[IT NEWS] NVIDIA’s CEO Jensen Huang Addresses CoWoS Order Cut Rumors; Claims Lower Figures Are Simply Due To The Switch Towards CoWoS-L

[InviuS]

 

Well, the industry has been pretty concerned about TSMC's CoWoS performance in the markets, given that it was rumored that the firm had seen an order cut down from NVIDIA, citing low demand from the AI market. Not only did this rumor lead to a correction in NVIDIA's share pricing, but a negative sentiment started to brew in the Taiwanese markets. However, Jensen Huang has clarified the CoWoS situation (via The AI Investor), disclosing that Blackwell utilizes CoWoS-L, which means that the industry is now transitioning to newer production lines, hence the output numbers have dropped.

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