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TSMC's 2nm will reportedly receive a price hike once again — $30,000 per wafer https://t.co/CBb2o9Nyni https://t.co/tEJ1U0kn2Y
$TSM TSMC's 2nm will reportedly receive a price hike once again — $30,000 per wafer - Tom's Hardware https://t.co/XlWkBap225
Morgan Stanley now expects TSMC’s $TSM CoWoS (Chip-on-Wafer-on-Substrate) capacity to increase to 80,000-90,000 wafers per month by 2025, up from a previous estimate of 70,000. $NVDA $AMD $AVGO
Morgan Stanley expects Nvidia's Blackwell production to reach 450,000 chips in Q4, resulting in revenue of more than $10 billion for Nvidia. Additionally, Morgan Stanley anticipates TSMC's CoWoS capacity to increase to 80,000-90,000 wafers per month by 2025, up from a previous estimate of 70,000. Furthermore, TSMC's 2nm wafers will reportedly see a price hike to $30,000 per wafer.
