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Efzimfotase alfa demonstrated improvements in bone health in treatment-naïve pediatric patients with hypophosphatasia achieving median difference of 1.67 vs placebo in RGI-C Score at week 25 in MULBERRY Phase III trial

Positive results from the MULBERRY Phase III trial showed that efzimfotase alfa (ALXN1850), an investigational enzyme replacement therapy, demonstrated a statistically significant and clinically meaningful improvement in bone health in children (2 to

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Jun 28 • 3:45 PM EDT • Health • astrazeneca-us.com
Rescheduling marijuana would put politics ahead of science

The Drug Enforcement Administration is considering a proposal to move marijuana from Schedule I to Schedule III of the Controlled Substances Act, which would recognize all cannabis products as havi…

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Jun 28 • 11:00 AM EDT • Science • thehill.com
Rescheduling marijuana would put politics ahead of science

The Drug Enforcement Administration is considering a proposal to move marijuana from Schedule I to Schedule III of the Controlled Substances Act, which would recognize all cannabis products as havi…

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Jun 28 • 11:00 AM EDT • Politics • thehill.com
Patients can save thousands with drug coupons, but only if insurers honor them

Patients who rely on co-pay assistance from drugmakers are typically heavy users of health care for whom delays in treatment or worsening conditions can lead to higher costs, according to patient advocates.

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Jun 28 • 5:00 AM EDT • Health • washingtonpost.com
BET Awards: Druski to make history as youngest host as show honors Lauryn Hill and Teyana Taylor

Druski will make history as the youngest host of the BET Awards on Sunday.

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Jun 27 • 9:23 PM EDT • Entertainment • seattletimes.com
BET Awards: Druski to make history as youngest host as show honors Lauryn Hill and Teyana Taylor

Druski will make history as the youngest host of the BET Awards on Sunday.

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Jun 27 • 9:22 PM EDT • Entertainment • click2houston.com
BET Awards: Druski to make history as youngest host as show honors Lauryn Hill and Teyana Taylor

Druski will make history as the youngest host of the BET Awards on Sunday

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Jun 27 • 9:22 PM EDT • Entertainment • abcnews.com
BET Awards: Druski to make history as youngest host as show honors Lauryn Hill and Teyana Taylor

Druski will make history as the youngest host of the BET Awards on Sunday.

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Jun 27 • 9:22 PM EDT • Entertainment • news4jax.com
States seek to lower drug prices by targeting the companies that manage them for health plans

TOPEKA, Kan. — As consumers worry about medication costs, states are trying to lower drug prices by reining in big companies that oversee prescription coverage for health insurers. Some of those companies, called pharmacy benefit managers, also own pharmacies, and one of them, CVS, has spent millions of dollars fighting

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Jun 27 • 5:52 PM EDT • Health • triblive.com
How Domo went from a $2.8 billion darling to fighting for its survival

Domo has been rocked by executive departures, new competition from AI agents, and the drunken-driving arrest of its founder and CEO, Josh James.

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Jun 27 • 11:16 AM EDT • Business • businessinsider.com
If a Lyme disease vaccine gets approved, how would it go over? We asked hunters

Drugmakers are working on a potential new shot to prevent the tick-borne illness. How might it fare in the era of vaccine skepticism?

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Jun 27 • 6:30 AM EDT • Health • npr.org
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How the dairy industry pushed Trump for migrant labor, and won

President Donald Trump was expected to announce the expansion of a guest-worker program to the dairy industry at a Wisconsin event. Instead, the news came out in a press release, angering immigration hard-liners.

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Jun 27 • 6:00 AM EDT • Politics • washingtonpost.com
States seek to lower drug prices by targeting the companies that manage them for health plans

Legislators across the U.S. are trying to lower prescription costs by reining in big companies that handle drug coverage for health insurers.

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Jun 27 • 12:10 AM EDT • Health • seattletimes.com
States seek to lower drug prices by targeting the companies that manage them for health plans

Legislators across the U.S. are trying to lower prescription costs by reining in big companies that handle drug coverage for health insurers.

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Jun 27 • 12:06 AM EDT • Health • click2houston.com
Americans keep poisoning themselves with semaglutide, other weight loss drugs

These incidents became much more common after the FDA started approving GLP-1 drugs for chronic weight management in 2021.

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Jun 26 • 4:52 PM EDT • Business • cardiovascularbusiness.com
Scientists infected a 'vagina on a chip' with gonorrhea — then cured it with a new antibiotic found by AI

To sift through 6 million molecules in pursuit of new gonorrhea treatments, researchers trained AI to select the best drug candidate and then tested it in a "vagina on a chip."

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Jun 26 • 12:00 PM EDT • Science • livescience.com
Rangers trade Brett Berard to Canadiens for William Trudeau: Sources

The deal marked the first trade between Rangers team president Chris Drury and his predecessor, the Canadiens' Jeff Gorton.

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Jun 26 • 11:27 AM EDT • Sports • nytimes.com
Morocco jails 29, including politicians and sports figures, in drug trial

Casablanca court delivers landmark verdict in 'Escobar of the Sahara' case: up to 12 years for top figures.

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Jun 26 • 10:48 AM EDT • Sports • aljazeera.com
Medicare will soon offer some older Oregonians weight loss drugs for $50 a month. Here’s how it works.

Medicare has long excluded coverage of GLP-1s prescribed solely for weight loss.

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Jun 26 • 10:00 AM EDT • Health • oregonlive.com
Supreme Court rules in weedkiller cancer case

Dems want to unmask Eli Lilly's obesity drug user, a new genome-editing tool raises ethics questions, and more health news

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Jun 26 • 7:41 AM EDT • Health • statnews.com
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Medical breakthroughs collide with the health system

The buzziest advances — like personalized gene therapies or AI-discovered drugs — may not deliver.

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Jun 26 • 5:30 AM EDT • Health • axios.com
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Trump nominates new top deputy to RFK Jr.

Chris Klomp, a 45-year-old tech entrepreneur, gained the president's confidence when he negotiated price cuts with drug companies.

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Jun 25 • 7:32 PM EDT • Health • politico.com
Making Our Own Luck

