Influenced by the soaring demand for Nvidia AI chips, it is reported that TSMC is urgently ordering packaging equipment

Nvidia and TSMC had previously underestimated the market demand for GPUs, and the existing CoWos wet process packaging equipment has been unable to meet the demand of orders.

Previously, Nvidia's new orders have pushed the capacity utilization of TSMC's 7/6nm and 5/4nm processes to a saturation state, and now the supply even exceeds the demand.

It is said that TSMC's orders have been fully booked until the end of the year. Previously, Nvidia and TSMC estimated that the orders this year were poor, so they were quite conservative in terms of capacity. However, they did not expect that the market demand for GPUs would soar due to the impact of generative AI. A source from the wafer factory revealed that "even though TSMC has urgently ordered packaging equipment, the delivery time of the equipment itself will take 3-6 months, so the new production capacity will not be in place until the end of the year at the earliest. Therefore," the next six months will be in a state of shortage.

Previously, Nvidia's market value reached trillion yuan. Now, with the sharp increase in demand for Nvidia AI chips, supply chain related manufacturers can also benefit from it. However, considering the delivery delay of TSMC, there may be a shortage of related professional graphics cards in the market within six months, and third-party prices may also increase to some extent.

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