NuAxiSemiconductor trade intelligence
Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides
What happened
Geckos Chairman Raymond Shen states that beyond 2nm, AI computing power gains are constrained by materials' heat dissipation and high-frequency signal transmission capabilities, shifting the industry focus from process nodes to materials.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
AI materialsHeat dissipation materialsHigh-frequency signal transmission materials
Geckos
AI2nmMaterialsHeat dissipation
Source and time
Source: DigiTimes Asia · 7/6/2026 · View original source
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