We are cross-posting a piece that former NIH official Kris Willis wrote for Macroscience. Kris is now the President and Founder of the Woodley Park Institute, for which I’m a board member. Picking winners or hedging bets? Federal science agencies have long wrestled with the question of how to ensure their billions of dollars of grants and contracts result in maximum benefits for Americans. On the surface, it might seem that a goal-oriented, interventionist style of management would be the best policy: prioritize our most pressing problems and distribute funding accordingly.This top-down strategy creates a unique hazard, though: bad choices can send resources in the wrong direction, resulting in slow progress that impedes the delivery of tangible benefits to citizens. Moreover, if decision makers pursue an applied advance when the underlying scientific principles remain poorly understood, they risk costly failures and a loss of support for the research enterprise at large. Examples include Nixon’s 1971 War on Cancer, undertaken on the premise that a cure could be achieved in less than a decade, the drive to build an operational commercial fusion plant by the mid-1990s, and the National Plan to Address Alzheimer’s Disease, which failed to produce the effective treatments and prevention strategies promised by 2025. The contrasting laissez-faire approach is to hedge your bets. If the path to an advance is impossible to predict, then the wisest choice might be to distribute funding to as widely as possible. The main risk of this strategy is that spreading funding thinly may limit the resources available to the most promising research, resulting in the same negative outcomes as the interventionist approach: limited support for the most promising topics, slow progress, and delayed returns. In reality, at science agencies like the National Science Foundation and National Institutes of Health, program managers navigate between these two extremes, setting some funds aside to target high-priority areas and using the rest to cover the widest possible range of meritorious proposals. This middle path seems like the most rational way to proceed, but it still requires making choices. How much should be set aside for high priority topics? What should those topics be? How should we define merit? Expert opinion can provide a helpful guide, but leading experts can have remarkably different opinions about what matters and what should be prioritized. Moreover, experts and administrators alike can be risk averse, giving an edge to high-profile, well-established concepts. What’s really needed is a data-driven framework to help guide decision-making, one that doesn’t simply repackage prestige or incumbency. Recognizing breakthroughs years in advance Many breakthroughs fail to attract funding or recognition at the earliest stages of development. Katalin Karikó, for example, spent years struggling to win grants for work on mRNA that would eventually win her and Drew Weissman a Nobel Prize. Similar stories can be told about Jim Allison’s groundbreaking studies leading to the development of cancer immunotherapy, Stan Pruisner’s demonstration that prions can self-replicate without DNA, or Robin Warren and Barry Marshall’s proof that Helicobacter pylori, not stress, causes ulcers. Yet at some point, the scientific community recognizes and responds to transformative breakthroughs like these. How does that change happen? And what if science funders could identify the areas that are on the cusp of a breakthrough? Those questions led my collaborators and me to study how scientists responded to past breakthroughs. Based on patterns in that data, we developed a means of predicting future breakthroughs, using biomedicine as a proof of concept. It’s worth taking a moment to describe how our approach works. Briefly, our prediction process begins by grouping the 18 million or so peer-reviewed papers in PubMed, the authoritative database of biomedical research, into roughly 50,000 unique topics. A small subset of these topics are so widely acclaimed as breakthroughs that they have been recognized with a major prize like a Nobel or a Lasker Award. We theorized that studying the development of these outliers over time, especially before they gained acclaim, was the key to identifying future instances of them. After defining topics, we chose 21 representative breakthroughs and asked what they looked like before they won prestigious prizes. To answer that question, we re-ran our topic-mapping algorithm repeatedly, winding back the clock one year each time, stringing together the years to follow the progress of each field as it grew and advanced. We found that in each case, the years leading up to a discovery followed a pattern: a burst of papers on a new, rapidly evolving topic, many of which quickly became influential. These characteristics—the percent of papers that are new, the percentage of papers that are brought in from other topics, and the influence of each individual paper—can all be measured separately for any given topic. Together, they act as a predictive signal that is detectable an average of five years before a transformative discovery is made, and up to thirty years before the discovery receives a major prize. Scanning the current research landscape for topics that display this signal allows us to predict what work will likely produce a future breakthrough. Each year we analyzed includes four or five signals, a number that appears to have remained constant across a twenty year time frame. In their classic work on the sociology of science, Bruno Latour and Steve Woolgar established that the desire to participate in a major discovery is an important motivator for scientists as they consider whether they should take up (or abandon) a research problem. Although further work is needed, the simplest explanation for our results is that this behavior is widespread enough to detect at scale. A foundational advance, or something like it, draws the attention of scientists and causes them to change the direction of their research. They vote with their feet, staking their own reputation and careers by publishing on and citing the new idea. That upswell of interest is the foundation of our breakthrough signal. What kind of research does our model identify as a breakthrough? After building a model based on the patterns in our 21 preselected breakthroughs, we tested it by identifying all early signals of discovery from 1994 through 1997. Of the 18 signals we found in that time period, 17 can be traced forward in time to a breakthrough. Examples include super-resolution fluorescence microscopy (see the image above), the directed evolution of proteins and enzymes (Chemistry Nobel, 2018), and sequencing the human genome (National Medal of Science, 2008). The discovery of the role of leptin signaling in obesity is a particularly interesting case study. Around 1950, scientists noticed the existence of a type of lab mouse that suffered from a unique inherited form of obesity. When given the freedom to choose their own diet, these mice ate more than normal and preferred food that was high in fat. Researchers had few clues as to why the animals overate; early experiments pointed to the existence of a soluble ob factor found circulating in the bloodstream that regulated appetite, but its identity was unknown. In 1994, Jeffrey Friedman and colleagues identified and sequenced the ob gene, noting that the protein it encoded appeared to fit the profile of a circulating factor. A year later, a trio of high-profile publications demonstrated that ob was a hormone that regulated body weight and fat deposition by regulating appetite. One of these was co-authored by Friedman, who christened it leptin from the ancient Greek word for thin. Using our model, the data from 1996 make it clear this advance would become a breakthrough. Scientists had flocked to study the biology of the new hormone, generating the flurry of new papers and citations required to produce a signal. One of these demonstrated that serum leptin concentrations reflected the amount of adipose tissue in the human body, providing clinical validation of the earlier mouse studies. Before the identification of leptin, scientists were unable to point to a specific molecule that controlled appetite and adiposity, so that it was impossible to rule out non-physiological causes of obesity; its characterization fundamentally changed our concept of weight gain. In 2010, Friedman and fellow pioneer Douglas Coleman were awarded a Lasker for the discovery. Our work also identifies breakthroughs in clinical practice and behavioral and social sciences, even though these areas are less likely to draw the attention of major prize committees. One example that falls into this category is the introduction of endovascular aneurysm repair, a minimally invasive surgical procedure for the treatment of abdominal aortic aneurysm, a leading cause of death among Americans over the age of 65. Relative to the previous standard of care, it reduces in-hospital mortality by almost four-fold. In 2017, Timothy Chuter received the American College of Surgeons’ prestigious Jacobsen Innovation award for his multiple refinements to the technique. Another under-recognized breakthrough identified by our model is the development of standardized survey instruments to assess the quality of life for HIV+ patients. The antiretroviral cocktails introduced in the mid-1990s reduced AIDS mortality, but treatment came with serious side effects. The new evaluations showed that patients whose disease progressed had worse physical functioning than Americans with other chronic diseases, while those who were asymptomatic maintained a health-related quality of life on par with the overall US population. This evidence made it possible for patients and activists to argue that even in the absence of a total cure, and in spite of the side effects, alleviation of symptoms was a worthwhile priority for clinicians. My colleagues and I have failed to identify any significant recognition for the physicians and health policy experts who pioneered this advance, although in 2016, researchers called for the World Health Organization to set targets for good health-related quality of life as part of its framework to end the AIDS pandemic. From forecasting to funding How should science funders use our predictions? Any serious discussion of what we should do with this new capability needs to begin with an understanding of its limitations. We can’t (and shouldn’t) invest all of our resources in the small number of topics predicted to produce breakthroughs. Innovative new fields are born from existing ones; they rarely arise de novo. If funders don’t maintain a diverse portfolio, the breakthroughs of tomorrow will have no antecedents. Think of this as eating the seed corn, or killing the goose that lays the golden egg. There are also multiple goals of funding beyond basic scientific discovery, including translating discoveries into clinical practice, developing new technologies, supporting economic development, and training new scientists. The investments needed to accomplish these goals are likely different from those required to support emerging breakthroughs. Finally, we must be aware that we may not capture every instance of a breakthrough. The concept is fuzzy, and not every significant discovery is recognized with a major award. Further, breakthroughs are rare, meaning that our dataset is, by necessity, small. This makes formal estimates of accuracy challenging. Although our overall success rate appears to be high, any one signal may turn out to be a false positive. We found one apparent example: the development of the third generation COX-2 inhibitors, Vioxx and Celebrex, which were much celebrated in the early 2000s as effective but non-addictive pain relievers, meets all the algorithmic criteria of a breakthrough. Five years after it received FDA approval, researchers demonstrated that Vioxx was associated with serious cardiovascular complications, and the manufacturer voluntarily pulled the drug from the market. Celebrex remains available, although like other NSAIDs, it carries an FDA warning for increased cardiovascular risk. Decision makers who were overly focused on the breakthrough potential of this research might have wasted substantial resources nurturing an area that ultimately proved to be a failure—but so would those who relied on expert opinion at the time. That said, the potential benefits of funding the next mRNA vaccine or cancer immunotherapy years earlier than we might have are large. When we can’t assume the outcome of an action, it’s worth conducting an experiment. Can targeted support for areas that are poised to produce a breakthrough increase the return on scientific investment without cannibalizing future advances? With the necessary administrative infrastructure in place, conducting this experiment would be straightforward. First, identify all the breakthrough signals between 2018 and 2023, select half at random, and commit to a decade of investment. For biomedicine, a six year window should yield about 30 topics with the potential to produce a breakthrough. Providing strong support to half of these might be accomplished for $300 million a year. That’s roughly half of the recent annual budget of the NIH Common Fund or around 20% of the fiscal year 2025 budget for ARPA-H. After five years, then again at ten, compare to see which group — the one that was actively managed, or the control — produced more breakthroughs, and on what timescale. Although we used biomedicine as an example, the same experiment could just as well be run for physics, materials science, or any other discipline. Any attempt to undertake such an experiment should keep three points top of mind. First, we can predict the topic of future breakthroughs, but the people and vision for how to move the work forward are still important. In practice, this means success requires active program managers with the expertise to develop the science and the authority to do so, including by recruiting investigators. Second, we would be wise to learn from the failures of past attempts to fund transformative research. High among these are funding modestly repackaged work, confusing the genuinely novel with the merely unfamiliar, and relying too much on incumbent investigators. All of these risks can be mitigated by thoroughly and intelligently integrating high quality data into portfolio management. Finally, we need to have patience. Even with strong funding support, producing a breakthrough takes time. If supporting breakthroughs is the best way to nurture the birth of new fields, we also need to accurately describe and properly manage the other two stages, so that we invest wisely throughout the productive lifetime of ideas and divest once they reach the point of diminishing returns. We would benefit from more study of all of these phases, especially the transition from one to another. More research could answer questions like: When does a breakthrough become an established field? How do the availability of funding, the size and characteristics of the available workforce, and the accumulation of evidence that disagrees with prevailing models affect a field’s decline? Exactly how do old ideas give birth to new ones, and can we speed up the process? The more we understand about the dynamics of scientific progress, the better we can maximize the odds that our curiosity leads to results. I’d call that finding a way to make our own luck.

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Jun 25 • 4:48 PM EDT • Science • goodscience.substack.com
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Scientists measure hidden quantum forces that could power a new generation of pharmaceutical drugs

It's one thing to design a pharmaceutical drug. It's another to know if and why it actually works; not on paper or in a computer model, but inside the chaotic world of living systems, where proteins twist ...

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Jun 25 • 4:20 PM EDT • Science • phys.org
Health Subcommittee Markup of 15 Bills Addressing Illicit Drugs and Health Care Price Transparency

The Committee on Energy and Commerce is the oldest standing legislative committee in the U.S. House of Representatives and is vested with the broadest jurisdiction of any congressional authorizing committee.

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Jun 25 • 1:00 PM EDT • Health • energycommerce.house.gov
CMS projects national health spending grew to $5.7 trillion in 2025

National health spending is projected to have reached $5.7 trillion in 2025, up 7.3% from 2024, according to an analysis by the Centers for Medicare & Medicaid Services published yesterday by Health Affairs. It marks the third consecutive year of growth greater than 7%. CMS projects growth to continue in 2026 due to continued demand for high-cost retail prescription drugs, mostly from individuals with Medicare and private insurance.

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Jun 25 • 10:44 AM EDT • Health • aha.org
Scientists measure hidden quantum forces that could power a new generation of pharmaceutical drugs

Researchers invent a laser technique that reveals the hidden forces shaping proteins, advancing a future of precision medicine engineered with quantum precision.

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Jun 25 • 10:24 AM EDT • Science • stories.tamu.edu
FDA-approved drug may finally help immunotherapy defeat rare liver cancer

Researchers found that a rare liver cancer evades immunotherapy by luring immune T cells away from the tumor and trapping them in nearby fibrous tissue. An FDA-approved drug called AMD3100 freed those T cells to attack the cancer, significantly improving the effectiveness of immunotherapy in tumor samples.

