Over the past few days, the proverbial waters have become quite murky due to the lack of visibility over TSMC’s supposed travails related to its bespoke wafer-level system integration platform, CoWoS. Now, however, analysts at Morgan Stanley have stepped up to offer some much-needed clarity on this topic and its implications, if any, on NVIDIA’s product roll out. As per a recent report by The Information, NVIDIA’s Blackwell AI servers purportedly continue to face overheating and glitching issues, apparently prompting the chipmaker’s mega customers, including Microsoft, Google, and Meta, to pare their respective Blackwell orders. The report went on to […]
