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TSMC will purchase CoWoS packaging material for Nvidia’s new HPC chips
Nvidia will launch a new HPC GPU platform for data centers, artificial intelligence, and gaming applications in 2022. Its manufacturing partner TSMC is reportedly expected to triple orders with packaging substrate and thermal material suppliers to support large-scale CoWoS packaging of new chips.
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DigiTimes quoted the source as saying that Nvidia estimates that its data center HPC chip shipments will grow by 200%-250% year-on-year in 2022 and that its data centers are based on the new Hopper architecture, as well as AI chip solutions, will greatly increase drive this growth. These solutions will be available as early as July.
Moreover, Nvidia is also expected to launch its next-generation Blackwell-based HPC chips in the first half of 2023, but it remains to be seen whether TSMC’s HPC-specific N4X node-set will be used for trial production by then, the person noted.
Currently, AMD also uses CoWoS technology to process most of its HPC and server chips, while packaging some of its products through ASE’s FOEB 2.5D IC packaging solution to improve cost performance.