'TSMC CoWoS Attracts Orders From Major HPC And Network Processor Vendors' - DigiTimes
Portfolio Pulse from Benzinga Newsdesk
AMD, Broadcom, Marvell, and Nvidia are major consumers of TSMC's CoWoS backend technology, with OSATs competing for potential orders if CoWoS supply falls short of demand.
June 13, 2023 | 1:18 pm
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AMD is a major consumer of TSMC's CoWoS backend technology, which may impact its supply chain if CoWoS supply falls short of demand.
AMD is a major consumer of TSMC's CoWoS backend technology, which is crucial for its products. If the supply falls short, it may impact AMD's ability to meet demand, but the extent of the impact is uncertain.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 75
NEUTRAL IMPACT
Broadcom is a major consumer of TSMC's CoWoS backend technology, which may impact its supply chain if CoWoS supply falls short of demand.
Broadcom is a major consumer of TSMC's CoWoS backend technology, which is crucial for its products. If the supply falls short, it may impact Broadcom's ability to meet demand, but the extent of the impact is uncertain.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 75
NEUTRAL IMPACT
Marvell is a major consumer of TSMC's CoWoS backend technology, which may impact its supply chain if CoWoS supply falls short of demand.
Marvell is a major consumer of TSMC's CoWoS backend technology, which is crucial for its products. If the supply falls short, it may impact Marvell's ability to meet demand, but the extent of the impact is uncertain.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 75
NEUTRAL IMPACT
Nvidia is a major consumer of TSMC's CoWoS backend technology, which may impact its supply chain if CoWoS supply falls short of demand.
Nvidia is a major consumer of TSMC's CoWoS backend technology, which is crucial for its products. If the supply falls short, it may impact Nvidia's ability to meet demand, but the extent of the impact is uncertain.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 75
NEUTRAL IMPACT
TSMC's CoWoS backend technology attracts orders from major HPC and network processor vendors, but potential supply shortages may impact its ability to meet demand.
TSMC's CoWoS backend technology is in high demand by major HPC and network processor vendors. However, potential supply shortages may impact its ability to meet demand, affecting its revenue and customer relationships.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 100