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Jun 25 • 8:00 AM EDT • Science • sciencedaily.com
Hims' obesity drug business may get boost as employers drop coverage

Telehealth provider Hims and Hers Health may get a boost next year from employers dropping coverage of weight-loss drugs like Novo Nordisk's Wegovy and Eli Lilly's Zepbound and Foundayo ​to rein in costs, investors and analysts say.

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Jun 25 • 6:04 AM EDT • Business • reuters.com
U.S. health spending rose sharply in 2025, thanks to GLP-1 use and more care

People are getting more care and using lots of GLP-1 drugs, fueling a sharp increase in health care spending.

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Jun 24 • 4:00 PM EDT • Health • statnews.com
This health data provider could benefit as AI reshapes drug research

Harvey Stober, senior equity analyst and correspondent at CNBC, explains why this healthcare company could benefit from artificial intelligence reshaping the drug industry thanks to its treasure trove of data.

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Jun 24 • 1:38 PM EDT • Health • cnbc.com
FSU computational scientist helps advance targeted drug-delivery systems using coding, modeling

A Florida State University computational scientist is paving the way for future medical breakthroughs by developing mathematical models and simulations to

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Jun 24 • 9:56 AM EDT • Science • news.fsu.edu
How a $0 co-pay saves billions

Bringing down drug costs is the first step to improve health care affordability.

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Jun 24 • 6:45 AM EDT • Health • washingtonpost.com
People on GLP-1 medications are exercising less

A new study found that people using weight-loss drugs are doing less exercise, despite feeling healthier. Here's how muscle mass and bone density are affected.

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Jun 23 • 6:02 PM EDT • Health • wxii12.com
Trouble getting weight loss drugs covered by insurance? Here's what to know

If your doctor prescribes a GLP-1 medication for weight loss but your insurance won't cover it, you have options.

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Jun 23 • 5:00 AM EDT • Health • npr.org
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Health Brief: FDA signals reset in drug reviews

Plus: The data behind China’s biotech surge

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Jun 22 • 7:02 PM EDT • Health • washingtonpost.com
Game Discussion: Milwaukee Brewers (46-29) @ Cincinnati Reds (37-39)

Woodruff back on the mound as Brewers open series in Cincinnati

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Jun 22 • 5:48 PM EDT • Sports • sports.yahoo.com
Health officials launch clinical trial reforms to counter China threat

The Food and Drug Administration (FDA) on Monday launched a new initiative to speed up early-stage clinical trials as part of an effort to reduce development timelines and reverse a growing trend o…

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Jun 22 • 4:24 PM EDT • Health • thehill.com
FDA to launch pilot program to speed up early-stage clinical trials

Federal health officials aim to speed up drug development and better compete with China.

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Jun 22 • 11:48 AM EDT • Health • statnews.com
“Criminal Approach to Politics”: Trump Ally Abelardo de la Espriella Wins Colombian Presidency

Right-wing Trump ally Abelardo de la Espriella has clinched a narrow victory in Sunday’s runoff presidential election in Colombia, defeating leftist Senator Iván Cepeda, an ally of current President Gustavo Petro. De la Espriella ran a fearmongering, “tough-on-crime” campaign, promising to build mega-prisons inspired by El Salvador’s authoritarian President Nayib Bukele, to bomb “narcoterrorist camps” and to abandon Petro’s peace efforts. His reported victory is also a win for U.S. President Donald Trump, whose administration is waging an intensifying “war on drugs” across Latin America, targeting left-wing leaders like Petro with false allegations and threats of military intervention. “De la Espriella clearly represents a criminal approach to politics: lying, propaganda, coordination and collusion with criminal narcotrafficking, restriction of rights, and money laundering,” says longtime Colombian activist Manuel Rozental. With his victory, says Rozental, “We expect to have military operations and a U.S. intervention within the country. We expect to have human rights abuses. We expect to have militarization. And it’s all for the extraction of resources and the link of drug trafficking to the U.S. government, U.S. interests and global mafia.”

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Jun 22 • 8:00 AM EDT • Politics • democracynow.org
Axios-Ipsos poll: Health affordability is shaping the midterms

About half of Americans say measures aimed at drug and insurance affordability will probably influence who they'll vote for.

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Jun 22 • 5:30 AM EDT • Health • axios.com
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Health fair to provide wellness advice, vaccinations

The Healthways Alliance Community Health Fair 2026 runs from 11 a.m. to 2 a.m. on Saturday and will also feature a special keynote focused on diabetes awareness, education, and healthier living.

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Jun 21 • 10:44 AM EDT • Health • wane.com
Colombia's presidential runoff election will decide how the country continues to tackle drug trafficking

As Colombia's government makes modest gains in disarming guerrillas, voters head to a runoff where the frontrunner vows to abandon peace talks and escalate a hardline war on drug traffickers.

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Jun 21 • 8:06 AM EDT • Politics • npr.org
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Cities and Schools Are Testing Wastewater for Illicit Drugs

The White House recently endorsed monitoring sewage for evidence of drug use. Critics fear such efforts could violate privacy and stigmatize neighborhoods.

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Jun 21 • 5:00 AM EDT • Health • nytimes.com
Bigger, fewer, tougher: the new era of China-US biotech partnerships

China’s biotech boom continues to attract Western drug makers even as Washington expands investment and technology controls.

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Jun 20 • 9:30 PM EDT • Business • scmp.com
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Dinosaurs invaded downtown St. Paul for blockbuster 1986 Science Museum exhibit

The brontosaurus and a 10-foot-tall Tyrannosaurus rex had been floated down the Mississippi River from Minneapolis that morning on coal barges to drum up publicity for the exhibit. It worked.

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Jun 20 • 5:19 PM EDT • Science • twincities.com
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Daveigh Chase's mother says late 'The Ring' star struggled with addiction after back injury: 'She was completely gone'

Daveigh Chase's mother said that 'drugs took hold of' the late 'Lilo & Stitch' actress after she was prescribed painkillers for a back injury she sustained in a motorcycle accident around 2016.

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Jun 20 • 1:54 PM EDT • Entertainment • ew.com
Opinion | We Need to Keep Funding Weird Science

Science turned a serendipitous finding about lizard venom into one of the most important drugs of the century, but that type of research is getting harder to do.

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Jun 20 • 7:00 AM EDT • Science • nytimes.com
Should everyone be on GLP-1s? What science actually tells us (and doesn't) about the broader health benefits

The laundry list of possible health benefits from GLP-1 drugs seems to get longer by the day, from cancer prevention to combating addiction. But while there’s no question these medications show immense promise beyond their use for diabetes and weight loss, science is still catching up.

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Jun 20 • 4:00 AM EDT • Science • cbc.ca
Popular weight-loss drugs linked to unexpected male fertility benefit

GLP-1 drugs like semaglutide and liraglutide do not appear to suppress male hormones and may boost fertility in obese men, new research suggests.

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Jun 20 • 12:42 AM EDT • Health • foxnews.com
Ozempic changed obesity treatment, but experts say the real revolution is next

The obesity treatment landscape is changing fast, with GLP-1 drugs opening the door to more effective care than ever before. Experts now envision a future where medications, minimally invasive procedures, surgery, and precision medicine work together to deliver better long-term results.

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Jun 19 • 8:00 PM EDT • Science • sciencedaily.com
MUSC Health passes $10B budget, reflecting growth in drugs and population

Medical University of South Carolina and its hospitals and physicians will have a budget that tops $10 billion next fiscal year, driven by the cost of drugs and a growing population in the state.

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Jun 19 • 12:00 PM EDT • Health • postandcourier.com
Assertio completes $166M merger with Zydus following bidding war

The deal leaves Lake Forest-based Assertio, which specializes in oncology drugs, as a wholly-owned subsidiary of Zydus Lifesciences.

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Jun 19 • 11:40 AM EDT • Business • chicagobusiness.com
Major grocery operator on the hook for $40M over pharmacy monkey business; $6M windfall for whistleblower

One of the largest food retailers in the world—and the fourth biggest in this country—got itself into hot water with the U.S. Department of Justice for allegedly cheating on drug prices it charges to federal healthcare programs.

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Jun 18 • 10:25 PM EDT • Health • healthexec.com
Analysis of 352 probiotic supplements finds mismatched microbes across marketed health benefits

Probiotic supplements found in drugstores nationwide contain an assortment of microbes sold for specific health purposes despite limited understanding of the microbes' connections to their marketed use, ...

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Jun 18 • 7:40 PM EDT • Health • phys.org
The Drug That Bought My Father More Time Didn't Happen by Accident

Behind every medical breakthrough are decades of research — and decisions being made right now could determine which discoveries come next.

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Jun 18 • 1:54 PM EDT • Science • katiecouric.com
Clarinda Business Park Earns Iowa Certified Site Designation

The Hugh and Maxine Loudon Business Park in Clarinda has earned an Iowa Certified Site designation through IEDA's Certified Sites program.

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Jun 18 • 11:33 AM EDT • Business • opportunityiowa.gov
Supreme Court limits power of federal government to disarm drug users

The Supreme Court Thursday curbed the power of the federal government to disarm a frequent marijuana user, limiting the scope of a law enacted during the 1960s to keep weapons out of the hands of Americans who regularly use drugs.

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Jun 18 • 10:05 AM EDT • Politics • cnn.com
Alzheimer's Drug Discovery Foundation Begins Search for New Chief Science Officer as Co-Founder Dr. Howard Fillit Transitions to Emeritus Role

/PRNewswire/ -- The Alzheimer's Drug Discovery Foundation (ADDF) today announced that its Co-Founder and Chief Science Officer (CSO), Dr. Howard Fillit, is...

