Aug 31, 2026 · 18 min · 10 segments
AI infrastructure depends on more than GPUs, CPUs and high-bandwidth memory. Precision timing technology is a critical piece of the puzzle, helping keep the massive amounts of compute, networking and…
Dave AltavillaHost
Marco ChiappettaHost
So looking to the next three to five years, what sorts of technologies do you think are going to be critical to the timing industry, maybe that aren't getting enough attention these days? Where do you see your core technology
For example, just recently, we took the stance of saying that in CED, given the need for more integration, more proximity to TPU, GPU or switches, and greater lower power, greater density, the market is going to grow by $2.5 billion because timing will have to be super close to the chip, to the ASIC.
Might even be... excuse me, have to be right next to it, might even have to be on top of it or below it or in the substrate.
We think that's an opportunity that's two and a half billion which is not yet exposed to the rest of the world.
We'll see that the markets we know, you know, ADAS, driving, personal, home, all of these are going to grow tremendously more because we're going to find even more use cases.
getting that timing close to the- Or getting ourselves into chiplets or modules at a certain level that could solve the problem for our end customers.
If we were to meet again in three years in this room, what sort of accomplishments or milestones should we be expecting to see? If the stars align and you get everything that you want three to five years from now, what should we judge you guys on? How can we say SciTime pulled it off in this AI era?
I believe that it will be well known that timing is important, just like we know, like today, TPU is important or GPU is important or power or power savings are important.
Also, what'll happen is that it'll become deeply embedded into everything we do.
So, it'll be a company That could be the, you know, I always look at MPS, Empower, the power company.
When I came across them first in, I'm going to say 2011, they were about 300 million.
I don't know what the numbers are going to be, but I think that's a pretty good model for side time.
So looking to the next three to five years, what sorts of technologies do you think are going to be critical to the timing industry, maybe that aren't getting enough attention these days? Where do you see your core technology
For example, just recently, we took the stance of saying that in CED, given the need for more integration, more proximity to TPU, GPU or switches, and greater lower power, greater density, the market is going to grow by $2.5 billion because timing will have to be super close to the chip, to the ASIC.
Might even be... excuse me, have to be right next to it, might even have to be on top of it or below it or in the substrate.
We think that's an opportunity that's two and a half billion which is not yet exposed to the rest of the world.
We'll see that the markets we know, you know, ADAS, driving, personal, home, all of these are going to grow tremendously more because we're going to find even more use cases.
getting that timing close to the- Or getting ourselves into chiplets or modules at a certain level that could solve the problem for our end customers.
If we were to meet again in three years in this room, what sort of accomplishments or milestones should we be expecting to see? If the stars align and you get everything that you want three to five years from now, what should we judge you guys on? How can we say SciTime pulled it off in this AI era?
I believe that it will be well known that timing is important, just like we know, like today, TPU is important or GPU is important or power or power savings are important.
Also, what'll happen is that it'll become deeply embedded into everything we do.
So, it'll be a company That could be the, you know, I always look at MPS, Empower, the power company.
When I came across them first in, I'm going to say 2011, they were about 300 million.
I don't know what the numbers are going to be, but I think that's a pretty good model for side time.
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