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If the bottleneck isn’t TSMC wafer starts but CoWoS, where exactly does that bottleneck come from? From what I understand, its the interposer connecting GPU and
by MrBuddyCasino 3y ago
If the bottleneck isn’t TSMC wafer starts but CoWoS, where exactly does that bottleneck come from? From what I understand, its the interposer connecting GPU and HBM wafers. Are they hard to make, is the yield bad, are there insufficient production lines, …?
- kanwisher 3y agoNah cause AMD could be being used if they had software. Also Intel is totally different fabs and wafers, but both are not close in software to Nvidia