12 Oct 2026 · Research
Advanced packaging is the bottleneck, not the node
Everyone counts nanometres. The constraint that gates shipments is packaging capacity, and it is booked out years ahead.
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How the workflow runs today
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What would change
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| Assumption | Value | Source |
|---|---|---|
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Predictions made in this essay
Packaging capacity remains the binding constraint on accelerator shipments — 70%, resolves 31 Dec 2027 Open