Renowned analyst: TSMC's next-generation advanced packaging technology is expected to enter mass production in the second half of 2028

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BlockBeats News, June 11 — Hong Kong Tianfeng International Securities analyst Guo Mingcui posted that TSMC’s next-generation advanced packaging technology CoPoS is expected to enter mass production in the second half of 2028. It is designed specifically for ultra-large packaging built for more than 9.5 times the mask size, and NVIDIA’s Feynman AI chips may become the first adopters.

CoPoS uses a glass core substrate structure: the glass is sandwiched between the ABF build-up layers. It uses glass carrier boards and panels of specific sizes. This is neither a glass interposer layer nor a replacement for ABF. The chips are bonded to the surface of the ABF, clarifying multiple misconceptions in the industry.

Public information shows that CoPoS provides a larger panel platform and space, making it well suited for integrating CPO optical components (for example, optical engines and couplers). In the future, premium AI packaging may adopt CoPoS (large substrate) + CPO (optical I/O) at the same time, forming a complete solution.

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