QUOTE POST
#1479Zephyr@ZEPHYR_Z9
Big L for CoWoS-L if true
8:43 PM · May 15, 2026 · 111.5K Views
QUOTE POST
#1479Zephyr@ZEPHYR_Z9
If Intel wins the 4 die Rubin Ultra packaging orders, then CoPoS is coming soon
1:06 AM · May 16, 2026 · 67.7K Views
Big L for CoWoS-L if true
If Intel wins the 4 die Rubin Ultra packaging orders, then CoPoS is coming soon
Many users view Intel potentially supplying packaging for NVIDIA's Rubin Ultra GPUs as bullish because it signals competition with TSMC, while some doubt the feasibility and timeline for such a complex project.
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