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Nvidia Locks TSMC A16 for Feynman GPU, 2028 Mass Production with Backside Power and 3D Packaging

Published: Updated: By 24TopNews Editorial Desk

Nvidia is developing its next-generation Feynman GPU, which will succeed the Rubin and Rubin Ultra series. The chip will use TSMC's A16 process with backside power delivery and advanced packaging including SoIC 3D stacking, CoWoS-L, and panel-level packaging. Nvidia plans to introduce co-packaged optics for inter-GPU connectivity. Mass production is targeted for 2028, though specifications and timelines remain subject to confirmation by Nvidia and TSMC.

Nvidia has begun development of the prototype for its next-generation GPU microarchitecture, codenamed "Feynman," which will succeed the "Rubin" and "Rubin Ultra" series.

The Feynman GPU will leverage the backside power delivery technology of the A16 process, combined with several advanced packaging solutions, including SoIC-based 3D chiplet stacking, CoWoS-L 2.5D integration, and next-generation panel-level packaging. Initially, multiple chiplets are planned to be vertically stacked into a single package via SoIC to shorten data transmission paths between chips and reduce latency.

Such custom memory may adopt base dies with integrated specific logic functions, such as memory controllers or packet processing units, enabling some data to be pre-processed before entering memory, thereby improving overall transmission and computational efficiency.

Interconnect technology will be key to further scaling performance on the Feynman platform. Nvidia plans to introduce co-packaged optics (CPO) technology, deploying optical interconnects between GPUs to reduce the latency and power consumption pressures of traditional copper interconnects. These plans are still at an early R&D information stage, with specific product specifications, timelines, and actual deployment to be confirmed by Nvidia and TSMC. Nvidia aims to begin mass production of the Feynman GPU in 2028.

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Why this event matters

The event has a measured impact on 1 industry. The strongest current signal is positive for Semiconductor Value Chain, with intensity 70/100 and 80% confidence over a long term horizon.

Technology · 10.1

Semiconductor Value Chain

Direction
positive
Intensity
70
Confidence
80%
Horizon
Long term
Effective impact +42

Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.