Actually, if you include ETFs, my allocation to Nvidia is even higher. According to Morningstar's analyst consensus, 44% of my portfolio consists of equities with 29% 5-year earnings growth and a ...

Notably, this doesn't mean that AMD will consume fewer wafers ... or the fact that the company booked more TSMC logic and TSMC CoWoS capacity than everyone else.

Does that mean your revenues from CoWoS doubled as well as we go into 2025, is that a fair interpretation? Ramy Langer-- Chief Operating Officer OK. So let me -- let's talk about how the business ...

No, we still have great engagement with many customers on this portfolio that we are able to provide, meaning laser systems ... I think to your point, CoWoS-S is moving to L, to R and all of ...

Over the last few months, there has been a sustained decline in CoWoS advanced packaging orders ... the time melding the two systems together, meaning it doesn't work anywhere near as good ...

Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new capacity in the ...

Despite market speculation of a major reduction in Nvidia Corporation's NVDA 2025 Chip-On-Wafer-On-Substrate (CoWoS) wafer orders at Taiwan Semiconductor Manufacturing Co TSM, renowned analyst ...

How often do we stop to think about the meaning of life? If you’re like me, probably not much. Even though I may feel a vague sense of anxiety around how my life is unfolding and the inevitability of ...

More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders to major backend ...

TL;DR: TSMC plans to build a third fab in Arizona by mid-2025, a year earlier than planned, and may establish a new CoWoS advanced packaging plant in the US. This expansion is part of TSMC's ...

Over 2,500 years ago, Aristotle said, “Happiness is the meaning and purpose of life, the whole aim and end of human existence.” I think Aristotle got it right. Happiness is made up of two ...