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Nvidia Chooses Taiwan Semiconductor's CoWoS-L For Blackwell In Major Capacity Boost: Analyst

Summary

TSMC is still on track to double CoWoS capacity to 40K in 2024. Between 2022 and 2024, TSMC's CoWoS capacity CAGR was actually 100%.

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Article published on May 22, 2024 by benzinga