NVIDIA's CEO Jensen Huang confirms that no CoWoS packaging order cuts are being implemented, but the change in figures is simply due to the shift to Blackwell. NVIDIA Isn't Slowing Down On CoWoS Orders At All, Rather The Newer "CoWoS-L" Comes With Relatively Lesser Yield Rates Well, the industry has been pretty concerned about TSMC's CoWoS performance in the markets, given that it was rumored that the firm had seen an order cut down from NVIDIA, citing low demand from the AI market. Not only did this rumor lead to a correction in NVIDIA's share pricing, but a negative sentiment […]
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