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Jun 18 • 9:00 AM EDT • Science • prnewswire.com
NM spent nearly $844M on behavioral health, but 'investment is not yet matching the outcome'

New Mexico has spent $843.5 million since 2022 to rebuild state’s behavioral health system but still faces problems.

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Jun 18 • 8:00 AM EDT • Health • sourcenm.com
A surprising discovery reveals the kidney has a secret backup system

Scientists at Mayo Clinic have uncovered a surprising new way the kidneys conserve water, revealing a hidden backup system that works independently of the hormone long believed to control the process. The discovery emerged when researchers testing an old drug called probenecid expected it to worsen polycystic kidney disease (PKD) but found it actually slowed cyst growth instead.

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Jun 17 • 8:00 PM EDT • Science • sciencedaily.com
Which 5 College Football Teams Have Best Home Field Advantage?

College football possesses by far the most raucous crowds in mainstream American sports. The largest stadiums in the United States are all college football stadiums. When drunk college students, alumni and other loud fans pack these venues, they create deafening forms of entertainment that cannot be duplicated. In the craziest college football environments, the stadium […] The post Which 5 College Football Teams Have Best Home Field Advantage? appeared first on The Lead.

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Jun 17 • 6:20 PM EDT • Sports • sports.yahoo.com
More than 11K bottles of blood pressure drug recalled

Certain lots of a popular diuretic have been recalled due to concerns about the drug's effectiveness.

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Jun 17 • 4:35 PM EDT • Business • cardiovascularbusiness.com
Abarca Health And LucyRx To Merge Into Alternative To Big Three PBMs

Abarca Health and LucyRx - two independent pharmacy benefit managers - have agreed to merge asregulators and the public seek a better price on prescription drugs.

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Jun 17 • 2:00 PM EDT • Health • forbes.com
Ozempic and Wegovy linked to surprising drop in violent behavior

A Rutgers study suggests GLP-1 drugs such as Ozempic and Wegovy may weaken the link between impulsive tendencies and violent behavior. The surprising finding hints that these medications could affect how people act on impulses, though researchers stress that cause and effect have not been proven.

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Jun 17 • 8:00 AM EDT • Science • sciencedaily.com
CMS proposes codifying, strengthening  Medicare drug price negotiations

Presented by Philip Morris International{beacon} Health Care Health Care PRESENTED BY The Big Story Protect Our Care highlights adverse effects of GOP cuts on hospitalsDemocratic-…

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Jun 16 • 7:29 PM EDT • Health • thehill.com
The Courtroom Battle Over Baby Formula Isn’t About Science

A jury in a Cook County, Illinois, court awarded families $70 million in April after concluding that infant formula caused a devastating illness in premature babies. However, that conclusion hinged on a scientific theory that lacks validated evidence. While the U.S. Food and Drug Administration said its recent study of chemical contamination in infant formula produced by Abbott Laboratories … Continue reading "The Courtroom Battle Over Baby Formula Isn’t About Science"

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Jun 16 • 4:39 PM EDT • Science • thewellnews.com
Cell and gene therapy's next challenge is not the science, it's everything else

The field's foundational biology is no longer the limiting factor. What comes next depends on whether the industry can build the manufacturing, commercial, and clinical infrastructure to match what the science already knows how to do.

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Jun 16 • 4:20 PM EDT • Science • drugdiscoverynews.com
Rhode Island health insurers seek double-digit hikes

'Unsustainable’ increases reflect higher cost of prescription drugs and fewer people on the state health exchange.

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Jun 16 • 1:57 PM EDT • Health • bostonglobe.com
Gross Medicaid Prescription Drug Spending

State level data on Gross Medicaid Prescription Drug Spending from KFF, the leading health policy organization in the U.S.

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Jun 16 • 9:26 AM EDT • Health • kff.org
Adaptive plots splitting Pfizer-partnered drug discovery unit from diagnostics business

Adaptive Biotechnologies is planning to separate its drug discovery and diagnostics businesses,

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Jun 16 • 9:24 AM EDT • Business • fiercebiotech.com
Central Florida counselor discusses connection between mental health and GLP-1 weight-loss drugs

Licensed mental health counselor Shantala Boss explores the connection between GLP-1 medications, disordered eating, and body image concerns.

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Jun 16 • 8:41 AM EDT • Health • wesh.com
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How supplement use changed over decades

Medicare-funded weight loss, Utah's lower drunk driving limit, and more health news from Morning Rounds

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Jun 16 • 8:03 AM EDT • Health • statnews.com
These projects help companies leverage AI to tackle pressing business needs

Whether helping to fight hackers or speeding up drug discovery, these World Changing Ideas are giving businesses helpful AI solutions.

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Jun 16 • 7:00 AM EDT • Business • fastcompany.com
GLP-1 and weight-loss drugs: How fast-track health solutions are reshaping FMCG

GLP-1 weight-loss drugs are reshaping FMCG as health, body control, and self-optimization trends redefine consumer behaviour across Europe.

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Jun 16 • 6:21 AM EDT • Health • yougov.com
Why healthcare stocks are primed to outperform the market: 2 firms

UBS listed three reasons they like the sector, starting with GLP-1 weight-loss drugs.

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Jun 16 • 5:40 AM EDT • Business • businessinsider.com
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Alfredo sauce distributed to dozens of states recalled due to potential salmonella contamination

The sauce was voluntarily recalled by the supplier because it contained a dry milk powder ingredient that was possibly contaminated with salmonella, according to a U.S. Food and Drug Administration enforcement report.

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Jun 15 • 6:40 PM EDT • Health • pbs.org
Indiana attorney general targets abortion pill mifepristone as water risk. Health experts dispute the claim

Indiana’s Attorney General joined 13 other states to call for the EPA to classify the abortion inducing drug mifepristone as a water contaminant, arguing it could pose a health risk. Health experts say there’s no evidence for his claims.

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Jun 15 • 5:48 PM EDT • Health • wfyi.org
Top-Selling Comedian Who Attended Trump’s UFC Fight Insists He’s ‘Not Political’

A source close to comedian Nate Bargatze says he’s just a huge UFC fan.

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Jun 15 • 2:23 PM EDT • Politics • thedailybeast.com
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SK Life Science, Inc. Announces FDA Acceptance for Review of New Drug Application for Cenobamate Oral Suspension

Key Facts: FDA has accepted for review the New Drug Application (NDA) for an investigational oral suspension formulation of cenobamate for the treatment of...

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Jun 15 • 10:25 AM EDT • Science • prnewswire.com
Express Scripts sues Tennessee over PBM law that would close specialty pharmacy

The company called the state’s regulation of pharmacy benefit managers “shortsighted,” as it would force the closure of Accredo, a specialty drug dispensary that supplies drugs it says aren’t available anywhere else in the state.

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Jun 15 • 7:54 AM EDT • Health • healthexec.com
Somerset public health director calls for safe drug-taking space

Alison Bell says the space could also test the substances and help people if they overdose.

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Jun 15 • 6:09 AM EDT • Health • bbc.com
Amid confusion over Pfizer's emergency penicillin program, newborn is diagnosed with preventable syphilis

Congenital syphilis should be preventable. An Arizona case shows how drug shortages and procedural hurdles are fueling a growing public health crisis.

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Jun 15 • 4:30 AM EDT • Health • statnews.com
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'Risk of electrical shock' prompts recall of imaging systems

A handful of fluoroscopy units manufactured by GE HealthCare are the subject of a new recall by the U.S. Food and Drug Administration.

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Jun 15 • 3:15 AM EDT • Business • radiologybusiness.com
Asthma drug helps woman reclaim her health

Carly Silvester said her quality of life was now "unbelievable" thanks to the treatment.

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Jun 15 • 1:18 AM EDT • Health • bbc.com
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Aspirus Health Welcomes Jennifer Loesch, North Division Chief Nursing Officer

RHINELANDER, Wis. – Aspirus Health is pleased to announce the appointment of Jennifer Loesch, DNP, MBA, BSN, NE-BC, as Chief Nursing Officer (CNO) for the North Division. In this role, Loesch will oversee nursing strategy and operations across Aspirus Eagle River Hospital, Aspirus Rhinelander Hospital, Aspirus Tomahawk Hospital, and Howard Young Medical Center in Woodruff, promoting excellence in patient care, safety, and nursing leadership. Loesch brings more than 25 years of healthcare experience span...

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Jun 14 • 8:00 PM EDT • Health • aspirus.org
Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?

