英伟达将大砍台积电、联电80%CoWoS订单

半导体产业纵横
15 Jan

本文由半导体产业纵横(ID:ICVIEWS)综合虽CoWoS-S遭大砍单,仍预期AI将带领台积电今年营收增长。近日,野村证券在报告中指出,英伟达因多项产品需求放缓,将大砍在台积电、联电等CoWoS-S订单量高达80%,预计将导致台积电营收减少1%至2%。野村半导体产业分析师郑明宗指出,英伟达Hopper平台芯片停产、最新GB200A需求有限,加上GB300A需求缓慢,是英伟达大幅削减2025年在...

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