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Nvidia shifts to CoWoS-L packaging for Blackwell GPU production ramp-up

Summary by Tom's Hardware

As demand shifts for dual-die Blackwell products, Nvidia reportedly increases CoWoS-L orders while possibly reducing orders for CoWoS-S packaging technology.

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Tom's Hardware

Nvidia shifts to CoWoS-L packaging for Blackwell GPU production ramp-up

As demand shifts for dual-die Blackwell products, Nvidia reportedly increases CoWoS-L orders while possibly reducing orders for CoWoS-S packaging technology.

1 month ago

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Nvidia to Reduce CoWoS-S Capacity, Focus on CoWoS-L Technology, TF International Analyst Says

Changing its Blackwell architectural plan, Nvidia (NVDA, Financials) is reordering its product line and supply chain focus. According to TF International Securities analyst Ming-Chi Kuo, these shifts include lowering dependence on CoWoS-S technology and turning attention to CoWoS-L systems. The revised road plan presents the 200 Series, which employs dual-die design produced using CoWoS-L technology. Systems in the 300 Series include single-die …

1 month ago

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