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Robert Quinn shared thisAI chips have plenty of compute. The harder problem is getting memory close enough. That is why Volantis Semiconductor caught my attention. The startup just raised $88 million to tackle this problem with light. Today, NVIDIA’s GPUs can use around 8 HBM stacks. Volantis says its optical approach could support 220 memory chips. That is a very different way to think about AI hardware. The key is VCSEL lasers. They are already used in consumer devices. Volantis wants to use them differently. Instead of electrical connections, light moves the data. Why does this matter? • 8 → 220: Much more memory around the GPU. • Optical links: Potentially fewer distance limitations. • Existing technology: Less reliance on completely new components. The bigger story is not just Volantis. AI performance increasingly depends on moving data efficiently. More compute alone cannot solve that problem. We may be entering an era where connectivity matters as much as compute. Could optical links become a bigger part of the AI chip architecture?
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Robert Quinn shared thisTune into the Daily Semiconductor Industry Podcast for 1st October, 2026! This post is Sponsored by BESXAR, Besxar is an American semiconductor manufacturing company making the next generation of chips in space. Its reusable Fabships leverage the unique environment of space to produce ultra-pure advanced substrates that power AI data centers, quantum systems, nuclear technologies, and defense applications—enabling faster, more efficient production at scale. Besxar is committed to rebuilding a secure and resilient domestic semiconductor base, ensuring the United States leads in the technologies that define the future. visit W W W . B E S X A R . C O M 1️⃣ Infineon: Infineon opened a new $1.4 billion semiconductor facility in Thailand, strengthening the country’s push to become a regional chip manufacturing hub. The backend site starts with 30,000 sq. m. of cleanroom space, expandable to 150,000 sq. m., while Thailand targets $18 billion in semiconductor investment by 2030. 2️⃣ OpenAI–Synopsys: OpenAI and Synopsys are developing GPT-Synopsys, combining frontier AI with EDA tools to automate chip-design workflows such as PPA optimization, timing and verification. The partnership could accelerate engineering cycles while keeping engineers involved in final validation. 3️⃣ Huawei: Huawei is expanding its LogicFolding chip architecture across its Mate 90 flagship lineup to improve performance despite restricted access to advanced manufacturing. The approach delivers significant performance gains but requires more wafers, adding pressure to China’s already-constrained advanced chip capacity. #ChipDesign #SemiconductorManufacturing #VLSI #Lithography #ICPackaging
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Robert Quinn shared thisSouth Korea just crossed $120 billion in monthly exports. Chips drove nearly half of it. South Korea’s September exports reached a record $120.9B. But the bigger story is semiconductor demand. Chip exports surged 262.8% to $60.3B. That changes how we should view the AI infrastructure cycle. This is no longer just a chip industry story. It is becoming a major macroeconomic force. BREAKDOWN • $60.3B in chip exports → AI demand is reshaping trade flows. • +435.3% computer exports → AI infrastructure spending extends beyond semiconductors. • $814.5B Jan–Sep exports → South Korea already surpassed its 2025 full-year record. The supply-chain angle is equally important. South Korean exports to the U.S. rose 137%. Exports to China climbed 122.7%. That creates opportunity across two major markets. It also creates greater exposure to trade restrictions. The next phase of AI investment may increasingly show up in national trade data—not just semiconductor company earnings. Will AI infrastructure become one of the biggest drivers of global trade growth? #Semiconductor #AIInfrastructure #SupplyChain #SouthKorea #ArtificialIntelligence #Memory #HBM #Geopolitics #ChipManufacturing #Tech
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Robert Quinn shared thisTune into the Daily Semiconductor Industry Podcast for 30th September 2026! Todays episode is sponsored by Solecon Laboratories Inc In 1962, Dave Dickey helped invent a way to see exactly how a wafer is doped, layer by layer. In 1975 he started a lab to do it for the industry. Fifty years later, his son Dan is still running it. Fabs send Solecon the wafers nobody else can figure out. Epi, implant, power, analog, high-resistivity substrates. They find what SIMS cant, and they tell you what it means. If your process is doing something you cant explain, send them a wafer. Solecon.com. 1️⃣ TSMC: TSMC is reportedly considering expanding 2nm production, potentially creating additional demand for advanced semiconductor equipment. The move reflects growing AI, smartphone and custom-chip demand, while the final capacity, timing and node details remain to be confirmed. 2️⃣ Samsung Foundry: Samsung’s Foundry and System LSI losses are projected to shrink 41.8% YoY, supported by rising HBM4 demand and 4nm base-die production. External 2nm orders and advanced AI/HPC customers will remain important for further improvement. 3️⃣ NVIDIA: NVIDIA is reportedly exploring glass substrates for next-generation AI chips, with adoption potentially possible by 2028. Taiwanese suppliers including AUO and Innolux are accelerating TGV, glass-core and advanced packaging development as AI chips become larger and more complex. #ChipDesign #SemiconductorManufacturing #VLSI #Lithography #ICPackaging
