When it was mentioned in the last long article, there wasn't much news, and suddenly mass production has started. It's still a low-key launch for now. With plug-and-play compatibility and low demand for HBM, let's see which major manufacturer will be the first guinea pig. However, most that use chiplet will have to face TSMC's capacity issues 🤔. Additionally, it can only alleviate the HBM shortage problem; the high-bandwidth issue in the interconnect part is still unavoidable. This is basically the best application window now, and it seems all parties are rushing their schedules. Microsoft also invested in this company; will it be the first major manufacturer to conduct a small-scale trial? $Marvell Tech(MRVL.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)$NVIDIA(NVDA.US)$Cerebras(CBRS.US)$Microsoft(MSFT.US)