Almost four years ago, we published that SMIC had started shipping 7 nm (N+1) chips. Now, SMIC is shipping its third-generation 7 nm (N+3) process in Huawei’s Kirin 9030, with a minimum metal pitch of 32.5 nm, about 10% tighter than the 36 nm minimum metal pitch shipping in Intel’s latest Panther Lake CPUs on 18A. The headline is true, but incomplete cherry picked metric. N+3 reaches the density of TSMC N6 through aggressive DUV multi-patterning and design-technology co-optimization (DTCO), but it pays for that in complexity, efficiency and process control. We found this and more in our reverse engineering and teardown where we cover SMIC’s N3 process technology, Huawei’s packaging, memory, architecture, and more. SemiAnalysis has been building a state-of-the-art teardown lab in Oregon capable of analyzing the world’s most advanced and important chips over the last year and half. We have already generated revenue on advanced datacenter chip teardowns including our recent reverse engineering of a major TSMC customer’s COUPE CPO optical engine + EIC 3D stack. This is the first public report from the SemiAnalysis Teardown Engineering & Evaluation Lab, or STEEL for short. The lab is aggressively scaling up and out and we’re excited to announce it publicly. This is a bit of inconvenient timing for TechInsights as they are private equity owned and currently being sold while having enjoyed virtually no credible competition for decades. This has led to TechInsights underinvesting in CAPEX. SemiAnalysis exceeds TechInsights in revenue despite no venture or private equity ownership and being founded only 6 years ago. Because we have no external investors and are founder led, we move faster, build faster, and we can release client chip teardowns for free regularly, while focusing on datacenter for our major clients. Here’s the first public image from our lab, the HiSilicon Kirin 9030 Pro SoC: This report will detail our teardown of the Kirin 9030 and our findings on SMIC’s N+3 process, the most advanced in China. For comparison, we’ll show our teardown of the MediaTek Helio G99, made on TSMC N6. Through this comparison, we can look at the effect of export controls – SMIC N+3 and TSMC N6 are comparable nodes, but one is heavily export-controlled, the other free to use the West’s most advanced equipment. Here we see both China’s progress and constraints. SMIC N+3 reaches TSMC N6-class logic density, but it requires far more aggressive DUV multi-patterning, so it does not match N6 on process maturity or cost. The Kirin 9030 Pro performs similarly to three-year-old Android flagships, and trails far behind the current flagship SoCs from Apple, Qualcomm, MediaTek, and Samsung. The efficiency gap is even wider. Export controls have not stopped Huawei and SMIC from shipping advanced silicon, but they have forced a different path. Without EUV, SMIC is leaning harder on DUV multi-patterning, DTCO, and increasingly complex integration. The roadmap continues forward through tighter design rules and backside power, but each step adds cost and process risk. Huawei’s τ scaling and LogicFolding show another path: stacking active logic and recovering density through advanced packaging and system-technology co-optimization (STCO). To understand the Kirin 9030, we must first understand Huawei’s SoC history. HiSilicon is Huawei’s chip design arm, responsible for the Kirin smartphone SoCs, Kunpeng server CPUs, Ascend AI accelerators, and switch/router networking silicon. Before export controls, Huawei was TSMC’s largest customer – the only customer on TSMC’s first EUV node, N7+, and among the first on N5, alongside Apple. That ended in late 2020. Huawei switched to Qualcomm SoCs in its flagship smartphones, though export controls limited them to 4G-only variants. In late 2023, Huawei returned to in-house silicon with the Kirin 9000s, a successor to the Kirin 9000, fabricated on SMIC N+2 instead of TSMC N5. In the following years, they released the Kirin 9010 and 9020 on the same N+2 process. These chips used Huawei’s in-house TaiShan CPU cores and Maleoon GPU. We have not torn down a Kirin 9020 ourselves, so the predecessor die shot is from Kurnal. The die shots show how Huawei spent its silicon budget: which functional blocks are where, and how their areas compare to the predecessor. First, a quick guide to the major blocks on the die. The total die area is nearly identical, but the 9030 uses that area more aggressively. A denser process lets Huawei fit an extra middle CPU core, more GPU and NPU cores, and larger caches into the same footprint. In contrast, the Helio G99 is a much smaller, low-cost SoC, built for budget smartphones rather than a flagship device. While the Kirin 9030 is ~140 mm², the G99 is only ~29 mm², roughly one-fifth the area. The underlying TSMC process technology, however, is directly comparable as a baseline for analyzing SMIC’s. The Kirin 9030 is an evolutionary refresh, not a clean-sheet design. Its CPU, GPU and NPU cores carry over the 9020’s families, and the gains come from three levers: the SMIC N+2-to-N+3 process step, DTCO and floorplan work, and incremental microarchitecture. Area is where the first two show up, and the 9030 scales well here. Performance and efficiency are the harder test. Huawei’s design holds up better than its node would suggest, but the chip still trails, both because N+3 sits behind the leading-edge nodes and because its cores, while competent, remain a few generations behind the newest designs. The new prime core is an incremental update. The main changes are a 10% frequency increase from 2.5 GHz to 2.75 GHz and a doubling in the L2 cache from 1 MiB to 2 MiB. Despite the increased cache, the core size decreased by 7.6%. Excluding the private L2 cache, the core size decreased by 21%. This is a large reduction for an incremental node. Compared with the TaiShan New V120 core in the Kirin 9020, the Kirin 9030’s middle core is almost unchanged architecturally, yet each core shrinks by ~22%. Most of that comes from the move from N+2 to N+3, with layout likely accounting for the rest. Visually, the most noticeable change is the increase from 3 middle cores to 4. There is also a 20% increase in the shared L3 cache of the big cluster. This helps to improve multi-core performance without sacrificing much in terms of area. Even with each core shrinking, the big CPU cluster’s total area is essentially unchanged. The per-core savings went back into an additional middle core and larger caches. The tiny cores shrank less than the prime core (excluding its L2 cache) and less than the middle cores. This is likely because fixed overhead is a larger share on a small core. We cannot resolve any architectural changes from the die shot alone, but the per-clock and efficiency gains shown below point to more than pure process and layout scaling. The area reduction was offset by a doubling of the shared L2 cache from 2 MiB to 4 MiB, leaving the total tiny CPU cluster area slightly larger. Area is the easiest improvement to see from a die shot, but it is only one part of PPA (power, performance, area). For modern logic, power and performance matter just as much, and often more. Since Dennard scaling broke down in the mid-2000s, voltage and frequency have not scaled in step with transistor dimensions, so each node has had to fight harder for gains in performance and efficiency. The starkest comparison is not Kirin 9020 versus Kirin 9030 Pro. Apple’s efficiency cores run circles around Huawei’s prime core. Apple’s low-power core delivers 20% higher integer performance while drawing only 1 W, compared with 4.5 W for Huawei’s prime core. N+3 matches TSMC N6, but N6 is several generations old. Apple and Qualcomm build on N4 and N3P, which are denser and sit on a better voltage-frequency curve, giving them a larger transistor budget and more performance per watt. The 9030’s own cores did improve. The middle and tiny cores gained 17% and 14% in per-clock integer performance over the 9020, with floating-point flat on the middle core and up 11% on the tiny. The tiny core improves cleanly, with performance rising while power falls and efficiency increases by 45% in integer and 24% in floating point. The middle core is mixed: integer performance rises but power rises faster, cutting integer efficiency by 7%, while lower power lifts floating-point efficiency 16%. Per-clock gains at the same or lower frequency are microarchitectural, so the cores are tuned, not just shrunk. Both also failed to hold their rated maximum frequencies, pointing to thermal, power, or stability limits. Per clock, the middle core sits around Arm Cortex-A720 and the tiny core near the Cortex-A520; absolute performance trails because Huawei clocks them much lower. The prime core is roughly Cortex-X2 class per clock, a 2021 design. Apple’s 2020 M1 Firestorm core is still 35% higher per clock and 57% faster in absolute integer performance at a similar 4.5 W. The current leading edge is further ahead again: the Apple M5 P-core is 60% higher per clock and 2.7× faster, the Arm C1 Ultra 45% higher and 2× faster. Matching older high-end cores per clock is a genuine design achievement. What Huawei cannot match is the voltage-frequency curve and transistor budget of leading-edge nodes, which let Apple, Qualcomm and others spend more transistors in the same area on wider cores, larger caches and deeper buffers while running at lower voltage. Huawei’s LogicFolding roadmap is one answer, stacking active logic to recover density and shorten signal paths. We return to it later. The GPU compute units (CUs) changed more visibly than the CPU cores, moving to a more rectangular layout for both the arithmetic logic unit (ALU) clusters and the CU overall. Even with ray-tracing support added, a CU shrank ~28%. However, that shrink is offset by the increase from 4 to 6 CUs and the area outside the CUs grew 33%. Overall, the GPU cluster is larger by ~10%. The GPU is where Huawei makes its biggest gains. The Maleoon 935 is not competitive with current flagships, but it is a large step up from the 920 and reaches older-flagship territory. In 3DMark it is 70% faster in Wild Life Extreme (WLE) and 79% faster in Steel Nomad Light (SNL) than the 920; with 11% higher clocks and 50% more CUs, the ~67% theoretical uplift roughly matches WLE and is beaten by SNL. It edges ahead of the Snapdragon 8+ Gen 1 in WLE and SNL, and the Dimensity 9200 and Apple A16 in WLE, but stays far behind newer parts: the Snapdragon 8 Elite Gen 5 and Dimensity 9500 are ~2.4–2.6× faster in WLE and ~3.2× faster in SNL. The Maleoon 935 is Huawei’s first GPU with hardware-accelerated ray tracing; there it lands slightly ahead of the Exynos 2200, and on par with the Apple A16, with current flagships up to 3.7× faster. The Neural Processing Unit (NPU) saw the largest structural changes of any block, moving from a Lite and a Tiny core in the Kirin 9020 to a Lite and two Tiny