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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
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