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“TSMC plans to invest tens of billions of Taiwan dollars in a new advanced chip packaging plant in the Central Taiwan Science Park near Erlin Township”
@dnystedt
TSMC builds a massive new CoWoS-L packaging plant, expanding its AI chip packaging moat and signaling surging demand
TSMLONG@ $461.70
$396.20-14.19%
since call Jun 22
“TSMC plans to invest tens of billions of Taiwan dollars in a new advanced chip packaging plant in the Central Taiwan Science Park near Erlin Township”
@dnystedt
TSMC CoWoS-L capacity expansion directly relieves the packaging bottleneck on NVIDIA's AI GPU supply, bullish NVDA
NVDALONG@ $203.64
$199.72-1.92%
since call Jun 22
peak +2.9%
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