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We are on the cusp of a new compute era:
CHIPLETS...
...which will be the basis of many exciting new startups, as an evolution of the ubiquitious System on a Chip.
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CHIPLETS...
...which will be the basis of many exciting new startups, as an evolution of the ubiquitious System on a Chip.
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Systems on a chip, or SoCs, incorporate most the processing, memory, and interface circuitry needed to make a gadget work.
SoCs shepherded modern personal and mobile computing into the mainstream, starting with a wristwatch in the 70s:
https://www.computerhistory.org/siliconengine/digital-watch-is-first-system-on-chip-integrated-circuit/
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SoCs shepherded modern personal and mobile computing into the mainstream, starting with a wristwatch in the 70s:
https://www.computerhistory.org/siliconengine/digital-watch-is-first-system-on-chip-integrated-circuit/
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Electronic design automation and foundries in the 80s and 90s spawned a generation of fabless chip companies that defined the modern internet and PC era, and consolidated into giants, such as $CDNS, $SLAB, $BRCM, $QCOM, $MRVL, $NVDA, and ARM.
https://community.cadence.com/cadence_blogs_8/b/ii/posts/new-book-reveals-history-of-fabless-semiconductor-revolution
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https://community.cadence.com/cadence_blogs_8/b/ii/posts/new-book-reveals-history-of-fabless-semiconductor-revolution
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Today's heightened demands on search, streaming and gaming, and tomorrow's need for pharma, driverless, and robotics, are making these SoCs ever more complex and expensive to produce, with every single design costing tens (perhaps hundreds) of millions of dollars.
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The bulk of that cost goes into integrating and verifying all of the subsystems that go into an SoC.
At today's technology nodes, not getting it right the first time can cost tens of millions of dollars and massive delays.
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At today's technology nodes, not getting it right the first time can cost tens of millions of dollars and massive delays.
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Chiplets break out SoCs into pieces of silicon for processing, memory, accelerators, input/output and other functions that were previously painstakingly, and expensively integrated together:
https://spectrum.ieee.org/computing/hardware/goodbye-motherboard-hello-siliconinterconnect-fabric
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https://spectrum.ieee.org/computing/hardware/goodbye-motherboard-hello-siliconinterconnect-fabric
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Large and small companies, and Universities, are making it possible for different the chiplets to talk together as efficiently as if they were baked into the same chip:
https://spectrum.ieee.org/tech-talk/semiconductors/design/amd-tackles-coming-chiplet-revolution-with-new-chip-network-scheme
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https://spectrum.ieee.org/tech-talk/semiconductors/design/amd-tackles-coming-chiplet-revolution-with-new-chip-network-scheme
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This will slash the cost of developing and delivering powerful new chips into the cloud (search/ML/data), supercomputer clusters (pharma/driverless/robotics), and into our portable devices, ushering a new generation of use cases.
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Chips will DEFINE companies, which is why $MSFT, $AAPL, $TSLA, $GOOG, $AMZN and others are bringing chip design in-house.
At Lux, we are seeking amazing teams accelerating the chiplet trend, and leveraging it towards building transformational companies
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At Lux, we are seeking amazing teams accelerating the chiplet trend, and leveraging it towards building transformational companies
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