Ming-Chi Kuo Dismisses Nvidia Order Cut Speculation Amid Intact AI Demand, Confirms TSMC Expansion On Track

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Ming-Chi Kuo Dismisses Nvidia Order Cut Speculation Amid Intact AI Demand, Confirms TSMC Expansion On Track - Benzinga

Quick Summary:

Despite market speculation of a major reduction in Nvidia Corporation's (NASDAQ:NVDA) 2025 Chip-On-Wafer-On-Substrate (CoWoS) wafer orders at Taiwan Semiconductor Manufacturing Co (NYSE:TSM), renowned analyst Ming-Chi Kuo has debunked the rumors, confirming that TSMC's expansion plans remain on track.

"Nvidia's CoWoS orders at TSMC for 2025 are approximately 370,000 wafers (variations within low single digits are considered normal range)," he said, adding, "TSMC’s CoWoS expansion plan remains unchanged … targeting approximately 70,000 wafers per ...

What Happened: Market chatter suggested that Nvidia's CoWoS wafer orders at TSMC had been cut from over 400,000 wafers to 380,000 wafers, fueling concerns about AI demand fluctuations.