$Taiwan Semiconductor (TSM.US)$ nvidia was up 1.1% at $193.3...

シンシンL wrote a post · Nov 22, 2024 18:15

$Taiwan Semiconductor (TSM.US)$ nvidia was up 1.1% at $193.35 in pre-market trading.

According to TrendForce's latest report, AI applications are driving an increase in demand for customized chips and packaging, while boosting the CoWoS demand for 2025. Observing the key development trends in the CoWoS market next year, nvidia's CoWoS demand for TSMC is expected to increase by nearly 60% of the total demand, and TSMC's CoWoS monthly production capacity is approaching 75,000 to 80,000 units by the end of the year!

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シンシンL

こんにちは╮(￣▽￣)╭ ホットなニュースを中心に、みんなの投資に役立ててほしい🤗

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