Backdrop of multi-billion dollar orders to support AI services, but unlikely to hurt NVDA long term
Nvidia is understood to be delaying shipments of its Blackwell GPUs until the first quarter of 2025, and it appears the problems may be due to the complexity of the chip-on-wafer-on-substrate packaging tech that TSMC is using to manufacture the next-gen hardware.
The main issue behind these delays to GPU shipments is related to Nvidia's design of the Blackwell architecture, according to a report from semiconductor research firmis a way of enabling more complex and advanced products to be engineered using chiplets that are interconnected, typically a system-on-chip and one or more high bandwidth memory chiplets.
An organic interposer is required in order to scale CoWoS packages larger than AMD's MI300 GPU, SemiAnalysis says, as silicon is brittle and handling very thin silicon interposers gets harder as the interposer gets larger. The LSIs and bridge dies help to compensate for the poorer electrical performance of the organic interposer.
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