X @郭明錤 (Ming-Chi Kuo)

The press release didn’t make it clear that after the first Nvidia Blackwell wafer was produced in the U.S., it would still need to be shipped to Taiwan for CoWoS advanced packaging — only then would the production of the Blackwell chip be considered complete. Two years from now, if advanced packaging could start in the U.S., that would already count as ahead of schedule.https://t.co/ilcl7qbJx9 ...