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#