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hot_img NVIDIA's Feynman platform is expected to go into mass production in 2028, with TSMC's A16 and SoIC expanding production simultaneously

According to DIGITIMES, NVIDIA's next-generation AI platform Feynman aims for mass production in the second half of 2028, utilizing TSMC's A16 process and incorporating SoIC 3D stacking and CPO technology. The Rubin generation focuses on integrating multiple small chips with HBM, while Feynman further develops towards 3D small chips, SoIC, and CPO. The report indicates that TSMC is accelerating the construction of related production capacity, with the original plan for SoIC monthly capacity to reach 20,000 pieces by the end of 2026, now updated to a target of 50,000 pieces by the end of 2027.The construction progress of TSMC's Chiayi AP7 and Tainan AP8 is also accelerating, with AP7 planned in 8 phases. P1 and P2 have entered installation, P3 and P4 have obtained construction permits, and P5 to P8 are still in planning. In addition to mass-producing Apple-specific WMCM, the factory will configure SoIC, CoPoS, and CPO production lines according to customer demand. NVIDIA has rapidly shifted its R&D and supply chain resources to the Feynman platform, and the spillover effect of TSMC's advanced packaging orders continues to expand, with Siliconware becoming the main testing and packaging factory for NVIDIA's CoWoS and CPO orders. The NVLink interconnect bandwidth of NVIDIA's Feynman platform is expected to exceed 1 PB/s, further improving from Rubin Ultra's 520 TB/s. TSMC's COUPE technology integrates EIC and PIC in 3D through SoIC to form a light engine, advancing optoelectronic conversion from traditional circuit boards to the internal packaging structure. Since 2026, NVIDIA has invested over $40 billion in building the AI ecosystem, covering areas such as models, wafer manufacturing, data centers, and optical communications.

Goldman Sachs: The Federal Reserve's decision to hold steady in July was absolutely correct, and it should remain open before September

Goldman Sachs analyst Robert Kaplan stated that the Federal Reserve's decision not to raise interest rates in July was "absolutely" correct and urged policymakers to keep an open mind before September, citing the complex factors influencing inflation, and that rigid forward guidance could be counterproductive.Kaplan said, "If I see meaningful improvement, I might be willing to stay put, but I want to make full use of every moment before September to make judgments, avoiding rigidity or preconceived notions." Kaplan believes that the current forces at play include: inflationary pressures from AI development, tariffs, labor constraints, and soaring oil prices; meanwhile, the application of AI works in the opposite direction, accelerating the trend of declining inflation.He stated that Waller should use his speech at this month's Jackson Hole symposium to briefly explain the reasons for the Federal Reserve's inaction in July, rather than delivering a purely "philosophical" speech. Kaplan expressed that his concerns about long-term U.S. Treasury yields are greater than his concerns about the federal funds rate itself.He indicated that the rise in long-term Treasury yields globally reflects a structural supply-demand imbalance driven by persistent large fiscal deficits, rather than Federal Reserve policy.
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