近日,野村证券在报告中指出,英伟达因多项产品需求放缓,将大福削减在台积电、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年在台积电、联电的CoWoS-S预订量的原因,预估每年减少5万片CoWoS-S需求,将导致台积电营收减少1%至...
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