Chiplet architectures are reshaping semiconductor design. See how Intel Foundry's EMIB and Foveros advanced packaging technologies help enable high-performance, chiplet-based architectures. Learn more: #IntelFoundry# #AdvancedPackaging#

I went long $AMD at $4.20 a decade ago because I believed chiplets would become the foundation of modern compute. They did. $IBRX gives me the same feeling today, but in biotech. Anktiva isn’t just a fusion protein complex. It’s an operating system for the human immune system.

It’s #TrackTuesday#! 👀 This week: Open Chiplet Economy + OCP Special Focus: Photonics As AI infrastructure pushes the limits of compute and connectivity, these tracks dig into two critical areas shaping what comes next: custom silicon and next-generation interconnects. Explore chiplet and IP reuse, HBM integration, chiplet security and system interoperability—alongside XPO, NPO and CPO architectures, photonics engineering trade-offs, resiliency at scale and the open standards needed to move both ecosystems forward. Explore the tracks and start building your #OCPSummit26# agenda at 📍 San Jose, California 📅 October 12–15, 2026

$AMD at the Citi Global TMT Conference “We haven't given a ton of details yet, but we do have some of our own internal silicon ambitions for ultra-low-latency inference that would fit into our architecture via chiplets.” The Taalas acquisition and the Cerebras partnership are just $AMD’s baby steps into ultra-low-latency inference The goal is to develop this silicon in-house going forward, and the trend we’ll likely see is increasingly specialized ASICs designed for specific workloads

Agentic AI is changing what the data center needs from the CPU. At SEMICON Taiwan, CK Tseng shared how Arm is helping the ecosystem scale AI infrastructure through more efficient CPUs, custom silicon, chiplets and tighter system integration.

$MU $SKHY $DRAM 20 HBM Cubes. 1 compute die. Find the Waldo. OpenAI ASIC patent tells you exactly where memory demand is headed. "Non Adjacent Connection of High Bandwidth Memory Chiplets, I/O Chiplets, and Compute Chiplets Through Embedded Logic Bridges."