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

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.

 

所有跟帖： 

• 早上剛看到這個， 老企添新火。 家裏的玻璃器皿都是他家的。 以前給蘋果造屏幕 -順時而行隨心則安- ♀ (0 bytes) () 05/08/2026 postreply 09:57:33

• 玻璃器皿 business sold already -RomaVacation- ♂ (438 bytes) () 05/08/2026 postreply 10:07:31