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A recent Nomura Securities report reveals that NVIDIA intends to substantially scale back its 2025 CoWoS-S orders by an estimated 50,000 units per month. This decision stems from the discontinuation of the Hopper chip and a slowdown in demand for GB200A and GB300A chips. As a result, TSMC's revenue is anticipated to experience a decline of 1% to 2%. CoWoS-S, an advanced semiconductor packaging technology, has historically seen NVIDIA as its primary demand driver. This reduction in orders underscores the fluctuating nature of the semiconductor market and NVIDIA's internal demand adjustments. However, despite these short-term hurdles, the ongoing evolution of AI technology continues to offer promising long-term growth prospects for vendors like TSMC.
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