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Interview: Why Geckos bets materials, not chips, will decide the next AI performance leap
What happened
Geckos chairman Shen Tsung-huan states that as chip manufacturing advances to 2nm, AI computing power gains are increasingly constrained by material properties like thermal conductivity and high-frequency signal transmission. The industry is shifting focus from process technology to materials to drive the next leap in AI performance. Traders should monitor material suppliers for opportunities in the advanced node supply chain.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
Thermal Interface MaterialsHigh-frequency Substrates
Geckos
2nmmaterials-raceAI-performance
Source and time
Source: DigiTimes Asia · 7/10/2026 · View original source
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