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Before AI becomes software, models, or applications, it depends on chemistry. This paper examines the materials, consumables, gases, photoresists, substrates, cleaning processes, deposition chemistries, and specialty inputs required to manufacture advanced semiconductors and AI infrastructure. The argument is that the AI economy rests on a deep chemical and materials stack that is often invisible to investors and executives.
Before AI becomes software, models, or applications, it depends on chemistry. This paper examines the materials, consumables, gases, photoresists, substrates, cleaning processes, deposition chemistries, and specialty inputs required to manufacture advanced semiconductors and AI infrastructure. The argument is that the AI economy rests on a deep chemical and materials stack that is often invisible to investors and executives.