cores in the Kirin 9030. Both core types also show significant layout changes. This is a reversal in Huawei’s NPU design. The Kirin 9000 5G, its last flagship chip on TSMC N5, used two Lite and one Tiny core. The series of SoCs on SMIC N+2 moved to one Lite and one Tiny core, likely for area savings. With the Kirin 9030, Huawei has shifted back toward a larger multi-core NPU cluster, but with the additional area going to a Tiny core rather than a Lite core. We’re diving deep into the most advanced datacenter and AI hardware hitting the market. To learn more about what’s in the pipeline or to commission a custom teardown, contact sales@semianalysis.com. Interested in joining us on this ride and think you can be a difference maker? Check out our Careers page. Before diving into the process stack, the package and memory are worth separating from the SoC itself. The Pro variant of the Kirin 9030 carries 12 GB of Samsung DRAM, with two stacks of four dies each. The dies were identified as the K4L2E165YD, a 12 Gb LPDDR5X-9600 device fabricated on Samsung’s 1a node, the fourth generation of its 10 nm-class DRAM after 1x, 1y and 1z. 1a has shipped in volume since 2022, so this is current memory rather than older-node inventory. The 16 GB Pro Max variants we obtained were found with both CXMT and Samsung packages. The CXMT package is marked CXDD7JEDM, with two stacks of four dies, packaged in week 45 of 2025. The inferred die dimensions from X-ray computed tomography (CT) are consistent with a known density of ~0.3 Gib/mm² for the CXMT G4 process, roughly equivalent to other manufacturers’ 1z processes. The Kirin 9030 uses a typical integrated package-on-package (iPoP) stack: multiple DRAM dies in a memory package sit above an organic redistribution layer (RDL) interposer, which sits above the SoC and package substrate. The full package is then mounted to the printed circuit board (PCB) through ball-grid array (BGA) solder bumps. The memory package substrate is a thin bismaleimide-triazine (BT) laminate carrying the LPDDR5X stack. The organic RDL interposer over the SoC routes the PoP signals around the die and carries possible dummy thermal copper pillars. The package substrate, a thicker Ajinomoto Build-up Film (ABF) build-up over a BT core, fans the flip-chip bumps out to BGA pitch and embeds the power planes. The whole stack is organic. The only silicon is the SoC and the LPDDR5X dies; there is no silicon interposer. Keeping it all-organic brings the package’s coefficient of thermal expansion (CTE) close to the PCB’s, reducing board-level warpage, and avoids the cost of a silicon interposer the SoC’s bandwidth does not need. In an iPoP stack, the memory package connects to the organic RDL interposer through an array of solder bumps. Underfill fills the gap around those bumps, adding stiffness and protecting the joints from mechanical stress. The Pro and Pro Max variants differ here, which we cover behind the paywall. The die shot and architecture tell us how Huawei allocated its silicon budget. The process tells us what SMIC can manufacture. We use the Helio G99 as the process reference for TSMC N6. Both SMIC N+3 and TSMC N6 are evolutions of previous 7 nm-class nodes. We used targeted TEM cross-sections through logic and memory regions, imaged in both fin-cut and gate-cut directions. Each cross-section caption gives its horizontal field width (HFW), the real width of the imaged area. We start at the transistor fins, then move up through standard cells, local interconnect, and SRAM. SMIC has not overtaken Intel or TSMC. It uses aggressive DUV scaling and DTCO to reach N6-class density, but that density doesn’t translate into comparable performance and efficiency, for two reasons: the node gap to leading-edge nodes, and Huawei’s core designs. Fin Profile One of the most important knobs in a FinFET process is the fin profile: the shape of an individual fin and the channel where current passes from source to drain. The ideal fin is tall, narrow, and nearly vertical. A taller fin increases effective channel width, while a narrower fin improves electrostatic control by thinning the body the gate must control. Push either too far, and the process pays for it: weaker drive current, fragile fins, taper, footing and line-edge variation that hit yield and device variability. The Intel 22 nm, 14 nm, and 10 nm fin cross-sections show how FinFET nodes have improved over time. 22 nm fins were a first-generation structure, relatively short, wide and strongly tapered. The shape limits current density and reduces gate control uniformity across the height of the fin. At 14 nm and 10 nm, Intel pushed the fins taller and narrower while also making the sidewalls more vertical. Rather than shrinking the device, these changes increase the effective channel width per fin and improve electrostatic control. The trade-off is that taller fins at tighter pitches are much more difficult to manufacture. Now, let’s compare the Helio G99 on TSMC N6 with the Kirin 9030 on SMIC N+3. Both processes are in the same class, with fin pitch of 30-32 nm on N+3 and 34 nm in our N6 cross-section. The pitch for N6 is especially interesting as N7’s HD library is generally listed with a 33 nm fin pitch, and N6 did not shrink pitches directly. Its density gains came from DTCO instead of tighter pitches. The 34 nm pitch was stable across our sampled region and serves more as a comparison against the SMIC N+3 we have not investigated further. Pinning down N+3’s fin patterning scheme takes more than one core unit. The CPU cores show a dense ~32 nm pitch, with the pitch between N-P fin pairs alternating between 78 and 88 nm. Logic alone may be consistent with dual-pitch mandrels of 120 and 110 nm, but this is a complex and unusual approach. Combining the pitch from the the 8T SRAM, which has more complex repeat unit, with the CPU core sequence allows us to reverse engineer the patterning steps with more confidence. As both the logic and SRAM should share the same base grid, a single CD mandrel lithography pattern with 128 nm pitch undergoing SAQP produces a die-wide ~32 nm grid (128 nm/4), which supports the pitch sequencing seen in both logic and SRAM cells. In the sampled cross-sections, N+3 shows a taller, narrower, higher-aspect-ratio fin than N6. The measured fin aspect ratio is ~9.5:1 on N+3 versus 7.8:1 on N6. N+3 also shows less top rounding, with an estimated radius of ~2 nm, compared with 2.8 nm on N6. Even though the fin widths differ, the ratio of top rounding to fin width tells the same story, with N+3 at 0.37 and N6 at 0.44. In a geometric sense, lower is better; a perfectly rectangular fin would have no top-rounding penalty. These are single-digit-nanometer features measured from a handful of cuts, so treat the absolute numbers as approximate. The important result is the relative gap: N+3’s fins are consistently taller, narrower and less rounded than N6’s. We’re diving deep into the most advanced datacenter and AI hardware hitting the market. To learn more about what’s in the pipeline or to commission a custom teardown, contact sales@semianalysis.com. Interested in joining us on this ride and think you can be a difference maker? Check out our Careers page. Standard Cell A standard cell is the basic building block of chip layout: a fixed-height row pairing one NMOS and one PMOS transistor that share a gate, tiled in a grid to build logic blocks. The key dimensions are contacted gate pitch (CGP), cell height (CH), fin count, and the lower-metal routing grid. To measure density, we use the Bohr metric: a weighted average of NAND2 gate area (60%) and scan flip-flop area (40%). This represents a realistic mix of combinational and sequential logic. This metric has its limitations, especially for complex cell layouts like TSMC’s FinFLEX, which alternates cells with different fin counts. Even so, it is the best metric for a pure process-level comparison. Another important measurement is the fin pitch; it refers to the distance between two fins of the same transistor. In a FinFET process, multiple fins are used in each transistor to increase the drive current and thus performance. TSMC N6 ships both a high-density (HD) library with 2 PMOS and 2 NMOS fins per cell, and a high-performance (HP) library with 3 of each. More fins under the shared gate mean more effective channel width. HP cells switch harder at the cost of area. Designers mix the two on a die, primarily spending HP cells on timing-critical paths, and matching their PPA targets. In the Cortex-A55 core of the Helio G99, we found a cell height of 240 nm for the HD cell. MediaTek has used HD cells in the G99 to minimize die size and thus cost. As an SoC for budget smartphones at ~$100, this is essential. By contrast, we found only one library in the Kirin 9030, with 2 NMOS and 2 PMOS fins. This suggests a narrower library strategy than TSMC N6, where both HD and HP libraries are widely used. This likely reflects the smaller customer base and the more constrained domestic design and electronic design automation (EDA) ecosystem. In all three CPU cores of the Kirin 9030, we found cell heights of 228 nm, 5% smaller than on N6. This is also a reduction of 9.5% over SMIC N+2’s cell height of 252 nm. SMIC N+3 and TSMC N6’s HD library both feature a CGP of 57 nm. For SMIC, this is a 9.5% shrink over N+2. In the past, CGP and cell height alone may have been enough to compare transistor density. Now, however, we must consider scaling boosters and DTCO as well. SMIC’s density gain does not come from EUV. It comes from using every available DTCO booster aggressively. First is fin depopulation: reducing the number of NMOS and PMOS fins in each cell. The first FinFET nodes started with 3 or 4 fins for each transistor. SMIC N+3 and TSMC N6 HD both use only 2 fins per transistor, trading drive strength for density. Next is contact over active gate (COAG). By landing the gate contact directly over the active gate, instead of out over the isolation region, the cell height drops. N+3 integrates COAG while N6 does not. Our N+3 gate-cut cross-sections indicate COAG, with the gate contact sitting over the active region, while N6 shows an off-gate contact. Last is single diffusion break (SDB). Diffusion breaks are inserted between cells in the same row to provide electrical isolation, but they also introduce local layout effects (LLE), layout-dependent shifts in electrical characteristics. In the past, a double diffusion break was used, consuming the space of two CGPs. SMIC N+3 and TSMC N6 instead use SDB, saving area but increasing LLE sensitivity. This must be controlled at the process level and accurately modeled in the process design kit (PDK) so that EDA tools can account for it. Overall, SMIC N+3 has a transistor density of 113.4 MTr/mm², slightly above TSMC N6 at 107.7 MTr/mm². Even without EUV, SMIC has achieved density beyond TSMC’s mature N6 node which utilizes EUV. Metal Stack