Nvidia is facing high demand for its AI chips, including the GB200 and B-series, leading to orders being placed with TSMC for more chips. The supply chain is optimistic about the GB200 chip exceeding one million units in 2025. KYEC and ASE Technology are involved in advanced chip testing and packaging, respectively.
#AdvancedPackagingWatch Demand high for nextGen GPUs from Nvidia, packaging still bottleneck... https://t.co/N4AmT2KyL8
$NVDA has reportedly placed fresh orders with TSMC for its Blackwell platform chips: including GB200, B100, B200 as demand for AI chips outpaces supply. Source: UDN https://t.co/DDqGS72BPj
Nvidia $NVDA has placed "fresh orders" with $TSM for more Blackwell platform chips, including GB200 and B-series (100/200), due to high demand for AI chips. These orders will also be handled by KYEC for advanced chip testing and ASE Technology for packaging and testing, with…
Nvidia demand continues to outpaces supply. TrendForce recently released a report that the supply chain is optimistic that the Nvidia GB200 super AI chip will have a chance to exceed one million in 2025. https://t.co/OrCvATHj2k
Nvidia has placed fresh orders to TSMC for more Blackwell platform chips, including GB200 and B-series (100/200), as demand for the AI chips outpaces supply, media report, while fresh advanced chip testing orders go to KYEC, and advanced packaging & testing to ASE Technology,…
Google translated: "NVIDIA's GB200 and B-series AI chips .. demand exceeds supply. .. ASE Investment Holdings (3711) and KYEC have exploded, with related order volume doubling in the fourth quarter." https://t.co/xlsRnf1V9H