Insights

Frontier exascale supercomputer racks at Oak Ridge National Laboratory

From 48V Racks to 800V AI Factories: Where Custom Analog and Power ICs Re-enter the Data-Center Stack

AI infrastructure is not only a GPU story. Rising rack power, fast load transients, 48 V rack limits, and emerging 800 VDC architectures are moving hard problems back into analog and power IC design. The opportunity is real, but it must be framed as a source-backed design-space opening, not a guaranteed socket.

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Graphene in the Semiconductor Ecosystem: What Is Real, What Is Not, and Where the Opportunity Actually Is

Graphene is one of the most over-cited materials in semiconductor presentations. Most commercial “graphene” products are reduced graphene oxide or pyrolytic graphite, not monolayer CVD graphene. Two applications have crossed into commercial production. Everything else — including BEOL interconnects and logic transistors — is laboratory research. This insight separates the genuine near-term opportunities from the decade-long research bets.

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Why High-Voltage ICs Move to Ceramic Packages: Heat, Isolation, and the Customers Who Actually Need Them

High voltage alone does not force a ceramic package. Ceramic becomes compelling when voltage combines with high current, power dissipation, hermeticity, harsh environments, or long-life reliability requirements. The real growth is in EV power electronics, renewable inverters, AI data-center power, industrial drives, RF, aerospace, and medical high-voltage systems.

Why High-Voltage ICs Move to Ceramic Packages: Heat, Isolation, and the Customers Who Actually Need Them Read More »

Co-Packaged Optics and Its IC Supply Chain: What Is Shipping, What Is Still Sampling, and Where the Power Management Opportunity Actually Is

Co-packaged optics is shipping at the leading edge — Broadcom’s Bailly platform is customer-delivered — but the next switch generation and most published “CPO market size” figures are still a roadmap slide, not a 2026 reality. This insight separates what is actually deployed from what is announced, and shows where the AI-server and CPO power management opportunities genuinely differ in evidence and maturity.

Co-Packaged Optics and Its IC Supply Chain: What Is Shipping, What Is Still Sampling, and Where the Power Management Opportunity Actually Is Read More »