[News] TSMC Faces Order Cut Fears as AMD, Broadcom, and NVIDIA Reportedly Slash CoWoS-S Demand | TrendForce News

Ahead of TSMC’s earnings call on January 16^th, market rumors have been circulating that the foundry giant’s largest clients are slashing their CoWoS-S orders. According to Commercial Times, AMD and Broadcom are reportedly releasing the CoWoS-S capacity they previously booked due to slowing demand, while NVIDIA tends to shift its CoWoS-S orders to the more advanced CoWoS-L technology.

CoWoS-S Orders…