THE PACKAGE
More than a plastic case
For an AI chip, the package is where the system is built. The compute dies and HBM stacks must be connected by tens of thousands of wires only a few millimetres long. An ordinary circuit board can't make wires that fine, so they go on a silicon interposer: a slab of silicon with wiring but no transistors.
CoWoS
Chip on Wafer on Substrate
BUILD IT
Assemble an AI package
Put the steps of building a CoWoS package in order, from the bare interposer wafer to a finished, tested chip.
THE VARIANTS
Bigger than a reticle
The interposer can be larger than the reticle limit by stitching fields together. CoWoS-S uses one large silicon interposer; CoWoS-L, used for Blackwell, uses small silicon bridges embedded in a cheaper material; CoWoS-R uses fine organic wiring. Intel's EMIB and Foveros are similar ideas.
THE BOTTLENECK
Why packaging ran short
When demand for AI chips jumped in 2023, CoWoS capacity, not wafer supply, became the main limit on how many could be shipped. TSMC has been expanding packaging capacity rapidly, and other companies, including Intel, Amkor and ASE, offer advanced packaging too.
UNIT 12 STUDY COMPLETE
Ready for the Fab Challenge?
You've assembled an AI package from the dies up: interposer, micro-bumps, substrate and lid, and seen why packaging became a bottleneck.