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“NVIDIA absorbs a substantial portion of available CoWoS capacity, leaving other customers struggling to secure allocation.”
@damnang2
CoWoS supply is chronically constrained with NVIDIA absorbing most capacity, making TSMC the irreplaceable bottleneck of AI chip production.
TSMLONG@ $458.39
$396.31-13.54%
since call Jun 21
“Intel CFO David Zinsner told the Morgan Stanley conference that the packaging business was shaping up to be significantly larger than originally anticipated.”
@damnang2
Intel EMIB packaging business is growing faster than expected and could win NVIDIA's next-gen architecture, re-rating INTC as an AI infrastructure supplier.
INTCLONG@ $136.71
$88.42-35.32%
since call Jun 21
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