Nvidia CEO says its advanced packaging technology needs are changing
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Nvidia's CEO Jensen Huang stated that while the demand for advanced packaging from TSMC remains strong, the type of technology required is evolving. This comes amid questions about potential order cuts.
January 16, 2025 | 10:45 am
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Nvidia's demand for advanced packaging technology from TSMC is strong, but the specific technology needs are changing, indicating a shift in product development focus.
Nvidia's unchanged demand for TSMC's packaging suggests stable production needs, but evolving technology requirements may indicate new product developments. This could be neutral in the short term as it doesn't imply immediate changes in production volume.
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