On Monday, Morgan Stanley released a report indicating that its AI Supply Chain Investigation showed a reduction in CoWoS orders, resulting in $NVIDIA (NVDA.US)$ plunging 9% at the close, retracing to the lows previously set by Deepseek. Here are some pivotal details:
$NVIDIA (NVDA.US)$ 's wafer orders at $Taiwan Semiconductor (TSM.US)$ remain unchanged, with no reductions observed in the 4nm wafer orders.
According to the AI Su...

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