Advanced Packaging

5 pieces tagged Advanced Packaging.

Pieces

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…

19 Aug 20262:07tip inside

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.

14 Aug 20261:56tip inside

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…

03 Aug 20262:11tip inside

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…

31 Jul 20262:52tip inside

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.

16 Jul 20261:36tip inside