From Hybrid Bonding To AI Power: Live At SEMICON West

3D InCites Podcast

3D InCites Podcast
From Hybrid Bonding To AI Power: Live At SEMICON West
Nov 06, 2025 Season 5 Episode 24
Francoise von Trapp

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The floor in Phoenix was packed, and so were the ideas. We sat down with innovators across the stack—equipment makers, metrology experts, logistics strategists, and software leaders—to map the real state of advanced packaging and what it takes to build, measure, move, and power tomorrow’s chips.

EV Group kicked things off with a candid look at die-to-wafer realities: activation on film frame, then 100% overlay metrology that measures tens of thousands of points per hour so every die and corner is verified. They also unveiled LithoScale XT, a fully digital, maskless lithography system printing 300 mm at 60 wph—perfect for massive AI dies and fast design turns. 

Lab14 widened the frame with a portfolio approach: direct-write lithography, single-wafer processing, data prep, and analysis tools working as a coordinated line, with data sharing and AI feedback baked in.

Resilience and regionalization came to life through Kuehne+Nagel’s on-the-ground view: supplier clustering near fabs, cross-border trucking, time-critical services, and 4PL integration that gives real-time visibility and smarter capacity planning. 

ERS showed where throughput meets cost: photothermal debonding with lower stress and reusable glass carriers, demo centers in Taiwan (and planned in North America), plus surge demand for warpage repair as volumes rise.

Process control is moving into packaging with front-end rigor. Nova detailed metrology for hybrid bonding, chemistry monitoring of plating baths, X-ray and XPS/SIMS material insights, and the handling know-how to measure framed wafers and panels reliably. 

Nordson Test & Inspection highlighted AI-driven inspection, ultra-fast acoustic scanning, automated X-ray metrology, and sensor wafers that cut tool downtime and sharpen process windows. Comet showcased its CT and CA20 upgrades for 3D IC and TSV analysis.

Power dominated the later conversations. Siemens argued we need to design for energy from the chip through the blade, rack, and data center, simulating real workloads and cooling to slash gigawatts—then extend that thinking into the fab, where optimizing chillers and facilities already saves serious money. 

Onto Innovation brought it home with execution: the PACE Center now hosts partners’ tools, accelerating experiments for glass, TGV, and panel processes without waiting on public funds.

If you care about hybrid bonding, maskless lithography, CT for 3D ICs, panel-scale packaging, or cutting AI’s energy bill, this one is dense with takeaways and hard truths. Subscribe, share with a colleague who lives in the fab or data center, and leave a review telling us which insight you’ll act on first.


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Episode Artwork From Hybrid Bonding To AI Power: Live At SEMICON West 1:33:06 Episode Artwork Building The U.S. Microelectronics Workforce; A Collective Plan for Sustainable Semiconductors 31:24 Episode Artwork 3D InCites Member Spotlight: Why the Front End Needs the Back End To Win in AI 1:05:55 Episode Artwork First Impressions, Lasting Paths at IMAPS Symposium 2025 20:23 Episode Artwork IMAPS Symposium 2025: Chiplets vs. Dielets and the Truth about Co-Packaged Optics 45:56 Episode Artwork The Unseen Force Behind Semiconductor Device Reliability 43:28 Episode Artwork Relocating SEMICON West: Phoenix's Rise in the Semiconductor Industry 25:51 Episode Artwork San Diego Calling: Your Complete Guide to the IMAPS Symposium 29:12 Episode Artwork Beyond Silicon: The Power of X-Ray Metrology in Advanced Packaging 32:34 Episode Artwork Can Thailand Compete in the Global Chip Race? 18:27 Episode Artwork From Electrons to Photons: ASE's Vision for Sustainable AI 24:10 Episode Artwork 3D InCites Members Reveal Breakthrough Technologies at ECTC 2025 1:15:07 Episode Artwork The AI Revolution: Energy, Ethics, and Advanced Packaging 14:59 Episode Artwork ECTC at 75: Pioneers Reflect on Packaging's Past and Future 26:50 Episode Artwork From Tape-Out to Co-Design: The Evolution of 3DIC Technologies 36:37 Episode Artwork Revolutionizing Semiconductor Quality: The Dynamic Planar CT Advantage 20:06 Episode Artwork The Wireless Golden Gateway: Why Advanced Packaging Professionals Should Attend IMS 2025 31:45 Episode Artwork Acoustic Inspection: The Key to Semiconductor Reliability 31:11 Episode Artwork Chip Champions: How The 3D InCites Award Winners Are Revolutionizing Heterogeneous Integration 1:00:02 Episode Artwork Why Supply Chain Resilience Matters and How to Get It 37:32 Episode Artwork 3D InCites Member Spotlight: How Advanced Packaging is Transforming the Semiconductor Landscape 41:45 Episode Artwork From IMAPS DPC 2025: How Arizona's Universities and Schools Are Revolutionizing Semiconductor Education 42:59 Episode Artwork From IMAPS DPC 2025: How Artificial Intelligence is Transforming Industries and Society 23:51 Episode Artwork What's In Store for IMAPS DPC 2025: Featuring Amy Lujan, Tim Olson, and Jan Vardaman 26:43 Episode Artwork SEMI ISS 2025 Recap and Semiconductor Market Update 37:32