The smallest critical dimension in the teardown is M0; SMIC N+3 uses a 32.5 nm local metal pitch. That is smaller than the 36 nm M0 pitch on Intel 18A in Panther Lake. However, this does not mean that SMIC has a better process than Intel 18A or TSMC N3P. M0 is a local intra-cell routing layer. Its usefulness depends on the full interconnect stack: M1 and M2 pitch, track count, via and line resistance, design rules, mask count, overlay control, and routing flexibility. The 32.5 nm M0 is consistent with self-aligned quadruple patterning (SAQP), whose four-population line-width loading we read coarsely as alternating widths of 21.5 to 24 nm; M1 and M2, at 38 and 40 nm, are consistent with self-aligned double patterning (SADP), a single A/B split. On TSMC N6, M0, M2, and M3 sit at a relaxed ~40 nm and are consistent with SADP-class double patterning, with no need for quadruple patterning. That said, we measure M2 for example at ~43 nm, likely inflated by sparse routing. We do not assign any specific layer to EUV from our cross-sections; the distinction we can draw is double versus quadruple patterning, not lithography wavelength. Transistor-level density in the front-end-of-line (FEOL) sets an upper bound, but the design is ultimately limited by what the interconnect stack can route. The lowest metals are the most important for standard-cell density, but the semi-global and global layers determine how usable that density is at the block and chip level. Two axes are commonly used for chip cross-sections: the fin-cut and the gate-cut. The micrograph above is a fin-cut and shows metals 0 through 3. This axis lets us see the even-numbered metals, with M0 right above the fins. There are two kinds of M0 lines. The first are the power rails; these are wide wires for the VDD and VSS running horizontally at the top and bottom edges of each standard cell. The wide wires measure 55 nm across, more than double the other M0 lines. Their width minimizes resistance and reduces IR drop. The second kind are intra-cell wires, short segments within the cell that connect terminals to M1. These have alternating widths between 21.5 and 24 nm. The M0 pitch is 32.5 nm, a 19% reduction versus N+2 and N6. At this pitch, DUV patterning requires more aggressive multi-patterning, increasing mask count, overlay sensitivity, process complexity and cost. M0 is below what a single DUV-defined spacer (SADP) can resolve, so SMIC cascades a second spacer step (SAQP). The cross-section reflects the cost: the M0 trenches are visibly more re-entrant (narrower at the bottom than the top) than M1 or M2 on the same chip and carry a bright barrier-rich foot where the trench meets the etch-stop layer. That shape is partly the intended damascene profile, as a slightly narrow bottom helps void-free copper fill, but its magnitude at M0 is driven by the tight pitch and the higher trench aspect ratio. Intel 18A supports an M0 pitch of 32 nm, although Panther Lake has only shipped with a looser 36 nm pitch. This is due to Intel’s heavy usage of HP libraries. Among leading-edge nodes, 18A has the loosest M0 pitches due to PowerVia. With power routing moving to the backside, congestion is reduced, and the entire front-side metal stack can be used for signal routing. M2 is the first true inter-cell routing layer. It runs horizontally like M0 but spans across multiple cells to carry block-level signals. The M2 pitch sets the cell’s track height – the number of M2 tracks that fit between the VDD and VSS rails, defining what the library calls a 6-track or 7.5-track cell. This layer is the most important, limiting the routing of entire blocks. SMIC N+3 features a 5.7-track cell. The M2 pitch is 40 nm, a 5% decrease over N+2 and the same as N6. This shrink keeps the pitch at the edge of what is possible with double patterning. Future nodes will need to increase the number of masks for M2 as reducing the number of tracks is much harder due to the limitations in routing. The micrograph above is in the perpendicular direction, the gate-cut, and shows metals 0 through 4. This allows us to see and measure the odd-numbered vertical metal layers. The M1 pitch is 38 nm, 9.5% less than N+2 and 33% less than N6. The M1-to-gate ratio matters because it sets local routing flexibility. N+2 and N+3 use a 3:2 ratio, while N6 uses a 1:1 ratio, explaining the huge differences in M1 pitch. The more M1 lines there are compared with the gates, the more flexibility there is for power and signal crossing within the cell. Routing flexibility enables more complex and better cells. Clean fractional ratios are also preferred as a grid is periodic and improves layouts. The 3:2 ratio gives SMIC more local routing flexibility than a strict 1:1 grid, but it also complicates layout and patterning. This is a DTCO choice, with SMIC increasing process complexity to recover density and routability without EUV. This 3:2 ratio is not very popular in the leading-edge nodes. TSMC has only used it on N7+, the N5 family, and the short-lived N3(B). They have switched back to a 1:1 ratio for N3E. Intel has only used it on the 10 nm/Intel 7 family, with Intel 4, 3 and 18A all using a 1:1 ratio. Samsung is the only one still using a 3:2 ratio at the leading edge, using it in the SF4 and SF3 families. It remains to be seen if SMIC will remain at a 3:2 ratio or move to a 1:1 ratio with its future nodes. The industry is still actively exploring these local-routing ratios. At VLSI 2026, imec will be presenting work on even higher ratios, including a 2:1 scheme that can reduce area by up to 14%. We will be covering the conference in a future newsletter article. Subscribe We’re diving deep into the most advanced datacenter and AI hardware hitting the market. To learn more about what’s in the pipeline or to commission a custom teardown, contact sales@semianalysis.com. Interested in joining us on this ride and think you can be a difference maker? Check out our Careers page. The final local interconnect layer for N+3 is M3, with a pitch of 44 nm. The M3 pitch is the same as on N+2 and 10% larger than on N6. The semi-global layers carry the majority of block-level signal routing. They have a coarser pitch than the lower local layers. On leading-edge nodes, they are designed to sit at the limit of DUV single patterning. M4 through M11 pitches were found divided between 80–82 nm (M4–M6), 128 nm (M7–M10), and 148 nm (M11). Given limited sampling, it is possible these are divided further in dense routing areas. At the top are two giant metal layers, M12 and M13. These have kept the same pitches as N+2 at 1920 nm and 4600 nm respectively. While the lower layers’ pitches are generally fixed by the process and library, the upper layers vary much more in pitch and count, depending on the design. Even two smartphone SoCs on the same process can have wildly different metal stacks. The Helio G99 carries fewer routing layers, reaching coarse metal pitches of 850 nm by M9, while the larger and higher-performance Kirin 9030 keeps fine pitches until M11. SRAM At the leading edge, SRAM is much more difficult to scale than logic. TSMC’s latest nodes have seen little to no bitcell scaling, while logic still has more DTCO levers to pull. While looking for other logic libraries in the GPU compute units, we stumbled upon the SRAM. The most common type of SRAM has 6 transistors (6T), but this cell had 8 transistors (8T) instead. 8T SRAM adds two transistors to form a dedicated read port. Unlike a 6T cell, where reading disturbs the storage, the decoupled read port removes read-disturb, improving read stability and letting the cell be pushed harder for performance. At first glance, the cut looked like an unusual logic library, with each cell row having 3 fins of one polarity and 5 fins of another. The rows also alternated in orientation. Energy-dispersive X-ray spectroscopy (EDS) resolved our confusion. The cut had not landed on the GPU logic, but on the SRAM macro beside it. The unusual fin pattern was due to the SRAM library. We return to EDS in the process flow analysis behind the paywall. SRAM libraries are not like traditional logic libraries. Due to the unequal number of PMOS and NMOS transistors, they require specialized rules and layout libraries. They do not need the flexibility of logic libraries, so they are hyper-optimized for one purpose: dense, reliable memory. The SRAM cell we found is a 1:2:2-2:2 cell. This means there is 1 fin per pull-up (PU) PMOS transistor, and 2 fins per pull-down (PD) and pass-gate (PG) NMOS transistor. These 2 PU, 2 PD and 2 PG transistors would usually form a single 6T high-current cell (HCC). An 8T HCC adds a read-pull-down (RPD) and a read-pass-gate (RPG) NMOS transistor, each with two fins. We measured a cell height of 406 nm, which brings the bitcell size to 0.0463 µm². That is a theoretical peak density of 21.6 Mib/mm². We estimate that a 6T HCC would have a cell height of 292 nm and a size of 0.0337 µm². This is ~12% larger than a 6T HCC on Intel 3 and 4. We also estimate the 6T high-density cell (HDC) to have a cell height of 228 nm and a size of 0.0260 µm². This is coincidentally the same as the logic standard-cell height measured earlier. The estimate puts the cell near Samsung 7LPP/5LPP and slightly below TSMC N7/N6. That is a theoretical peak density of 38.5 Mib/mm². 6T HDC is arguably the most important cell as it is used for the largest caches in a chip, the L3 caches and system-level cache (SLC). Both the Kirin 9020 and 9030 have split the SLC into 4 banks to raise total SLC bandwidth. In the Kirin 9030, the SLC increased from 2 MiB to 3 MiB per bank. Correspondingly, the number of arrays within the bank also increased by 50%, from 16 to 24. Each array can store 128 KiB and forms an orderly pattern on the die shot. From the Kirin 9020 to the Kirin 9030, the area of a 128 KiB SLC array decreased from 0.0477 mm² to 0.0392 mm², an 18% shrink. The achieved density is 25.5 Mib/mm², 66% of the theoretical maximum. While the SLC was quite similar across both chips, the L3 has seen some major changes, particularly in terms of its layout. The total capacity also went up from 10 MiB to 12 MiB. Much like the SLC, the L3 is also split into 4 banks. In the Kirin 9020, an L3 bank consisted of 16× 128 KiB arrays and 16× 32 KiB arrays. However, an L3 bank in the Kirin 9030 instead consists of 48× 64 KiB arrays. In the Kirin 9020 L3, a 128 KiB array was 0.0513 mm² and a 32 KiB array was 0.0154 mm². The size of the 128 KiB array is different on the L3 and SLC as the assist circuitry for the two arrays differs depending on their purpose. In the Kirin 9030 L3, a 64 KiB array is 0.0210 mm². Although not a like-for-like comparison, normalized for capacity, it is 18% smaller than the 9020’s 128 KiB L3 array and 31% smaller than its 32 KiB L3 array. The achieved density is slightly lower than the SLC, at 23.8 Mib/mm², 62% of the theoretical maximum. Unlike the L3 and SLC, the prime