AMD and NVIDIA have reportedly reserved TSMC's entire CoWoS production for the next two years as both firms aggressively compete in the AI race.
TSMC Expects To Increase CoWoS Output Tremendously, Next-Gen SoIC Standard In Works As Well With Entire Supply Reserved By NVIDIA And AMD Well, it's no secret that the AI industry is in dire need of computing power, and to facilitate the process, manufacturers such as NVIDIA and AMD have given their all to ensure that they capitalize on the markets to their fullest.
In light of this, suppliers such as TSMC are ongoing a gold rush, not only because they are faced with huge demand but also because their existing facilities have massively upscaled, especially regarding the packaging process, including CoWoS and the newer SoIC standard. Related Story Lenovo ThinkPad T14 Gen 5 Leak Reveals Ryzen 8050 Branding For AMD Strix Point APUsTaiwan Economic Daily reports that TSMC has seen its packaging supply wholly booked by AMD and NVIDIA.
The CoWoS technology is being used for the development of NVIDIA's Hopper and the latest Blackwell GPUs while AMD is also leveraging it for its own MI300 accelerators.
The Taiwanese semiconductor giant plans to massively scale its production facilities in response to such huge demand. The company looks to achieve around 45,000 to 55,000 units of output by the end of this year, marking a vast YoY increase.