The Economies of Disaggregation: Why the Future is a System-of-Chiplets

By Frank Schirrmeister

February 26, 2026

Yesterday at the Chiplet Summit, I had the pleasure of attending Jim Handy's plenary keynote, Director at Objective Analysis and one of the most respected analysts in the semiconductor and SSD industry. With over 35 years of experience - including stints at Intel and National Semiconductor - Jim brings a level of technical depth and market accuracy that is rare in our field. Jim shared his insights on why the industry's architectural "North Star" is shifting from the monolithic die to a modular, disaggregated future.

We are at a pivotal inflection point where the convergence of advanced multi-die architectures and AI-driven workloads is creating unprecedented complexity. The "Golden Age" of semiconductors is demanding a new approach. As Jim noted, the physics of Moore’s Law are finally being overtaken by the brutal realities of economics. With hyperscalers now spending as much as 27% of their total revenue on AI infrastructure, the chiplet has transitioned from an experimental niche to a critical economic enabler. This shift isn't just about technical prowess; it's about the "System-on-Chiplets" model that could propel this sector to a $600 billion valuation by 2031.

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