University of Tokyo
Oct 2, 2026

University of Tokyo builds 0.6 nm 2D semiconductor as TSMC is reportedly backing 12-inch wafer goal

A research team at the University of Tokyo has developed a new two-dimensional semiconductor material called BCN, made of boron, carbon and nitrogen, and used it to build working transistors, according to the source article. The findings were published in Nature and, as reported by Nikkei, Taiwan Semiconductor Manufacturing Co. (TSMC) has begun supporting the project with a target of achieving 12-inch wafers around 2031. The team said it formed a uniform film about 0.6 nanometers thick on a 2-inch copper wafer. The report also said transistor performance can rival silicon semiconductors. Researchers from National Taiwan University, National Yang Ming Chiao Tung University and Academia Sinica were listed as participants in the Nature paper. The work addresses a long-standing issue in 2D semiconductor manufacturing, where carbon tends to clump during reactions and degrade material quality. The team said it overcame that by supplying carbon slowly on insulating boron nitride crystals and coordinating the timing of boron, carbon and nitrogen atom supply. BCN is also described as a high-performance p-type 2D material, a category the industry has lacked for building full logic circuits with both n-type and p-type semiconductors.

920
University of Tokyo builds 0.6 nm 2D semiconductor as TSMC is reportedly backing 12-inch wafer goal
Wafer
Sep 3, 2026

AI Inference Startup Wafer Raises $40M Series A, Hits $8M ARR with 8 Employees

Wafer, an AI inference startup with just eight employees, has raised $40 million in Series A funding at a valuation exceeding $200 million. The company turned down acquisition offers from multiple cloud and inference service providers. Wafer's inference business reached $8 million in annualized recurring revenue within three months of launch. The company's technology uses an AI agent to automatically optimize model performance on existing hardware, including NVIDIA and AMD GPUs. In internal tests, running GLM 5.2 on AMD MI355X achieved about 80% of the throughput of NVIDIA B200 at less than half the cost. Customers include Vercel and Inworld AI. After the funding, Wafer began hiring for four roles, all requiring five-day in-office work in San Francisco, with engineering offering a base salary of $250,000 plus equity.

6330
AI Inference Startup Wafer Raises $40M Series A, Hits $8M ARR with 8 Employees
Soitec
Aug 31, 2026

Soitec signs multi-year deals with customers as AI-driven wafer demand rises

Semiconductor materials supplier Soitec has signed multi-year strategic agreements with customers, according to Techub News. The company said the arrangements are meant to secure stable revenue and reduce risk. The move comes as wafer demand climbs on the back of artificial intelligence-related chip needs. Techub said the agreements are also intended to reinforce Soitec’s position in the AI semiconductor market. The item cited Crypto Briefing as the original source.

1070
Soitec signs multi-year deals with customers as AI-driven wafer demand rises