$英伟达(NVDA)$ TSMC’s CoWoS capac

$英伟达(NVDA)$ TSMC’s CoWoS capacity is expected to rise from 15,000 at the end of 2023 to 17,000 by the end of Q1, before expanding through the rest of the year.

It is estimated that half of TSMC’s CoWoS capacity is allocated to meet Nvidia’s demand.

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