cores’ private L2 cache uses a 2-bank design. As the prime cores’ L2 is latency-critical, it likely uses 6T HCC instead of 6T HDC. The 9020 has 16 arrays in each bank while the 9030 has 32. Each array has a capacity of 32 KiB. A 32 KiB array in the L2 shrank from 0.0171 mm² to 0.0142 mm², ~17% smaller. The density is 17.6 Mib/mm², ~59% of the theoretical maximum for 6T HCC. SRAM scaled well from N+2 to N+3, shrinking by ~19%, close to the theoretical logic shrink. The caveat is that N+2’s bitcells were unusually large, bigger than comparable 7 nm-class nodes, so part of the gain is catch-up rather than true scaling. With the insights from STEEL’s teardowns, we will be doing a deep dive into SRAM in a future newsletter article. Subscribe Everything above came out of a single STEEL teardown: die annotation, block-level area analysis and TEM cross-sections through logic and SRAM. We’re diving deep into the most advanced datacenter and AI hardware hitting the market. To learn more about what’s in the pipeline or to commission a custom teardown, contact sales@semianalysis.com. Future Roadmap The same cross-sections that pin down N+3 also show where SMIC can go next. Although N+3 is already close to the practical limits of DUV multi-patterning in several layers, SMIC still has a few scaling levers left. A theoretical N+4 would likely start with cell height. N+3 uses 5 M0 tracks between its power rails. Moving to 4 M0 tracks, as on SMIC N+2 and TSMC N6, could reduce cell height by roughly 15%. The routing grid is only one side of the shrink; the front end also must fit into the smaller cell. One possible FEOL lever is reducing the p-to-n isolation spacing from two diffusion grid units to one. Intel used this scaling booster on Intel 4, and TSMC did so on its N3 family. This path trades layout flexibility for density. Fewer M0 tracks reduce local routing resources, while tighter p-to-n spacing raises integration and design-rule difficulty. M2 is also constrained by the cell height shrink. For SMIC to maintain a ~5.7-track cell, M2 would need to move toward ~35 nm. That would move another layer into SAQP territory. SMIC could also reduce the CGP from 57 nm to 54 nm. Intel reached a similar CGP on Intel 10 nm/Intel 7 without EUV. The local interconnect is also tougher. If SMIC keeps the 3:2 M1-to-gate ratio, M1 would need to shrink to 36 nm and would likely require SAQP as well. If SMIC moves to a 1:1 ratio, M1 could relax to 54 nm, but it would give up routing flexibility. Under this theoretical path, we estimate that SMIC N+4 could reach a cell height of 198 nm and a CGP of 54 nm, implying a Bohr density of 137.8 MTr/mm², on par with TSMC N5 or Samsung SF4. However, the difficulty is cumulative. Each step is individually plausible, but together they make N+4 harder than the transition from N+2 to N+3. It will likely take longer, cost more, and carry less process margin. A theoretical N+5 would require a larger integration shift. One possible path is backside contacts (BSCon), moving power routing and source/drain contacts to the backside, which would reduce front-side routing pressure and enable another reduction in cell height. The front-side metal pitches could relax to reduce the process complexity. M0 would likely relax slightly to ~34 nm, and M2 and M4 pitches could relax further. CGP is unlikely to shrink much further. Even with EUV, 48 nm has been the practical limit for yield and process control. This approach would allow N+5’s cell height to fall to 170 nm and its CGP to 53 nm. This implies a Bohr density of 163.6 MTr/mm², on par with Intel 18A’s HP library. However, this would not make N+5 cost-competitive with the leading edge. It would reach a similar density through a much more expensive route. The integration difficulty rises sharply, with new process flows for backside alignment, wafer thinning, contact reveal, and backside metallization. Past this point, standard density and interconnect scaling become increasingly unattractive. That is where Huawei’s roadmap stops looking like a normal foundry roadmap and starts looking like a packaging roadmap. At ISCAS 2026, Huawei unveiled its tau (τ) scaling law, reframing process scaling in the time domain. τ is the time cost of data movement and processing: switching delays in transistors, RC signal propagation delays in circuits, compute, memory, and networking latency. Outside Huawei’s terminology, this is called system-technology co-optimization. This is Huawei’s answer to its lack of EUV lithography. Without EUV, planar density cannot keep pace with TSMC, Intel, or Samsung. If transistor density cannot shrink further, Huawei’s alternative is to shorten wires, reduce buffering, and stack logic vertically. “LogicFolding”, Huawei’s implementation of this new scaling idea, is, in practice, an aggressive 3D stacking approach. AMD V-Cache places SRAM above or below a CPU die. AMD’s MI350X places active interposer dies (AIDs) underneath accelerator and compute dies (XCDs), with the AIDs handling cache, IO interfaces, the network-on-chip (NoC) and embedded metal-insulator-metal (MIM) capacitors. With LogicFolding, parts of the same logic block are split across multiple active dies bonded face-to-face at ultra-fine pitch. This allows Huawei to shorten some critical paths and reduce buffer overhead, not merely add cache capacity or offload the IO and interconnect. Shortening wires is where the higher clocks come from. A large share of a modern core’s delay and energy budget goes into driving long interconnects and the repeater buffers along them. LogicFolding distributes a block’s critical-path gates across multiple stacked tiers bonded at a very fine pitch, so the bond interface behaves like an additional metal layer and the longest paths get shorter. That is how Huawei expects to recover frequency and efficiency it cannot get from the process alone. Huawei’s roadmap shows its intent. Prime core frequency is targeted to rise from 2.75 GHz in the Kirin 9030 to roughly 5 GHz by 2031, far beyond what planar scaling alone could deliver. Prime cores with 3.1 and 3.39 GHz clocks are being tested in its labs, although their power consumption is unknown. Beyond that, chips are in the design, simulation or pathfinding phase, meaning the frequencies are targets. However, the direction matters more: LogicFolding also helps with performance, not just density. The catch is that Huawei’s density claim is not directly comparable to foundry densities. A stacked design can report more transistors per package footprint by adding active layers, even if each patterned die remains well behind TSMC or Intel in front-end density. This is how Huawei can claim to reach foundry 14A-equivalent density by 2031. This is not a like-for-like foundry comparison, with Huawei using stacked logic and measuring density per package footprint. On a normalized Bohr-density basis, SMIC N+3 is ~114 MTr/mm², 38% less than Intel 18A’s HD library. Huawei’s 3D roadmap closes the gap by stacking active logic, reaching 215 MTr/mm² by 2030. In 2031, the roadmap density jumps to 295 MTr/mm², implying either a third active layer, partial EUV insertion or aggressive planar DUV scaling. Huawei’s methodology makes other foundries look much denser as well. Applying it to AMD’s MI450X with an N2 top die on an N3P base die yields a theoretical density of 460.2 MTr/mm² in 2026, compared with Huawei’s 295 MTr/mm² in 2031. This Kirin 9030 does not use LogicFolding, remaining in a conventional mobile SoC package. Instead, it forms the baseline for how far Huawei and SMIC can push planar scaling. Future teardowns of Kirin and Ascend chips will show both planar logic density and Huawei’s hybrid bonding solutions. Export controls changed China’s optimization problem rather than ending it. EUV restrictions raised the cost and complexity of leading-edge manufacturing without freezing it. SMIC reaches N6-class logic density through DUV immersion, SAQP and DTCO, while Huawei shifts more of the burden onto architecture, packaging and system-level integration. Future nodes will be tougher. N+3 still had room to tighten local metals and reduce cell height and CGP. Further scaling without EUV leaves fewer levers. More aggressive multi-patterning adds masks and overlay error. SMIC can keep pushing DUV, but each step will get more expensive and less forgiving. The design side is just as critical. Huawei had domestic EDA tools and flows before the Kirin 9030, with the Kirin 9000s, 9010 and 9020 making that clear. Huawei was able to ship multiple consumer SoCs on SMIC N+2 and N+3 while cut off from the Western EDA stack. US export controls restricted EDA tools for advanced chips in 2022 but did not target tools for more mature chips. In 2025, the US government briefly placed much broader restrictions on EDA software from Synopsys, Cadence, and others, before lifting them less than two months later as part of a trade deal tied to rare earths. Huawei has been unable to access those tools because it remains on a US trade blacklist. That forced Huawei, SMIC and Chinese academic institutions to build their own tools and flows. Researchers at Peking University recently announced a prototype EDA tool for Huawei’s LogicFolding architecture, which requires a new flow to handle the multilayer layout and floorplan. This is not the same as replacing the full Synopsys or Cadence stack, but it shows where domestic EDA is headed: toward tighter co-optimization between architecture, process and packaging. These advances are also diffusing into the Chinese ecosystem. SMIC is licensing its N+2 and N+3 processes to HLMC/Hua Hong at the government’s direction rather than by choice. If the same process learning feeds into Ascend accelerators for AI training and inference, the choke point shifts from one named fab to an ecosystem. Alibaba’s T-Head silicon arm and Cambricon, a Chinese AI chip designer that is expected to supply ByteDance, could also be major beneficiaries. Sanctions aimed at SMIC alone become less effective once the manufacturing knowledge has spread to other fabs and design houses. China is not closing the gap with Intel, Samsung and TSMC. The teardown shows the opposite in several places: no EUV, no backside power, higher process complexity, and visible trade-offs. But China is still advancing. If domestic chips become good enough for phones, inference, networking and security-sensitive workloads, they can matter strategically without matching TSMC at the leading edge. Behind the paywall, we show what else STEEL can do, with material and process flow analysis of SMIC N+3, and analysis of the Kirin 9030 package. We’re diving deep into the most advanced datacenter and AI hardware hitting the market. To learn more about what’s in the pipeline, access the full Kirin 9030 and SMIC N+3 analysis or to commission a custom teardown, contact sales@semianalysis.com.

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