For most of the past three years, the AI hardware supply chain has run through a single chokepoint: TSMC’s CoWoS (Chip-on-Wafer-on-Substrate) advanced packaging lines.
Dr. Change Column #7: Cracks in the Silicon…
For most of the past three years, the AI hardware supply chain has run through a single chokepoint: TSMC’s CoWoS (Chip-on-Wafer-on-Substrate) advanced packaging lines.