- Belgium-based IMEC is the world’s largest independent research lab for chip-centric technologies
- It recently unveiled a breakthrough in its III-V chiplet integration on 300mm silicon, enabling it to pack high-performance chips into a denser configuration while offloading passive components onto a silicon interposer
- The breakthrough allows for AI to exist at scale by scaling up efficiency and bringing down costs
NVIDIA CEO Jensen Huang has been very vocal about where the next frontier for AI lies: telecom.
The contention is that as the next generation of wireless communication is ushered in, the lines between software and hardware will be further blurred, with every radio access network essentially behaving as an AI computer.
The issue, however, centers around adoption: How cheap, accessible, and scalable the underlying technology will be is key, and it is one that IMEC might have at least partially solved.
An efficiency and adoption problem to solve
NVIDIA is not exactly a passive observer in telecom, however. It has pumped $1 billion into the Finnish telecom giant, Nokia, for a 2.9% stake. It has also cobbled together a coalition of global telecom leaders committed to building on AI-Native platforms to power 6G.
It sees telecom as the next large growth sector in terms of both revenue and scale for its own AI ambitions and also identifies it as a crucial driver for both the software layer and the hardware stack it currently sells.
Unlike Nvidia, IMEC is a non-profit that focuses on research and development and emphasizes commercializing its research, which has led it to partner with over 600 global industry players.
Désiré Athow, managing editor of TechRadar Pro, described IMEC as the United Nations of the silicon world, a place where the world’s most valuable tech companies can meet, discuss, and shape the technology pipeline for the next decade.
