Keynote: Beyond the Reticle: Orchestrating the AI Hardware Ramp
2:35 pm - 2:55 pm
- AI is the defining compute inflection of our lifetimes.
- Monolithic scaling alone is no longer sufficient. Advanced nodes still matter, but xPU performance, bandwidth, and power efficiency now come from 3DIC and advanced packaging.
- 3DIC complexity is compounding risk. The economics are brutal. Stitching together multiple high-value dies means one packaging defect or yield dip destroys massive capital.
- Deliver best AI hardware time-to-market and manufacturing-at-scale require entire ecosystem partners to innovate and deep collaborative supply chain.
Key Technologies Covered
- Supply chain collaboration