Funding & Businessnvidiaintelchip packagingsemiconductors
UBS Flags EMIB-T For NVIDIA Rubin Ultra
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6.9
Per UBS, NVIDIA's gross margins through 2027 hinge on whether it ships a 2-chip or 4-chip Rubin Ultra, and the 4-chip variant is likely to bypass TSMC's CoWoS in favor of EMIB-T, which could hand Intel a lifeline.
Scoring Rationale
Notable supplier and margin implications for major semiconductor firms; affects packaging supply chain and NVIDIA's near-term profitability.
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