More Than Moore • 163 implied HN points • 18 Dec 25
- Breaking chips into modular pieces and using chiplets makes development faster, splits technical risk, and opens new markets like SuperNICs by letting companies combine custom dies with standard pieces.
- Standard interfaces and an ecosystem of pre-verified building blocks speed adoption and lower engineering burden, while still leaving room for custom accelerators and differentiation.
- The AI boom brings huge investment and urgency, but expensive, complex chip development means the industry is focused on improving performance-per-watt and cutting time‑to‑market through collaboration and tooling.