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Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Joined June 2009
1.2K Following    53.9K Followers
Nvidia’s next generation chip platform, Feynman is ahead of schedule, will use TSMC’s A16 process, and CPO (co-packaged optics), DigiTimes reports, with TSMC full speed ahead to meet 2028 mass production. -Nvidia is rapidly shifting its supply chain to put Feynman out in the 2nd half of 2028 -Feynman uses 3D chiplets, SoIC packaging and CPO. (Silicon-on-Integrated-Chips). -Total rack bandwidth for Feynman to hit 1,000 TB/s versus 260 TB/s for Rubin and 520 TB/s for Rubin Ultra, making CPO vital. -TSMC construction at advanced packaging plants AP7 in Chiayi and AP8 in Tainan are ahead of schedule, and accelerating -SoIC, CoWoS-L and CoPoS are all being pulled forward -SoIC capacity seen at 50,000 wafers-per-month (wpm) by end-2027, vs end-2026's 20,000wpm $NVDA $TSM #semiconductors#
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