NVDA 从GLW买 什么？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： 

• 早上刚看到这个， 老企添新火。 家里的玻璃器皿都是他家的。 以前给苹果造屏幕 -顺时而行随心則安- ♀ (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