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Nvidia's (NVDA) "Rubin Ultra, which is based on a 5.5x reticle size, has encountered difficulties in implementation testing, and the expert believes that a 9.5x implementation will be extremely difficult", Jukan posts citing a JPM seminar
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NVIDIA faces significant technical hurdles in scaling reticle sizes for Rubin Ultra and Feynman generations, with packaging limitations and soldering issues threatening to delay its 2029 roadmap.
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As of the first half of 2027, soldering has been identified as an issue for the 9.5x reticle. Evaluations of Rubin Ultra with a 5.5x reticle are currently underway, but the expert said they are not progressing well. The expert also explained that if CoWoS-L with a 9.5x reticle is unsuccessful, limitations in packaging technology could make it difficult to realize Nvidia’s Feynman generation in 2029.
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