Morgan Stanley: “[TSMC’s] Customers Like AMD And Broadcom Are Releasing CoWoS-S Capacity Due To Weaker Demand,” Allowing NVIDIA To “Convert This Capacity To CoWoS-L For GB300A Production”

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Morgan Stanley: “[TSMC’s] Customers Like AMD And Broadcom Are Releasing CoWoS-S Capacity Due To Weaker Demand,” Allowing NVIDIA To “Convert This Capacity To CoWoS-L For GB300A Production”

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Over the past few days, the proverbial waters have become quite murky due to the lack of visibility over TSMC’s supposed travails related to its bespoke wafer-level system integration platform, CoWoS. Now, however, analysts at Morgan Stanley have stepped up to offer some much-needed clarity on this topic and its…

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