Demand for CoWoS far outstripped supply, with NVIDIA and AMD booking much of TSM

Details

as of

2024-07-15

statement

Demand for CoWoS far outstripped supply, with NVIDIA and AMD booking much of TSMC's available capacity.

about → company3

• AMD
• NVIDIA
• TSMC

about → packaging technology1

• CoWoS

supports → evidence1

• TSMC's CoWoS advanced packaging capacity was the primary supply bottleneck for N