Advanced Packaging
8 pieces tagged Advanced Packaging.
Pieces
Samsung Made $75 Billion in One Quarter. The Reason Is 12 Chips Stacked Into One.
[Website catch-up note, added 19 Oct 2026 under Step 0.0: this run was produced on 11-12 Oct outside the website toolchain, so its description, diagram and site page were completed afterwards from the run's own script and the sources below. The delivered script and caption were not changed.]
Your Chip Factory Can't Agree Which Die Failed
Every chip on a wafer has an address, and there is a standard for writing it down: SEMI E142, the specification for substrate mapping. The problem is that wafer test data mostly doesn't use it — the XY coordinates coming out of a prober depend on the prober and the recipe combination, and probably don't…
The Chip So Big They Can't Throw the Broken Part Away
Every chip factory on Earth runs on the same rule: cut the wafer into hundreds of chips, test them, and throw the broken ones away. That rule is what "yield" means.
AI Ate Your RAM — And There Was Never a Shortage
Your RAM got about twice as expensive this year, and the reason has almost nothing to do with a shortage — the memory fabs are running flat out at record output, with $52B going into 300mm memory equipment in 2026 alone, up 29%. What actually happened is a reallocation, and it comes down to physics…
NVIDIA Is Replacing the Wires Inside AI With Light — Here's the Real Catch
Inside a giant AI system, just moving the data between chips can burn more power than the computing itself — so NVIDIA is doing something wild: replacing the copper wires with light. In this video I break down co-packaged optics (the "light engine" built right into the chip package), why copper hit a hard power…
NVIDIA's Chip Is Finished — It Still Can't Ship (The Real AI Bottleneck)
NVIDIA's fastest AI chip has been finished for months — and it still can't ship. The reason isn't the 2-nanometer transistor everyone's racing toward; it's the very last step, advanced packaging.
The Real AI Shortage Is Memory, Not GPUs
Your next laptop just got about 20% more expensive. The reason is HBM, and HBM is a yield problem.
The Real AI Chip War Is Not About Beating Nvidia
The company quietly winning it is not in most of the headlines.