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Robert Quinn shared thisThe most expensive warning is often the one we ignore. Trending motor current gives you a chance to act before downtime becomes the story.Robert Quinn shared thisHi. I’m the dry pump under Chamber 3. You’ve never met me. I live in the subfab, one floor below the tools everyone watches. Nobody visits unless something goes wrong. For 14 months, I’ve pulled process byproducts through my rotors, around the clock. Here’s what I’d tell you if I could talk: My motor current has been creeping up for three weeks. That’s powder building on my rotors. It’s not a crisis yet. It’s a warning. Wait for the crisis, and I won’t go quietly. A seized pump can take tens or even hundreds of in-process wafers with it. Industry estimates put one unplanned vacuum failure near $150K for a mid-size fab. But if you pull me now, on your schedule, I go to Westminster, Maryland. The people there have been rebuilding pumps like me since 1972. They open me up and read me. The deposits show what your process is doing. The wear shows what your PM interval should be. Then they rebuild me, test me on calibrated equipment, and send me home with a 2-year warranty. The warranty starts the day I’m installed, not the day I ship. One more thing. What I pumped doesn’t fully leave when you shut me off. The people who service me respect that before they pick up a wrench. So check my current trend this week. Planned maintenance is a choice. Unplanned failure is a bill. — Your dry pump, Chamber 3 ADVACO | Dry, turbo, cryo, roots, rotary vane, scroll, and diffusion pump rebuilding | ISO 9001:2015 registered | Pick-up and delivery available #ADVACO #VacuumPumps #Subfab #SemiconductorManufacturing #PredictiveMaintenance #Uptime #IndustrialReliability #EquipmentEngineering
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Robert Quinn shared thisTSMC HAS $265B COMMITTED TO ARIZONA. TEXAS MAY BE NEXT. TSMC is reportedly evaluating a potential Texas investment. The plans are not finalized, according to Reuters sources. That matters beyond one new fab location. TSMC is building a broader U.S. manufacturing footprint. Arizona already represents a massive commitment. Texas could add another strategic manufacturing hub. The bigger question is supply-chain resilience. • $265B committed to Arizona → U.S. capacity keeps expanding • 12 facilities planned/current in Arizona → ecosystem depth is growing • Texas evaluation → geographic diversification could accelerate Texas also brings a deep semiconductor ecosystem. It has equipment, talent, suppliers, and chip customers. If TSMC expands there, the impact goes beyond capacity. It could reshape where semiconductor supply chains cluster. The Texas plan remains unconfirmed. But the direction is worth watching closely. Could Texas become TSMC’s second major U.S. manufacturing hub? #Semiconductor #TSMC #SupplyChain #SemiconductorManufacturing #Texas #Arizona #ChipManufacturing #Geopolitics #USManufacturing
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Robert Quinn shared thisTune into the Daily Semiconductor Industry Podcast for 29th September 2026! Before we dive in, I want to give a huge shoutout to our sponsor, TPD® Workforce Solutions. If you are building a semiconductor team whether you need fabrication technicians, process engineers, equipment technicians, or integration engineers TPD has you covered. They are one of North Americas top semiconductor recruitment agencies with over 45 years of workforce expertise, a 90% job placement success rate, and a best-in-class performance guarantee. They place the right talent, when you need it, across the US and Canada. 1️⃣ Samsung Electronics expects HBM to consume nearly 30% of global DRAM wafer capacity in 2027, up from 20% today, potentially tightening conventional DRAM supply and supporting higher memory prices. 2️⃣ TSMC is reportedly considering a massive Texas expansion that could exceed its $265 billion Arizona investment, while VIS-NXP is evaluating a second Singapore fab as AI demand keeps mature-node and advanced-packaging capacity tight. 3️⃣ Meanwhile, Efficient Computer raised $100 million at a $650 million valuation, bringing total funding to $176 million. The startup is commercializing data-flow processors designed to deliver significantly higher performance and energy efficiency, initially targeting drones and small robots before expanding toward data-center applications. #ChipDesign #SemiconductorManufacturing #VLSI #Lithography #ICPackaging
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Robert Quinn shared thisI like the focus on the fundamentals behind the equipment, not just the logo on the tool. In a growing fab environment, technicians who understand the systems, failure modes, and root causes can bring value quickly across different platforms.Robert Quinn shared thisTwenty years. Deposition tools. Lithography. Abatement. Gas delivery systems. Installs, preventive maintenance and root-cause fixes when a tool goes down. That is one field service engineer my team is working with this month. Most job posts would ask this person one question first: which brand? Its a fair question. Platform experience matters, and it shortens ramp time. But it isnt the whole story. A gate valve does the same job whatever logo is on the chamber. So do manometers, turbo pumps, RF generators and mass flow controllers. Someone who has kept those running for twenty years has learned the physics under the brand. That part takes a