www.electronicsweekly.com, Jul. 24, 2024 –
"For the third quarter in a row, we achieved over US$100m in bookings," says CEO Tony Phialis, "this was also a record quarter for design wins with 14 new design wins in the business. We now see the industry quickly adopting chiplet-based architectures for critical AI and data centre applications."
Phialis pointed to a "design win with a hyperscaler leveraging our 112G and UCIe-based solutions" Alphawaver ASPPR039 chiplet artand "strong interest for our portfolio of scalable, interchangeable and customisable connectivity and compute chiplets, including our Arm-based compute chiplets."
As of the end of Q2, Alphawave has seven designs leveraging advanced packaging and chiplet-based designs on advanced nodes. Most of these chiplets are expected to enter production in 2025 and contribute revenues in 2025 and beyond.
Development of Alphawave Semi's first connectivity silicon products remains on schedule and first silicon shipments are expected by the end of 2024.
These first products will be shipped to one of the world's leading hyperscalers, with the potential for aggregate sales to exceed US$300 million over a multi-year period. Alphawave expects to begin the initial ramp in the second half of 2025.