Where modules sit
The Last Step Before the System
Packaged dies arrive from back-end assembly and packaging; what leaves is a working unit one step below a system: a compute module, a memory stack, a power module, a phone system-in-package or a vehicle compute board.
The upstream boundary is loose. A CoWoS package with a logic die and HBM stacks on a silicon interposer is advanced packaging; the same package with its carrier, heat spreader and power delivery network is a module. Downstream, a GPU module with its HBM, regulators and connectors is still a module; a server tray holding eight of them is a system, and the server, rack and cluster are covered on DatacentersX.
The disciplines at this layer are chip-package-board co-design, power integrity, signal integrity, thermal simulation and mechanical design for warpage and stress. Each manufacturing segment before it runs once per wafer or per die; module integration runs once per module.
Module categories
Seven Kinds of Module
| Category | What it is | Representative products |
|---|---|---|
| Compute modules (AI and HPC) | AI accelerator or CPU package with HBM and regulators on a module or carrier | NVIDIA GB200 and GB300 superchips, B200 SXM; AMD Instinct MI355X OAM |
| Multi-chip modules | Several dies on a shared substrate, linked at module level | NVIDIA Grace CPU Superchip; AMD EPYC; Huawei Ascend 910C |
| Memory modules | DRAM or NAND dies built into stacks, DIMMs or drives | HBM3E and HBM4 stacks; DDR5 RDIMMs; CXL memory; enterprise SSDs |
| Power modules | IGBT, SiC or GaN switches on ceramic substrates | EV traction inverter modules; solar, rail and data center power |
| RF modules | Power amplifiers, filters, switches and LNAs in one front-end | Smartphone PAMiD modules; Wi-Fi front-ends; 5G mmWave antenna modules |
| Sensor modules | Sensor die plus optics, mechanics and processing | Phone and car camera modules; LiDAR; MEMS inertial units |
| System-in-package modules | Logic, memory, passives and RF sealed in one package | Apple Watch S-series; earbud and wearable SiPs |
Flagship modules
Flagship Modules
| Module | Integrator | Architecture |
|---|---|---|
| GB200 and GB300 superchips | NVIDIA | One Grace CPU and two Blackwell GPUs joined by NVLink-C2C; liquid-cooled; GB200 up to 2,700 W |
| Vera Rubin superchip | NVIDIA | Vera CPU and Rubin GPUs joined by NVLink-C2C at 1.8 TB/s; Rubin carries 288 GB of HBM4; samples shipped February 2026, volume second half of 2026 |
| Instinct MI355X OAM | AMD | CDNA 4 GPU chiplets with 288 GB of HBM3E; up to 1,400 W liquid-cooled; MI450 series in the Helios rack follows in 2026 |
| Ascend 910C | Huawei (HiSilicon) | Two Ascend dies in one package; built into the CloudMatrix 384 system |
| Apple Watch S-series SiP | Apple | Processor, memory, sensors and passives sealed into one module |
| AI5 vehicle computer | Tesla | AI5 chip with power delivery and connectors in an automotive enclosure; chips made by TSMC and Samsung (see Terafab) |
Tesla ended its Dojo training-tile program in August 2025 and moved its engineers to the AI5 and AI6 chips, retiring the 25-die D1 tile that had served as a reference design for wafer-scale training modules.
Power delivery
Power Per Package Has Grown Nearly Fivefold Since 2017
Each NVIDIA data center GPU generation has drawn more power per package, and the module is where that current has to be delivered.
Delivering more than 1,000 A below 1 V through a conventional board power network loses too much to resistance, so power delivery has moved closer to the die: tighter regulator placement on the module, passives embedded in the substrate, regulators inside the package, and power delivered from the back of the chip, which Intel introduced as PowerVia at Intel 18A and TSMC follows at A16.
The regulator suppliers are Vicor, Monolithic Power Systems, Infineon, Analog Devices, Texas Instruments and Renesas, with Silergy among the Chinese suppliers. Embedded passives come from Murata, TDK and Kyocera AVX. Device detail is on PMICs and VRMs.
Die-to-die links
Die-to-Die and Module Links
The link that couples dies and modules decides how many of them can work as one processor. Proprietary links lead in AI compute; open standards are catching up.
| Link | Owner | Role |
|---|---|---|
| NVLink and NVLink-C2C | NVIDIA | GPU-to-GPU and CPU-to-GPU links in every NVIDIA superchip; NVLink Fusion (2025) licenses it to other CPU and accelerator makers |
| Infinity Fabric | AMD | Chiplet fabric inside EPYC CPUs and Instinct accelerators |
| UCIe | Consortium (Intel, AMD, Arm, TSMC, Samsung, Qualcomm, Google, Meta, Microsoft and others) | Open die-to-die standard; version 3.0 (August 2025) doubled the data rate to 64 GT/s |
| UALink | Consortium (AMD, Intel, Google, Microsoft, Meta, AWS and others) | Open scale-up link between accelerators; specification 1.0 released April 2025 |
| CXL | CXL Consortium | Cache-coherent link between CPUs, accelerators and pooled memory |
| BoW (Bunch of Wires) | Open Compute Project | Simpler, low-cost open die-to-die interface |
China's chiplet effort runs on its own interface standards, because domestic designers cannot get leading-edge monolithic dies made and must combine several dies from older nodes instead; Huawei's Ascend 910C is the flagship example. Multi-die design is covered on Multi-Chip Modules.
Thermal design
Cooling Is Designed Into the Module
A package dissipating more than 1,000 W cannot be cooled by an air heatsink, so every current NVIDIA superchip and AMD MI355X module ships with a liquid cold plate. The thermal interface material between die and lid, the lid itself and the cold plate are module parts, chosen together with the package. The coolant loops, coolant distribution units and heat rejection that serve them are on DatacentersX.
Who integrates
Who Builds Modules
- Compute modules: designed by NVIDIA, AMD, Google, AWS and Huawei; built by Foxconn, Quanta, Wistron and Wiwynn, mostly in Taiwan, Mexico and, since 2025, Texas.
- Memory modules: HBM stacks are built by SK hynix, Samsung and Micron themselves; DIMMs and SSDs also by Kingston, ADATA and Longsys.
- Power modules: built by the device makers, Infineon, STMicroelectronics, onsemi, Mitsubishi Electric, Fuji Electric and Rohm, with StarPower, BYD Semiconductor and CRRC rising in China.
- RF and sensor modules: built by Skyworks, Qorvo, Broadcom, Qualcomm and Murata, and by camera module makers LG Innotek and Sunny Optical.
Record
Page Record
- Covers
- Module categories, flagship modules, power delivery, die-to-die links, thermal design and module integrators
- Sources
- NVIDIA, AMD, Huawei and Tesla product disclosures; UCIe and UALink consortia; TechCrunch (Dojo, August 2025); analyst reporting on Rubin power
- Last verified
- October 2026