career to build. The platform details come much faster. One finding from our 2026 workforce guide stands out. The biggest share of the talent gap across the US and Canada isnt engineers. Its cleanroom technicians and maintenance techs, the people who keep the tools up. So the job is recognizing the match. A thin films tech who ran sputter and e-beam tools already speaks the language of your PVD platform. An abatement tech already knows your gas systems. The TPD team makes these matches. Hiring for a fab or an equipment maker in Arizona, Texas or anywhere a new line is coming up? Tell me which seat on your floor takes the longest to fill. Kept tools running for years and wonder whether that counts? It does. Send me a note. TPD has spent over 45 years placing technical talent across the US and Canada. Semiconductors. Advanced manufacturing. Mining. #Semiconductors #FieldServiceEngineer #CleanroomTechnician
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Robert Quinn shared thisSamsung Electronics Just Put $1 Billion Behind AI’s Next Bottleneck The AI race is no longer just about chips. It is increasingly about everything around them. Samsung companies are investing $1 billion in Helix Digital Infrastructure. KKR launched Helix with $10B+ in committed capital. That changes the conversation. The next constraint may not be semiconductor capacity. It could be power, data centers, construction, and cloud infrastructure. BREAKDOWN • $1B Samsung investment → Expands exposure beyond chips. • $10B+ Helix capital → Signals infrastructure at massive scale. • Nvidia + Vistra partnership → Connects compute with power supply. This is where the semiconductor story gets interesting. AI infrastructure increasingly requires multiple industries working together. Samsung already touches several of them. Semiconductors. Construction. Data centers. Cloud. Finance. The bigger question is becoming: Who controls the infrastructure needed to deploy AI at scale? #Semiconductor #AIInfrastructure #ArtificialIntelligence #DataCenters #SupplyChain #Samsung #Nvidia #CloudComputing #SemiconductorIndustry #Technology
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Robert Quinn liked thisAI chips have plenty of compute. The harder problem is getting memory close enough. That is why Volantis Semiconductor caught my attention. The startup just raised $88 million to tackle this problem with light. Today, NVIDIA’s GPUs can use around 8 HBM stacks. Volantis says its optical approach could support 220 memory chips. That is a very different way to think about AI hardware. The key is VCSEL lasers. They are already used in consumer devices. Volantis wants to use them differently. Instead of electrical connections, light moves the data. Why does this matter? • 8 → 220: Much more memory around the GPU. • Optical links: Potentially fewer distance limitations. • Existing technology: Less reliance on completely new components. The bigger story is not just Volantis. AI performance increasingly depends on moving data efficiently. More compute alone cannot solve that problem. We may be entering an era where connectivity matters as much as compute. Could optical links become a bigger part of the AI chip architecture?
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Robert Quinn liked thisI continue to be impressed by the commitment of companies like King's Hawaiian / Irresistible Foods Group to inspire and equip the next generation of innovators. For nearly ten leaders to take valuable time to meet with students says a great deal about the values and future strategy of this company. One of the key things we aim to expose our Innovation Fellows to in our UGA Student Industry Fellows Program is the "practice of excellence". I found this and past conversations with leaders like John Linehan and Joe Garrigan to be inspiring. While they might use the word "irresistible" and the UGA Student Industry Fellows Program might use "legendary", this dedication to excellence in the service of customers is both rare and critically important--and it can be scaled via their innovation methodology of Discover ->Build -> Launch. Thank you for the innovation insights, the investment in our students and for being an example of "excellence". #irresistible #innovation #universityindustrypartnerships #projectbasedlearning #workintegratedlearningRobert Quinn liked thisInnovation Fellows from the UGA Student Industry Fellows Program were honored to host leaders from King's Hawaiian / Irresistible Foods Group this week at our homebase in the University of Georgia - Innovation District. Thank you to John Linehan, Eric Buchanan, Joe Garrigan, Eduardo Kaito Alzati Amano, Lauren Asato, Arielle Bartram, Ben Kelly, Jeffrey Kempski and Antoine M. for a rigorous discussion around "agency" and the importance of "irresistible" in governing strategic decision making. #universityindustrypartnerships #projectbasedlearning #innovation
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Robert Quinn liked thisRobert Quinn liked thisStay ahead of the curve with the best strategies, technology innovations, public policy & market insights for the changing electronic gases & systems landscape. ESGS 2026 brings together producers, end users, and equipment suppliers to tackle the challenges and innovations shaping electronic specialty gases. Over three days, you'll gain insights into the bulk, rare, and specialty gas markets, from contamination control and gas metrology to sustainability and the latest market outlooks. Hear the opening keynote from Joe Stockunas, President of SEMI Americas, and featured presentations from Google and National Institute of Standards and Technology (NIST), plus sessions from experts at Entegris, Intel, Micron Technology, Samsung Electronics, and more. Join us in Phoenix, November 10–12. Discounted hotel rooms are available, so book your stay early! ➡️https://lnkd.in/ez-bUa3t
