Glass Is Becoming an AI Infrastructure Platform

Glass Is Becoming an AI Infrastructure Platform
by Moh Kolb on 11-05-2026 at 10:00 am

Glass substrate as arch SemiWiki oct5 (1) (1)

The value of glass will be determined not by its material properties alone, but by whether it can expand the package architecture window and be realized repeatedly at manufacturing scale.

AI infrastructure is pushing advanced packaging into a regime where the substrate itself increasingly determines what can be built.

As packages… Read More


When Design Gets Faster, the Bottleneck Moves Through the Physical Stack

When Design Gets Faster, the Bottleneck Moves Through the Physical Stack
by Moh Kolb on 09-07-2026 at 6:00 am

Desing fast Bott through physicalstack

AI can compress the path to tape-out. The next challenge is compressing physical realization.

Something important is beginning to happen in semiconductor development: the design cycle itself is becoming compressible.

AI-assisted engineering can accelerate architecture exploration, RTL development, verification, physical… Read More