X @郭明錤 (Ming-Chi Kuo)
郭明錤 (Ming-Chi Kuo)·2025-08-01 01:32
CoWoP has recently taken the spotlight in the AI server industry. While it is a promising technology that merits ongoing attention, it also comes with significant uncertainties and challenges surrounding mass production and commercialization. Much has already been written online about its technical advantages and manufacturing hurdles. Here, I offer two additional perspectives for consideration:1. A Comparison with Apple’s SLP Adoption TimelineAccording to Zhen Ding's annual report, it appears that Apple be ...