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Between InGaAs and Si: SWIR Sensor Supply-Chain Risks and the Practical Alternative of NIR CMOS

Jun 20, 2026

As supply-chain risks grow around InP and InGaAs-based materials, not every SWIR application necessarily requires an InGaAs sensor. Below 1,100 nm, silicon-based BSI CMOS can be a practical alternative in terms of cost and supply stability. This article looks at the technical boundary between InGaAs and silicon.

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Machine Vision
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Semiconductor
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The Speed of Chinese Manufacturing Seen at Shanghai Vision China and Semicon China 2026

Jun 3, 2026

A recap of visiting Shanghai Vision China and Semicon China 2026. The shift toward edge devices by Chinese companies, the overwhelming scale of Semicon China, and the vertical integration of materials, components, and equipment made the speed—and the urgency—of Chinese manufacturing feel very real.

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Axelera AI's large investment attraction: Reasons why European AI semiconductors are gaining attention again

Mar 9, 2026

Dutch AI semiconductor startup Axelera AI has secured an investment of $250 million. This news goes beyond simple funding; it reaffirms the presence of European AI semiconductor startups and the growth potential of the edge semiconductor market for AI inference. I summarized why Axelera AI is gaining attention and what this investment means for the industrial AI and machine vision sectors.

Axelera AI
AI CHIP
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