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"NVIDIA's "Rubin Ultra" Reportedly Faces Issues With CoWoS-L Packaging"
"In a typical CoWoS package, TSMC usually combines multiple smaller dies and multiple HBM memory modules into a unified package that supports the entire AI build-out. However, with the ambitious "Rubin Ultra" design, NVIDIA planned to use CoWoS-L, which was expected to handle the design and concept that "Rubin Ultra" was based on. It is rumored, however, that in a 2+2 die package—meaning four dies as in this architecture—TSMC is encountering warping issues. The package—which includes a substrate—is bending in multiple directions, causing the compute dies of "Rubin Ultra" to not make complete contact with the underlying substrate. This instability means that TSMC has to explore alternatives within its packaging portfolio. One of these alternatives is a panelized approach called CoPoS, which stands for Chip-on-Panel-on-Substrate."
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