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Silicon Co-Design

Chad
Tens of paid subscribers

Enabling AI Infrastructure co-design from chip to cluster through insights from industry-leading experts across the stack. Simplified, never dumbed down.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues39Founded10 months agoLast Issue8 days ago
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siliconcodesign.com
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Latest Issues

OCP 2026 - Co-Designing an AI Cluster

AI Compute Racks need three things to process tokens and survive: Power, cooling, and data. To maximize compute density, all three systems needs to be scaled alongside compute power and the plumbing need to be co-designed to work safety and...

8 days ago
8
1

Why Hybrid Bonding Is Very Difficult to Manufacture at Scale

Why submicron interconnects require extreme precision in CMP, alignment, and surface preparation, and how defects determine yield

Hybrid bonding promises to dramatically increase interconnect density, signal bandwidth, and enable more comp...

19 days ago
9
Paid

Why Optical Testing Could Become the Biggest Bottleneck in CPO Manufacturing

How wafer-level probing, optical alignment, known-good engines, and automated test equipment constrain high-volume production.

Unlike electrical testing for semiconductors, automating optical test is extremely difficult because of the gene...

25 days ago
8
Paid

Why More GPU and HBM Bandwidth Doesn't Solve AI's Data Movement Bottleneck

How disaggregated inference shifts the bottleneck across scale-up, scale-out, memory tiers, and system orchestration.

Bottlenecks never disappear; they just shift to another layer of the stack.

a month ago
9
Paid

Co-Packaged Optics for 224Gbps+ Scale-Up: An All-In-One Overview

A system breakdown of challenges for every technology component of CPO: packaging, PIC, laser, and EIC

Quick Housekeeping Note: I’ll be a media partner for IMAPS and SiPh Symposium in Boston, MA from Sept 28 - Oct 2. The theme is “Intellig...

2 months ago
20
Paid

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  • Chad

    Deep-Tech Semiconductor Analyst, MSEE. Educating engineers on the complete AI datacenter hardware stack from pure fundamentals.

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