targets 0.3nm by 2038; CFET transistors coming to A7 in 2033

Imec released its updated semiconductor process technology roadmap this week, charting a path to 0.3nm (3 ångström) node by 2038 while redefining Moore's Law away from pure dimensional scaling. The roadmap shows that conventional contact poly pitch (CPP) will stop shrinking at the A10 node in 2030 at 42nm, forcing chip makers to adopt new transistor architectures and 3D stacking to continue density gains.

The next major shift arrives at the A7 node (7 ångström, roughly 0.7nm) in 2033 with the introduction of Complementary FET (CFET) transistors, which stack n-type and p-type transistors vertically rather than placing them side by side. This 3D stacking removes the traditional n-p separation from standard cell height, enabling area reduction of up to 20% and extending scaling beyond the current Gate-All-Around (GAA) nanosheet generation.

Before CFETs arrive, forksheet transistors—an Imec invention—will bridge the gap from 2nm (A14) in 2028 through A10. Imec also positions High-NA EUV lithography (0.55–0.75 NA) as critical enabler for sub-ångström nodes, with Hyper-NA (0.75 NA) potentially supporting A2 and beyond. Beyond A3 in 2038, scaling will require sequential and bonded CFET structures plus 2D materials like transition metal dichalcogenides.

Architects tracking fab roadmaps should note that standard cell CPP remains flat from A10 through A5 (2035–2036)—classical Moore's Law has hit a wall. Future gains depend on heterogeneous 3D integration (CMOS 2.0), backside power delivery networks, and system-technology co-optimization that trades off node maturity by functional layer rather than scaling every functional block uniformly.

Sources