Nvidia’s Blackwell lineup suggests less demand for TSMC’s CoWoS-S: Kuo

Nvidia’s (NASDAQ:NVDA) latest Blackwell lineup suggests it will reduce demand for CoWoS-S from Taiwan Semiconductor Manufacturing Company (NYSE:TSM) for at least the next year based on design architecture, said TF International Securities analyst Ming-Chi Kuo.

The 200 series, which includes the