SA260324R-0084

① SA Source

Context Before

Since Nvidia has taken over, the next generation LP40 will be fabricated on TSMC N3P and

Evidence

use CoWoS-R, and Nvidia will contribute more of their own IP such as supporting the NVLink protocol rather than Groq’s C2C.

Context After

This will be the first LPU to be extremely co-designed alongside the Feynman platform. Groq’s original plans for LPU Gen 4 was also with TSMC and Alchip as the back-end design partner. Alchip’s involvement is now redundant with Nvidia able to perform backend design on their own.

② Atomic Claim

它將使用 CoWoS-R;Nvidia 也會投入更多自有 IP,例如支援 NVLink protocol,而不是沿用 Groq 的 C2C。

  • Epistemic Mode: ASSERTED
  • Mapping Status: PARTIAL

③ Semantic Frame

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "02_companies/NVDA",
        "label": "Nvidia"
      },
      "role": "company"
    },
    {
      "node": {
        "id": "04_knowledge_base/CoWoS",
        "label": "CoWoS-R"
      },
      "role": "packaging"
    },
    {
      "node": {
        "id": "04_knowledge_base/NVLink",
        "label": "NVLink"
      },
      "role": "new_protocol"
    },
    {
      "node": {
        "id": "02_companies/Groq",
        "label": "Groq"
      },
      "role": "prior_company"
    },
    {
      "node": {
        "id": "04_knowledge_base/Chip-to-Chip Interconnect",
        "label": "C2C"
      },
      "role": "prior_protocol"
    }
  ],
  "qualifiers": {
    "condition_text": "it 指前一 claim 的 LP40;LP40 本身未建 canonical node",
    "numeric_mentions": [],
    "temporal_mentions": []
  },
  "relation_type": "NEXT_GEN_LPU_PACKAGING_AND_INTERCONNECT_IP_SHIFT"
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
companyNvidiaNVDA
packagingCoWoS-RCoWoS
new_protocolNVLinkNVLink
prior_companyGroqGroq
prior_protocolC2C04_knowledge_base/Chip-to-Chip Interconnect

⑤ Human Review

請在 Properties 逐項確認:

  • 原文 → Atomic Claim 是否忠實
  • Atomic Claim → Semantic Frame 是否忠實
  • Canonical Entity mapping 是否正確
  • Epistemic mode 是否保留原文語氣
  • 最後選擇 review_action

Review state

Markdown 內文不是正式 approval。只有 Apply bridge 寫入的 Decision Ledger event 才是正式決策。