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Henkel Adhesive Technologies

Henkel Adhesive Technologies

The future of AI isn’t just silicon

With Moore’s Law slowing, the next leap in AI depends on advanced packaging—not just smaller chips. Technologies like chiplets, HBM, and co-packaged optics are redefining performance, power, and scalability. AI hardware is now a full-system challenge, where silicon, power, thermal, and mechanical design must be co-engineered. The future belongs to those who master integration.

Tom Sicilian
Key Account Manager - Data/Telecom

4 min.

As compute demands soar and Moore’s Law slows, the industry can no longer rely solely on shrinking silicon nodes to drive performance. Instead, advanced packaging technologies—such as chiplets, interposers, high-bandwidth memory (HBM), and optics—are becoming central to delivering scalable, high-performance AI systems. These techniques integrate multiple dies into sophisticated substrates, creating a system where the whole outperforms the sum of its parts.

Monolithic designs are reaching physical and cost limits. AI accelerators like NVIDIA’s Grace Hopper, AMD’s MI300, and various hyperscaler ASICs are pushing the boundaries of chip size and complexity. To scale efficiently, the industry embraces 2.5D chiplet architectures, where compute, memory, and I/O dies sit side-by-side on silicon interposers or organic bridges.

This architectural shift unlocks new levels of performance but introduces complexity. Routing thousands of high-speed signals with minimal crosstalk demands precision at the micron level. Thermally, these dense packages generate unpredictable hotspots that challenge traditional cooling methods.

Packaging and power delivery: A new multidimensional challenge

High Bandwidth Memory (HBM) is a prime example of advanced packaging benefits and challenges. When co-packaged with AI chips, HBM delivers up to 5 TB/s of bandwidth but adds vertical bulk, increases thermal density, and imposes mechanical stress on the substrate. Engineers carefully model heat dissipation and use underfills, thermal lids, and custom thermal interface materials (TIMs) to prevent warping or delamination—issues that directly affect performance and reliability.

Optics integration introduces further hurdles. Co-packaged optics (CPO) promises dramatically lower power per bit at 800G+ speeds, but photonic components are extremely sensitive to temperature and vibration. They require sophisticated vibration isolation, temperature stabilization, and low-noise environments. These aren’t optional extras anymore; they’re critical for mission success.

This is an image of chip packaging

In the data and telecom industries, advanced packaging must address even stricter constraints. Limited airflow, ruggedization, vibration resistance, and small form factors all challenge hardware designed for edge and network environments. Systems need low-profile, passively cooled, mechanically compliant packaging that meets NEBS, ETSI, and other environmental standards.

Power delivery is evolving in parallel. Multi-chip modules impose asymmetric and dynamic loads, pushing engineers toward distributed VRM architectures, fine-grained telemetry, and holistic power integrity co-design at the board and package level. PDN design is now a three-dimensional problem, no longer limited to the traditional 2D PCB layout.

Testing and yield also become critical in multi-die modules. One faulty memory or I/O die can render an entire expensive package useless. Engineers rely on known good die (KGD) practices, fault isolation, and modular test hooks to ensure high yield and long-term field reliability.

Ultimately, the product is no longer just a chip—it’s the complete system of silicon, packaging, power delivery, and cooling. AI workloads demand a tightly integrated approach where hardware teams co-engineer across these layers. The teams that master this integration will drive the next wave of AI and telecom infrastructure innovation.

Resources

  • This is a futuristic concept image of a server in a data center.

    Phase change interface materials for next-gen data center ICs

    This case study looks at how low-pressure, low thermal impedance, phase change thermal interface material provides a much-needed solution for next-gen data center ICs.

    10 min.

  • This image displays a micro thermal interface coating on a pluggable optical transceiver.

    Durable TIM coating reduces heat and improves data center switch performance

    This case study looks at how durable, thin thermal interface coating reduces heat and improves data center switch performance.

    10 min.

  • This is the frozen computer chip in a block of solid ice

    The heat is on

    Today, network performance, reliability, and durability are critical to datacom and telecom performance around the world. And when network performance is largely determined by power and cooling, the role of thermal management is only going to increase.
  • This image shows city view of San Francisco

    Look small to go big

    In today’s world of unprecedented network and infrastructure expansion, the need for increased performance and stability is accelerating. This rapid expansion is further challenged by the need to process more data at faster speeds while also accommodating emerging technology developments.
  • This is an image of a network cable with fiber optical background

    The 2023 data center pulse report

    With an insatiable demand for faster networking speeds and throughput performance within the data center, 800 Gigabit Ethernet (GbE) is gaining momentum as the next big trend in networking to provide capacity to ever-growing customer demands.
  • This is an image of a man in a data center bending down

    The 2024 data center pulse report

    The influence of innovation and technology on the need to transition from 800G to 1.6T.

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