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Jensen Huang suggests advanced EUV processing is not strictly necessary for leading-edge HBM; interconnect solutions and chiplet ganging can offset monolithic scaling limits
Jensen Huang· NVIDIA· AI· 2026-05-27· about NVIDIA (NVDA)
“you need a EUV for the most advanced HBM. >> Not true. Not at all true. You could gang them together just like we gang them together with MBLink 72.”
Why it matters
This statement signals that NVIDIA's strategy is to use interconnects and silicon photonics rather than rely solely on next-node EUV scaling to achieve bandwidth gains, reducing bottleneck severity.
Investment implication
Companies positioned in advanced packaging, chiplet integration, and optical interconnects (TSMC, Amkor, Advanced Micro-Fabrication Equipment Inc.) gain relative importance vs. pure process node scaling plays.