NVDA 從GLW買 什麽？optical fiber jumper or CoWoS substrate?

來源: 於 2026-05-08 09:50:45 [舊帖] [給我悄悄話] 本文已被閱讀：次

https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html

CoWoS (Chip-on-Wafer-on-Substrate) 

Those jumpers are peanuts.