Nvidia secures 60% of TSMC’s doubled CoWoS capacity for 2025

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TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of this expanded capacity, while AMD and ASIC…

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https://www.digitimes.com/news/a20241122PD200/nvidia-tsmc-capacity-cowos-2025.html