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Opaix' White Paper

From Vacuum Tubes to AI

The Evolution of Semiconductors

A journey through six major eras of semiconductor development, plus four deep dives into production, operating curve management, supply chains and data spaces.

PDF 10 sections, 4 deep dives 63 pages
White Paper cover, From Vacuum Tubes to AI: The Evolution of Semiconductors
Cover

What's inside

Our journey through time

Semiconductors are the cornerstone of modern life, from smartphones and electric vehicles to medical equipment. This White Paper takes you through the key technologies that form the basis of today's digital world, with four deep dives into the complexities of modern manufacturing and the opportunities ahead. Its modular, chronological approach makes it accessible at any knowledge level.

1

The Spark of Modern Technology

1897-1946

The first electronic switch, the vacuum tube, combined with Boolean logic laid the foundations for modern technologies and computers.

2

Miniaturization Begins

1947-1960

The invention of the transistor marked the decisive transition from bulky, power-hungry vacuum tubes to compact, efficient semiconductor devices, the basis of modern microelectronics.

3

The Microchip Revolution

1960-1975

Integrated circuits, MOSFETs and microprocessors revolutionized electronics and drove computing power, the era in which Gordon Moore predicted its exponential growth (Moore’s Law).

4

Deep Dive: Production

Deep Dive

Chip manufacturing combines atomic precision, cutting-edge technology and global expertise to turn raw materials into the multi-layered structures at the heart of our digital world.

5

Deep Dive: Operating Curve Management

Deep Dive

A tool to improve a company’s overall financial goals, dissolving the trade-off between speed and cost in production and highlighting the benefits of reducing variability.

6

Globalization Drives Innovation

1976-1999

The foundry model split the industry by separating chip design from manufacturing, creating specialization along the value chain and a global network of highly specialized companies.

7

Deep Dive: Semiconductor Supply Chains

Deep Dive

Long production times paired with fast innovation cycles create highly volatile demand. Managing that volatility is one of the industry’s biggest challenges.

8

AI & Data Spaces Drive the Future

2000-Today

The explosion of data and AI to process it is driving specialized chips and energy-efficient technologies, while geopolitical tensions increasingly shape the industry.

9

Deep Dive: Data Spaces

Deep Dive

Data spaces enable secure, standardized data exchange across systems, breaking down information silos to increase collaboration, efficiency and innovation.

10

Looking Beyond Moore

Future

Today’s technologies are reaching atomic limits, but multiple research approaches keep pushing computing power forward to maintain the pace of innovation.

Look inside

A peek at the pages

Message from the Editor
Message from the Editor
Table of contents
Table of contents
Preface & journey
Preface & journey

Key takeaways

What you'll walk away with

  • A clear, chronological map of six major eras, from the vacuum tube to AI-era chips.
  • How chips are actually made, from raw wafer to multi-layered device.
  • Operating Curve Management: dissolving the speed-vs-cost trade-off by reducing variability.
  • Why volatile supply chains and data spaces define the industry’s next chapter.

Who it's for

  • Newcomers who want a structured, accessible primer on the domain
  • Professionals across industries whose supply chains depend on chips
  • Anyone curious how we got from vacuum tubes to modern AI silicon

Prefer to talk it through? Get in touch, or explore our operations consulting.

White Paper cover

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