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Overview

Expert-driven interdisciplinary deep-dives into the AI HW Infrastructure stack from first principles. Click to read Silicon Co-Design, by Chad, a Substack publication with thousands of subscribers.

News

Blog 2 months ago
Design Automation Conference 2026 - The Bottlenecks that Limit AI Use in Chip Design
AI is EDA is not as effective as pundits claim it to be, for now. Artour Levin, CVP AI Silicon Engineering, Microsoft, "EDA Opportunities in building high performance AI accelerators" DAC 2026 AI will not replace chip designers anytime soon. In fact, AI h
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Blog 3 months ago
A Comprehensive Overview of the AI Accelerator Landscape: From Digital to Analog Compute-in-Memory Architectures
Editors Note: (7/22/26): I trimmed the paywall to only paywall the scaling challenges with Analog CiM. This way, you can come away with a mental framework for the components of the Analog CiM. Compute-in-memory has emerged as a promising technology to ove
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Blog 3 months ago
A Comprehensive Deep Dive into High-Speed HBM5 Interconnect: Signal Integrity and Co-Design Challenges
While a lot of attention is being drawn to the current HBM4 shortage, this post will focused on the practical technical challenges in scaling HBM5 performance.I will discuss the following signal integrity and co-design challenges in HBM5 based on SK Hynix
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Blog 3 months ago
Solving AI's Beachfront Crisis for 200Gbps+ Interconnect: Marvell & Celestial AI's Optical Answer to Nvidia's NVLink
I'll be doing a deep dive into a few topics centered around Marvell/Celestial AI's Electro-Absorption (EAM) approach to scaling optical interconnects. The outline of my post is as follows: Motivation behind Optical InterconnectsAn Overview of GeSi Electro
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Blog 4 months ago
A Complete Deep Dive of NVIDIA DWDM Co-Packaged Optics for Scaling beyond 200Gbps
This post will be an advanced deep dive of a state-of-the-art co-packaged optical system based on NVIDIA's Dense-Wave Division Multiplexing (DWDM).This post is organized in the following sections:What is Dense-Wave Division Multiplexing?A complete archite
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Blog 4 months ago
Advanced Packaging Co-Design: The Thermodynamic and Mechanical Constraints of High Power GPUs
At ECTC 2026, TSMC noted that many package designers are being too aggressive with their package designs and that a lot of communication is needed to balance the design performance with the manufacturing and reliability constraints of the package. This po
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Blog 4 months ago
A Complete Technical Overview of Advanced Packaging and Heterogeneous Integration
In this post I'll build intuition of the key tradeoffs and constraints surrounding advanced packaging. I'll define each of the classifications at a high level (from 2D to 3.5D)Then I'll do a breakdown of each of the key options of a TSMC 2.5D CHIP on WAFE
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News substack.com 4 months ago
Chad Substack
Deep-Tech Semiconductor Analyst, MSEE. Educating engineers on the complete AI datacenter hardware stack from first principles.
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Blog 4 months ago
ECTC 2026: The Multi-Physics and Packaging Bottlenecks of Next-Gen AI Clusters
In this post I discuss the following topics:Clear definitions of five buzzwords used in advanced packaging from John Lau's tutorial How Reliability is one of the biggest concerns for engineers on the floorThe Wild West of Co-packaged optics - Different CP
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Blog 5 months ago
Bridging the Silos of the AI Data Center: My Journey Through Five Major Technical Conferences (ISSCC, DesignCon, APEC, ECTC, and DAC)-and Advice for Engineers
I want to take a moment in this post to reflect on the past five conferences I've attended, why I attended these, what I learned, and the advice I would give to engineers thinking of doing the same. Why ISSCC, DesignCon, APEC, ECTC, and DAC?I recently had
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