Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
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• AI is turning data center demand into a continuous power load,
Notes: ASM and the Rising Complexity of Chips & Why ALD Matters More Than Ever
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* Semiconductor scaling is shifting from lithography alone to materials precision and
Notes: SiTime and the Rising Importance of Precision Timing in AI Systems
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* Precision timing has shifted from commodity infrastructure to a system-level constraint
Netskope: Context-Rich Security for the AI Era (Pt.2)
Summary
* This section uses a framework to clarify how AI shifts security