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#cowos

All stories tagged cowos on The Silicon Valley News.

Nvidia Capitalizes Advanced Packaging and Optics Supply Chains to Lock Up AI Compute Capacity

Nvidia is committing billions in capital expenditure guarantees through 2028 to secure advanced packaging, substrate, and co-packaged optics capacity across major foundry and OSAT partners.

David Park 1m ago 2 min read

Chips

GlobalFoundries Joins TSMC CoWoS Supply Chain to Build US Interposers

A new five-year, $2 billion agreement brings GlobalFoundries into TSMC's advanced packaging ecosystem, utilizing mature US fabs to relieve AI hardware bottlenecks.

David Park Oct 9, 2026 3 min read

Chips

Nvidia Plans 15 Percent Price Hike on Blackwell and Rubin Servers as Memory Costs Soar

A reported 15 percent price increase on Nvidia's next-generation AI platforms highlights how high-bandwidth memory bottlenecks and packaging yields are dictating system economics.

David Park Aug 24, 2026 3 min read

#cowos

Stories tagged cowos

Nvidia Capitalizes Advanced Packaging and Optics Supply Chains to Lock Up AI Compute Capacity

GlobalFoundries Joins TSMC CoWoS Supply Chain to Build US Interposers

Nvidia Plans 15 Percent Price Hike on Blackwell and Rubin Servers as Memory Costs Soar