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The Foundry Moat Moved to the Package
Article · chipsDeep read

The Foundry Moat Moved to the Package

For twenty years the chip moat was the transistor. Since 2018 it has moved to the package: whoever runs the CoWoS, SoIC, and Foveros line decides whether an AI accelerator ships at volume. An interactive research edition.

BitByteCore Silicon Desk · Jul 27, 2026 · 5 min read