NVIDIA Corp (NVDA)

[Dallas-Cowboys]

Here is an excerpt from an article about TSMC packaging.

“It is important to know that TSMC has indeed "reserved" a hefty share of its CoWoS supply for NVIDIA since not only is Team Green an important client, but the Taiwan giant knows who to side with going ahead. Despite harsh US regulations, NVIDIA's dominance in the AI markets doesn't look to stop for now, with firms like Meta rapidly expanding their AI GPU portfolio, with reports of the firm expanding to over 600,000 of NVIDIA's H100s. This shows that Team Green and its AI weapons are indeed to shine in the markets moving ahead, despite setbacks and hurdles faced by the company.

In the midst of it, TSMC could potentially lose a valuable client, at least in the CoWoS race. It was disclosed previously that AMD is looking for other suppliers since the firm believes that TSMC is distracted from catering to the demands of NVIDIA, which is why it has lined up alternative suppliers, with the likes of ASE Investment Holdings, Power Technologies, KYEC Electronics, and Winbond Electronics. The future is indeed interesting and competitive for the AI segment, along with the firms attached to it.”