Story perspectives
NVIDIA Sticks with CoWoS Orders Amid AI Demand Surge
3/4/2025
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Story summary
- NVIDIA's CEO Jensen Huang announced no reductions in CoWoS orders, citing a shift to Blackwell and CoWoS-L technology.
- CoWoS-L currently has lower yield rates than the established CoWoS-S from the Hopper generation.
- TSMC intends to enhance CoWoS-L production, targeting a full transition by the second half of 2025.
- NVIDIA is focused on boosting production efficiency to satisfy growing AI market demands.
