Session1 Plenary.pdf

1、ISSCC 2026SESSION 1PlenaryDr.Rick TsaiV I C E C H A I R M A N&C E O O F M E D I A T E KAdvancing Horizons for AI:Perspectives on Semiconductor InnovationsF E B R U A R Y 2 0 2 6 2026 IEEE International Solid-State Circuits Conference1960sPlanar ICs&MOSFET integrationAI Era1950sISSCC founded;The birt

2、h of integrated electronics community1970sMicroprocessors&semiconductor memory1990sSoCs,RF CMOS,mobile,and DSP2010sAI accelerators&3D stacked ICs1980sCMOS VLSI&large-scale integration2000sMulti-core CPUs&high-speed SerDes2020sChiplets,UCIe,&Edge AI systemsISSCC:The Community That Turns Ideas Into Si

3、licon 2026 IEEE International Solid-State Circuits ConferenceAI Era:End-to-End ApplicationsReal-time inferencing,personalization,sensing and controlAgentic AIAI agents,reasoning,MCP servers,automated workloadsAI Data CentersAI Phones,Tablets,PCs,IoT Solutions,AutomotiveReal-World UsersCloud AILarge

4、inference and training for foundational modelsEdge AI 2026 IEEE International Solid-State Circuits ConferenceA I T R A I N I N G C O M P U T E C U M U L A T I V E D E M A N D (R E L A T I V E,L O G S C A L E)Conventional Scaling Cadence Moores Law Era(2X every 18-24 months)AI Compute Demand Scaling(

5、2X every 4-5 months)10110310510710910111013196019701980199020002010202020302026-2030 values illustrative/extrapolatedAI Compute Demand Is Accelerating Faster Than System ScalingA new strategy is requiredNeeded to close the computing demand gap:Investments in infrastructure Innovations in architectur

6、e(Rack,Systems,XPUs,Memory,Interconnect)2026 IEEE International Solid-State Circuits Conference1281581721743255096117188479532020202120222023202420252026202720282029Cloud Data Center Capex($Billion)Source:Equity researchAI Drives Massive Spending5426567931,0521,1851,1881,3205145746558378787998622023