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Robert Quinn liked thisRobert Quinn liked thisAccording to reports, Huawei is expanding its advanced LogicFolding chip architecture into the upcoming Mate 90 flagship smartphone series, noting that the innovative chip design requires significantly higher wafer consumption per unit. #Huawei #TechGiants #ChipMaker #Chips #SoC #Chipset #Chipsets #Kirin9050Pro #Kirin9050 #Semiconductors #MobileChips #Smartphones #Hardware #ConsumerTech #MobileTechnology #MobileTechnologyNews #TechNews https://lnkd.in/diUwvEmJ[News] Huawei Expands LogicFolding Chips to Mate 90 Flagships, but Design Requires More Wafers[News] Huawei Expands LogicFolding Chips to Mate 90 Flagships, but Design Requires More Wafers
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Robert Quinn liked thisRobert Quinn liked thisIs AI coming for blue-collar jobs? Don’t expect it to look like this robot. Ford CEO Jim Farley says AI will mostly show up in skilled-trades work as a “companion," at a Ford event on Wednesday. Ford Pro is using AI to walk dealer technicians through jobs they’ve never done. Ford also uses AI vision systems to check things like whether a door fits. The bigger risk, Farley said, is in screen-based work. If you’re in finance doing spreadsheets, in a call center, or an entry-level programmer, those jobs "are definitely going to be changed and eliminated with at least this first inning of AI.” Read more: https://yhoo.it/4rFjlrE
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Robert Quinn liked thisRobert Quinn liked thisWhat does it take to run language models efficiently on resource-constrained Edge devices? Our Director of AI Architecture, Karthikeyan Shanmuga Vadivel, explores this in Electronic Design, using Google’s Gemma 3 270M running locally on Coralboard, powered by the Synaptics Astra® AI-Native SL2619 SoC. He breaks down how mixed-precision quantization, heterogeneous compute, and workload-specific optimization can address memory, power, and performance challenges. As more AI moves onto devices, the model is only part of the equation. Software, memory architecture, and compute need to work together. That’s the power of the Astra platform: a full-stack approach designed to streamline development and scale to specific application requirements. Read more: https://lnkd.in/ef4P49fE #EdgeAI #EmbeddedAI #OnDeviceAI
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Robert Quinn liked thisRobert Quinn liked thisAs an account executive, Jenna solves problems that don't always look like traditional advertising problems. Working in Google Ads, she acts as a strategic consultant for restaurant brands, using data and customer behavior to uncover opportunities for growth. For one client, Jenna found friction in the digital ordering experience that was turning away potential diners. She led an effort to use predictive AI to bring in customers more likely to place an order, then scaled the approach. Jenna calls this “business fluency”: translating technical solutions into the financial language of a client’s industry. “By listening more than speaking and prioritizing their long-term health, I prove our goals are aligned,” she explains. Read Jenna’s story and learn more about the skills behind strategic sales at Google → https://goo.gle/4hU353g
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Robert Quinn liked thisRobert Quinn liked thisElectromontaj S.A. a semnat în asociere cu Vodafone România un contract de 476 mil. lei (92 mil. euro) cu Transelectrica S.A. pentru proiectul pilot de staţie digitală Alba Iulia https://lnkd.in/dKzak5Tj
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Kings Media
Kings Media · Jan 2024 – Present
Kings Media is the semiconductor industry's premier content and communications partner — built by an engineer, for engineers.
Founded by Robert Quinn, a former Applied Materials process engineer and Moov Technologies corporate evangelist, Kings Media delivers strategic LinkedIn content, co-branded thought leadership, video production, and live event coverage exclusively to semiconductor companies.
With 70,000+ followers and 10M+ annual impressions…Kings Media · Jan 2024 – Present
Kings Media is the semiconductor industry's premier content and communications partner — built by an engineer, for engineers.
Founded by Robert Quinn, a former Applied Materials process engineer and Moov Technologies corporate evangelist, Kings Media delivers strategic LinkedIn content, co-branded thought leadership, video production, and live event coverage exclusively to semiconductor companies.
With 70,000+ followers and 10M+ annual impressions, Robert doesn't just create content — he connects your brand directly to the engineers, executives, and decision-makers who shape the industry. Whether Robert stands as your company's voice or coaches your executive team to own theirs, Kings Media positions semiconductor companies as the trusted authorities in their space.
Marketing material created by an engineer for engineers.
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Employee of the quarter
Applied Materials
This award was issued to me for the successful project management and implementation of ISO 14001 within the SES department.
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