On SemiAnalysis’ (not) recent report...


- $NVDA wanted a 4-die configuration with 16 HBM stacks inside one advanced package
- However, that is not possible at high yields yet without glass substrates
Instead, Rubin Ultra will move to a 2+2 configuration: two dual-die packages on the same board
The system still gets four GPU dies, and the Kyber server still preserves the intended compute and HBM footprint. The design is being split across the board because the package is not ready for volume
This is a workaround while glass substrates and PLP ramp through 2028
TSMC CoPoS mass production is still expected to ramp in 2028 and will use glass substrates from the start
Feynman will be the first generation to move to a four-die accelerator architecture integrated into a single package
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