factual

Advanced packaging scales chips per package on any node

Putting more dies per package (Blackwell's two, Rubin Ultra's four, Tesla's wafer-scale Dojo with 25, Huawei Ascend's progression) is a path to higher in-package bandwidth that works on older nodes too; Huawei leans on packaging scaling because it can't shrink process, and anything done on 7nm packaging can also be done on 3nm.

factualpending

Speaker

Dylan Patel

Evidence Quote

that’s what Huawei did with their Ascend 910C or D. They initially put one, and then they did two. They’re focusing on scaling the packaging up because that is an area where they can advance faster than process technology

Source

Dwarkesh Patel Podcast - Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI computeDwarkesh Patel Podcast
Created: 6/13/2026, 3:34:26 AM

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