Nvidia Corp (NASDAQ:NVDA) is reportedly accelerating development of its next-generation Feynman AI platform, pushing Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) to fast-track advanced chipmaking and packaging capacity ahead of its expected 2028 launch.
Nvidia Pushes Feynman Development
Nvidia is shifting research and supply chain resources toward Feynman even as its Vera Rubin platform enters mass production and ramp-up, Digitimes reported on Friday.
Feynman is expected to feature 3D chiplets, TSMC’s System on Integrated Chips (SoIC) technology, high-bandwidth memory (HBM) and co-packaged optics (CPO), representing a major architectural evolution from Rubin.
Industry sources expect Feynman to use TSMC’s upgraded 2nm-class A16 process.
The platform could also push NVLink bandwidth beyond 1,000 terabytes per second, or 1 petabyte per second, as Nvidia builds increasingly large AI clusters.
TSMC Races to Expand Advanced Packaging
The accelerated roadmap is putting additional pressure on TSMC to expand advanced packaging capacity.
According to the report, TSMC is accelerating construction at its AP7 facility in Chiayi and at AP8 in the Southern Taiwan Science Park, while preparing capacity for SoIC, CoWoS-L and next-generation CoPoS technologies.
TSMC’s SoIC technology enables chips to be stacked vertically, potentially improving bandwidth while reducing latency and power consumption.
The report said TSMC could increase monthly SoIC capacity to approximately 50,000 wafers by the end of 2027, up significantly from earlier plans.
TSMC and Nvidia did not immediately respond to Benzinga’s request for comment.
Analyst Sees Nvidia Revenue Surpassing $95 Billion
Nvidia is scheduled to report its second-quarter results on Aug. 26. In a note published Monday, Bank of America analyst Vivek Arya maintained Nvidia as a "top pick" and kept a $350 price target, representing 56.3% upside from the stock’s $223.96 price at the time.
BofA forecasts Nvidia’s quarterly revenue at $94 billion to $95 billion, about $3 billion to $4 billion above the company’s $91 billion guidance.
The bank also expects third-quarter guidance of $107 billion to $108 billion, above the consensus estimate of roughly $104 billion.
Nvidia has also begun working with major financial institutions on an AI infrastructure financing platform that targets more than $500 billion in third-party capital.
Price Action: Nvidia closed at $225.30 on Thursday, up 0.54%, while Friday’s premarket shares were down 0.02% at $225.25, according to Benzinga Pro.
According to Benzinga Edge Rankings, Nvidia ranks in the 99th percentile for growth and maintains positive short-, medium- and long-term price trend ratings.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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