2025 Semiconductor Trends & Top Stories

by Priyanka Patel

The relentless drive to miniaturize chips just hit a new milestone: both Intel and TSMC have begun manufacturing transistors using a novel “nanosheet” design, achieving unprecedented density in test memory cells.

Beyond Moore’s Law: The Latest in Semiconductor Innovation

This year’s biggest semiconductor stories weren’t about single breakthroughs, but the long, complex journeys from lab to market—and the hurdles along the way.

  • Nanosheet transistors and nanoimprint lithography are pushing the boundaries of chip design.
  • Optical interconnects are moving closer to reality, promising faster data transfer within data centers.
  • The U.S. CHIPS Act faced setbacks with the dissolution of key funding organizations.
  • Researchers in China achieved a remarkable 99.7% yield integrating nearly 6,000 2D transistors.

The semiconductor industry is no stranger to incremental progress, but 2024 saw several technologies mature after years of development. Beyond the expected advancements in transistor design, like the production of nanosheet transistors, and the arrival of nanoimprint lithography, there were also exciting developments in optoelectronics, including the commercialization of optical fiber links directly within processor packages.

Peter Crowther

Cooling Chips with Diamonds

One particularly intriguing innovation involves tackling the ever-present challenge of heat dissipation. Stanford professor Srabanti Chowdhury and her team have pioneered a method to grow diamonds inside ICs, positioning them just nanometers away from heat-generating transistors. The result? Radio devices running more than 50 degrees Celsius cooler, opening the door to integrating this highly conductive material into 3D chips. This research was part of a larger special report exploring innovative cooling solutions, including the use of lasers.

A cloudy red partial ring in a field of stars (left). A red sphere on a field of black (right).
Left: Stefan Ziegenbalg; Right: ASML

The Complexities of EUV Lithography

The development of extreme ultraviolet (EUV) lithography, a crucial technology for creating ever-smaller chip features, is a story of immense technical challenges. ASML recently solved a key puzzle in building the light source for this process—a feat involving supernovas, atomic bomb blasts, high-powered lasers, and even a contribution from computer pioneer John von Neumann. It’s a testament to decades of dedicated research and engineering.

Zoomed-in optical microscope image showing a single die consisting of 5,900 molybdenum disulfide transistors, with input and output pads placed around the periphery.
Mingrui Ao, Xiucheng Zhou et al.

2D Transistor Integration Advances

Researchers in China achieved a significant milestone in 2D semiconductor technology, successfully integrating nearly 6,000 molybdenum disulfide devices to create a RISC-V processor. Remarkably, this was accomplished using laboratory-level manufacturing, yet the team achieved a 99.7% yield of functional transistors.

A masked worker standing in front of a large floor-to-ceiling manufacturing system.
Canon

Nanoimprint Lithography Gains Traction

A potential competitor to EUV lithography, nanoimprint lithography, is gaining momentum. Canon announced the sale of its first nanoimprint lithography system for chip manufacturing. Instead of using light to pattern the silicon, this technology physically stamps the chip’s features onto the material. This technology has been in development for decades.

An illustration of the logo for Natcast, which resembles an American flag with components related to chips, falling apart.
IEEE Spectrum; Source image: Natcast

Setbacks for the CHIPS Act

The U.S. CHIPS and Science Act, intended to bolster domestic chip manufacturing and research, has faced challenges. The National Semiconductor Technology Center, a key component of the Act, was dissolved by the Commerce Department in late Summer, a move that surprised many industry experts. Another CHIPS Act center, the SMART USA Institute, dedicated to digital twins for chip manufacturing, was also shut down.

Nvidia GPUs on a black background.
Nvidia

Optical Interconnects Move Closer to Reality

The promise of faster, low-power optical interconnects within processors has long captivated engineers. This year, progress was made as both Broadcom and Nvidia independently developed optical transceivers integrated with network switch chips, enhancing data transfer speeds within data centers.

Golden lines on a black background reminiscent of a circuit diagram.
IEEE Spectrum

Nanosheet Transistors Show Promise

TSMC and Intel are now manufacturing transistors based on the nanosheet design. Initial results show both companies achieving remarkably similar dimensions in SRAM memory cells for these new chips. Interestingly, Synopsys also designed a cell using older transistor technology that matched the density, though with lower performance.

Silicon wafer with layers stacked in detail, highlighting texture and layering process.
Optics Lab

The journey from raw materials to finished smartphone is a global undertaking, spanning over 30,000 kilometers. From the quartz mines to the silicon ingot and ultimately to the complex circuitry within our devices, the process highlights the intricate supply chains that underpin modern technology.

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