How a Niche Technology Became a Choke Point for A.I.

Jun 26, 2026 Last reply: 2 weeks ago 0 Replies

These circuits must be quite speedy to require this kind of inter-chip connection technology.



High costs always inspire innovation, so that's a bright note:



"Some chip start-ups are deliberately avoiding designs relying on CoWoS, which can require months to design the required interposer.



“Didn’t want to touch it,” said Sha Rabii, a co-founder and the president of Majestic Labs, which is designing an A.I. processor that can use simpler packaging and cheaper memory chips. “It takes a key part of the supply chain challenge off the table.”"

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