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XLNX is getting some of the 5G love, and of course they should have some traction in AI/ML
I really wish that XLNX and AMD would get more in bed on the AI/ML side, as AMD has the perfect architecture these days with chiplets to make custom server CPUs with XLNX die copackaged, and both are at TSMC. It would be a nice counterpoint to Intel's Altera unit.
One of the articles I linked recently, directly commented on that issue, but it was wrt to the chiplet die attached to the substrate, in order to get all the chiplet surfaces at the same height for the heatspreader. The way they did it was via careful control of the copper posts they are using for the interconnects. They claimed it gave better stack control than plain solder bumps.
I think by far the big reason for chiplets is yield. It allows a 64 core chip to be implemented on 7nm but with only 70mm2 die or so. That can yield, whereas Intel's 500mm2 monsters can't.
As to whether there is any thermal advantage, that I'm less sure of, because a little thickness in the heatsink at the contact can spread that laterally too. As far as the die is concerned, the heat per unit area is approximately independent of adjacent heat sources, its assumed the heat all goes normal to the surface and into the heatsink. Its just the delta between the silicon and the heatsink that counts.
IMO the best reason for chiplets is to get heat out of the area of the CPU.
I'd say that is a really good benefit, but the best reason is chiplet yield -- vs monolithic large dies -- and all of the binning options that come with it. Also, chiplets allow you to update one kind of chiplet in the package without having to update an entire large monolithic die.
Not to mention, that the same CPU chiplet is used in all of AMD CPUs from low end DT to high end server. This time around it might be true of the APUs as well, but we don't actually know that yet. AMD has saved a lot of money having one common die.
It also makes "custom" chips a lot easier to do. I have no idea what the NREs are on an organic interposer, but it has got to be a whole lot less than a new mask set for a processor. Even if a new chiplet needs to be designed, the total costs are still a lot lower.