消息称台积电将急单的 CoWoS 报价提高 20%

摩根士丹利最近报告指出，英伟达认为，台积电的 CoWoS 产能不会限制下一季度 H100 GPU 出货量，预计明年每个季度供应量都有望增加。同时，台积电针对紧急订单将 CoWoS 价格提高了 20%，这也预示着 CoWoS 瓶颈有望缓解。

Source: Zhitong The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Stocks

Morgan Stanley
USMS
Taiwan Semiconductor
USTSM

ETF

Calvert US Select Equity ETF
USCVSE
Calvert Ultra-Short Investment Grade ETF
USCVSB
Calvert US Large-Cap Diversity Equity & Inclusion Index ETF
USCDEI
Calvert US Mid-Cap Core Responsible Index ETF
USCVMC
Calvert International Responsible Index ETF
USCVIE