Displaying posts in the categorySemiconductors
VLSI
Introducing The Semiconductor Hub — connecting semiconductor knowledge, product development, markets, companies, tools and people. We live in an era in which a chip can integrate billions of transistors, yet understanding the semiconductor industry around that chip can still require a dozen browser tabs. The technology is extraordinary. The information landscape? Not nearly as connected. A product manager moves between market reports and cos…
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Murugavel Ganesan
October 26, 2026
Tech Economics
Executive Summary As we enter 2026, the artificial intelligence infrastructure build-out is hitting a physical wall: the "Copper Limit." While GPU performance has skyrocketed, the ability to move data between chips is lagging. This post outlines why Co-Packaged Optics (CPO) is shifting from a science experiment to a necessity for hyperscalers, who the winners will be in 2026, and how the unit economics of the data center are being re…
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Murugavel Ganesan
January 08, 2026
Tech Economics
Executive Summary: As we exit 2025, the semiconductor market has fractured. We are no longer limited by software, but by the hard walls of physics: Energy grids are tapped out, HBM is sold out, and the "Opportunity Cost" of legacy silicon has never been higher. If you walked the floor at CES or SEMICON West this year, you likely felt the disconnect. On one side, the AI and High-Performance Computing (HPC) sector is euphoric, riding …
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Murugavel Ganesan
December 19, 2025
Video
Technology is moving faster than at any point in human history but the most profound shifts ahead may not come from new gadgets or apps. Instead, they’ll arise from how innovation, infrastructure, and geopolitics intersect. As we look toward 2026, five key forces are converging to redefine the global technology landscape from artificial intelligence and semiconductor design to global supply chains and sustainability. Understanding these dynamic…
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Murugavel Ganesan
November 10, 2025
TSMC
When the world first watched ChatGPT spark to life, it felt as though intelligence itself had been bottled and shared. Now, a few years later, we’re witnessing the next phase of that revolution: agentic AI — systems that can plan, decide, and act with minimal human input. They don’t just respond to prompts; they pursue goals, coordinate with other systems, and sometimes even negotiate on behalf of their users. The promise is dazzling: frictionl…
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Murugavel Ganesan
November 01, 2025
Semiconductors
In the high-stakes race for automotive supremacy, China is flooring the accelerator on its semiconductor ecosystem, aiming to power the world’s largest electric vehicle (EV) market with homegrown chips. With EVs humming through its cities and autonomous driving on the horizon, China’s ambition to slash reliance on foreign semiconductors is both a technological crusade and a geopolitical gambit. But as Beijing pours billions into this silicon dre…
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Murugavel Ganesan
June 19, 2025
vehicle innovation
The automotive industry is undergoing a significant transformation, and at the heart of this change is the exciting world of automotive Chiplets. These modular components are set to revolutionize how vehicles operate, making them smarter, safer, and more efficient. Let’s dive into what automotive Chiplets are all about, focusing on pioneering research efforts by companies like IMEC and its partners. What Are Automotive Chiplets? Chiplets are sma…
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Murugavel Ganesan
October 25, 2024
Semiconductors
Image Courtesy: Bing Semiconductors have played a vital role in shaping the current century, powering an ever-increasing array of electronic devices and applications.Here are a few examples of how semiconductors are shaping the current century: Smartphones: Semiconductors are the backbone of modern smartphones, enabling a range of capabilities such as high-speed internet connectivity, camera technology, and processing power. Internet of Things …
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Murugavel Ganesan
February 16, 2023
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