Story thread · 2 reports / 1 sources

Physical AI opens a new growth window for FD-SOI as China builds domestic supply chain

digitimes.com · 21h · first reportShare

AI's shift from data centers into cars, robots, wearables, and connected devices is widening the market for fully depleted silicon-on-insulator (FD-SOI), while China is building a domestic supply chain spanning substrates, foundry capacity, and chip design.