TSMC Eyes 20% CoWoS Price Hike Amid AI Surge
TSMC considers up to 20% price rise for CoWoS packaging due to soaring demand from NVIDIA's Blackwell and Rubin chips, stretching equipment lead times to eight months.
Journal
Journal — AI hardware & prices
Sourced analyses of graphics cards, AI accelerators and what they actually cost — written for people who buy, rent or repair this hardware.