Funding & Businessnvidiaintelchip packagingsemiconductors
UBS Flags EMIB-T For NVIDIA Rubin Ultra
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.
Key Points
- 1What: UBS links NVIDIA's 2027 gross margins to a 2-chip versus 4-chip configuration for Rubin Ultra.
- 2Why: UBS highlights the 4-chip variant is likely to bypass TSMC's CoWoS and use EMIB-T packaging.
- 3So what: A shift to EMIB-T packaging could route significant packaging demand toward Intel, affecting supplier revenues.
Scoring Rationale
Notable supplier and margin implications for major semiconductor firms; affects packaging supply chain and NVIDIA's near-term profitability.
Sources
Public references used for this report.
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