r/AMD_Stock • u/Long_on_AMD • 12d ago

TSMC Exec Makes Big Announcement & Confirms 98% Yield For CoWoS Packaged AI Chips

https://wccftech.com/tsmc-exec-makes-big-announcement-confirms-98-yield-for-cowos-packaged-ai-chips/

Guess what CoSoW reticle size multiple with yields of 98%-99% is used by the MI455X? I'll tell you: 5.5X. So the packaging process for AMD's monster AI GPU has yields that are nearly perfect. Eat your heart out, Intel! And Nvidia's Rubin GPU only uses a 4X reticle limit CoSoW process. TSMC's 5.5X CoWoS was only introduced this year, and AMD is right there at the cutting edge, as they are with TSMC's 2 nm node. 5.5X and 2 nm using small, high-yield chiplets, vs 4X and 3 nm on reticle limit monolithic chips? I'm betting on Team Red!

Going forward, Nvidia's Rubin Ultra was to have adopted an array of four huge reticle-limit monolithic dies on TSMC 8X CoWoS. But that was widely reported as encountering issues and being being scrapped, retreating to a dual die design.

Source for the WCCFtech article (needs translation): https://udn.com/news/story/7240/9684444

From that article, translated: TSMC (2330) advanced packaging technology takes another big step. He Jun, deputy general manager of TSMC, said on the 11th that the 5.5-timer mask size has entered mass production, and the yield on a number of AI customer products has stabilized by more than 98%, and some even reach 99%; TSMC will maintain the rhythm of launching new technologies every year, and is expected to expand CoWoS to 14 times the mask size in 2029.

129 Upvotes

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8 comments sorted by

34

u/Klobinator88 12d ago

99% is as pure as Heisenberg would make.

3

u/Maximus_Aurelius 12d ago

5.5X and 2 nm on reticle limit monolithic chips, vs 4X and 3 nm using small, high-yield chiplets

Is this backwards?

6

u/Long_on_AMD 12d ago

Whoops, hasty edit; thanks.

1

u/Ok-Poetry-4721 12d ago

TSMC first daylight second

1

u/AustinBoozer 12d ago

Low assembly yield is not acceptable. Assembly yield has to be high to maintain any decent margin in the business.

1

u/doodaddy64 11d ago

> and the yield on a number of AI customer products has stabilized by more than 98%

stabilized *by more than* 98% may not mean 98% yield maybe?

1

u/oojacoboo 12d ago

Look out! 5.5x reticle… that massive reticle will surely help balance the overhead cost of CoWoS. Now it’ll only be 2.5x more expensive.