TSMC's CoWoS capacity is in short supply

TSMC's CoWoS advanced packaging capacity is still in short supply. Although Nvidia AI GPU has about 80% of the global market share, TSMC's CoWoS monthly production capacity is expected to reach 40,000 pieces in 2024 and double by the end of next year. However, with the launch of Nvidia B100 and B200 chips, the increase in the area of ​​the monolithic silicon interposer has led to a decrease in production capacity, and CoWoS capacity is still tight.