Nothing's for Free: Piyush Sancheti on the Real Trade-Offs Behind 3D IC Adoption
33 min
From AI accelerators to automotive silicon, what does it actually take — organizationally, economically, and technically — to make 3D IC work in the real world? What you’ll learn... (01:59) What's already shipping: real-world 2.5D and 3D IC products in data centers, mobile devices, and AI accelerators — and why linear, monolithic SoC flows no longer scale for 3D IC design (05:44) Is 3D IC the right economic decision? Weighing ROI and the two forks in the road (08:24) Geopolitics and the shift from single-foundry lock-in to a fragmented, multi-supplier ecosystem (11:01) The cultural shift: bringing electrical, mechanical, and materials science disciplines together (13:54) Why EDA is the glue for multidisciplinary 3D IC design (14:32) STCO explained: shifting design decisions left with a unified "cockpit" view (18:36) Inside the expanded Siemens–NVIDIA AI partnership announced at CES 2026 (20:03) Why system companies are moving into custom silicon — Meta's MTIA and Tesla's Dojo 3 (24:11) Looking ahead: integrated photonics, glass interposers, and wafer-scale computing (29:37) Physical AI at the edge: latency, power, and reliability requirements More about this episode... In this episode of the Siemens 3D IC Podcast, closing out the season, host Tova Levy speaks with Piyush Sancheti, VP of Central Engineering Solutions (3D IC) at Siemens EDA, for a full-circle look at where 3D IC adoption stands today. Piyush explains that 3D IC has moved well past research: 2.5D packaging is now mainstream in AI and HPC, and true 3D stacking is moving beyond HBM into logic dies. But the biggest lesson for early adopters isn't technical, it's organizational: linear, monolithic SoC flows don't scale once packaging, multi-physics, and manufacturing all have to be considered together from day one. That theme carries through the economics of adoption (there's no one-size-fits-all, it depends on end market), the geopolitical push toward a diversified, multi-supplier ecosystem,...